About this role
Financial Planning Analyst at Employer. Location: Mohali or Bengaluru or Visakhapatnam or New Delhi. Role: preparing plans, coordinating providers, generating reports Requirements: Prepare and check customized financial plans, coordinate with paraplanners and product providers, generate and review reports; MBA (Finance) and 1-3 years experience preferred; proficient in MS Office and Smartsheet. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Smartsheet Certifications: cfp, cfa, nses Commitment: Full Time Workplace: Onsite Languages: English