Financial Planning analysis

Properly assess the financial state of individuals, corporations, and other organizations Identify potential outcomes and returns Appraise assets and financial holdings Secure highly sensitive and confidential financial data and information Compile detailed financial reports using calculations, data, and other client-provided information Use information to assemble extensive financial databases Suggest and create financial action plans for companies and individuals Continuously update skill set, expertise, and technical knowledge by attending the required workshops and courses Work closely with other team members in order to achieve company goals Analyze debt restructuring and refinancing options Requirements Prior financial planning and strategizing experience. 5+ years of experienc in same title. Understanding of database maintenance and design Knowledge of statistical analysis Ability to perform research and compile reports Extensive risk management skills Ability to track and plan budgets Basic computational skills Experience forecasting and analyzing data