Financial Operations Consultant

Job is Expired

Location: Remote

Compensation: Hourly

Reviewed: Mon, Jun 09, 2025

Job Category: Financial

Employment Status: Independent Contractor

Employer Type: Employer

Job Summary

A company is looking for a Financial Operations Analyst - Remote.

Key Responsibilities

Review and verify financial data daily, ensuring accuracy in various financial statements
Identify and document discrepancies in financial documentation efficiently
Support financial planning by providing accurate financial details to Certified Financial Planners (CFPs)

Required Qualifications

Experience as a Paraplanner or Financial/Investments Operations Associate is highly preferred
CFP designation or CFP Candidate is a plus
1+ year of financial industry experience
Technology savvy individual comfortable with proprietary systems and tools
Exceptional time management skills

COMPLETE JOB DESCRIPTION

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Job is Expired

Company Overview

Company Company Name

Headquarters Headquarters

Founded Founded

Website

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