Description

We are seeking a detail-oriented and proactive Financial Specialist to strengthen our financial planning and analysis capabilities. You will manage budgeting processes, develop meaningful financial reports, and provide guidance to internal teams and clients. You’ll help maintain financial consistency in project cost assessments and operational planning across the business. This role requires strong analytical skills, excellent communication, and the ability to translate financial data into actionable insights.

Key Responsibilities

  • Prepare, analyze, and interpret financial data to support business decisions and client recommendations.
  • Lead the budgeting process and monitor performance against financial goals and forecasts.
  • Develop financial models and reporting tools to assist with internal and client planning.
  • Collaborate with investment and insurance teams to align financial strategies with broader client needs.
  • Support financial compliance, documentation, and adherence to company processes.
  • Provide insights and recommendations based on financial trends, performance, and risk assessments.