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Analyzes basic financial data and quantitative analyses, in order to support sound and defensible recommendations.

Reviews and conducts simple analysis of financial planning information and reports, and makes recommendations for changes to management.

Conducts basic audit activities, in order to comply with requirements.

Maintains best practices policies, in order to maintain compliance with regulatory standards.

Communicates with management on a consistent basis, to ensure sound fiscal management.

Assists in the month end close process by preparing recurring/standard and ad hoc reports, researching general ledger activities and variances to budget and prior year.

Evaluates financial plans by identifying financial outcomes and potential returns.

Prepares financial presentations using a variety of formats, displays, reproduction of charts, graphs, and econometric models.

Assists in the development of budgets and quarterly forecasts; tracks and reports initiatives.

Prepares financial planning information and reports by collecting, analyzing, and summarizing data and trends.

Updates financial databases through entering, verifying, and securing data.

Improves financial planning job knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; benchmarking state-of-the-art practices; participating in professional societies.