Financial Specialist building a financial services practice under Allstate's brand. Driving new business and collaborating with licensed professionals in the community.
About the role
- Analista de Orçamento e Planejamento Financeiro at V.tal managing the company's budget and financial projections. Collaborating with teams to ensure effective financial support and strategic decision-making.
Responsibilities
- Prepare and control the company's annual budget, ensuring alignment with strategic objectives.
- Perform financial performance analyses, identifying variances and proposing action plans.
- Develop financial projections and scenarios to support strategic planning.
- Consolidate and analyze financial data from multiple departments, converting it into actionable information.
- Contribute to the preparation of management reports and presentations for executive leadership.
Requirements
- Bachelor's degree in Business Administration, Economics, Accounting or related fields.
- Proven experience in financial planning and budget control.
- Proficiency with data analysis tools and spreadsheet software (advanced Excel).
- Knowledge of financial management systems (ERP).
- Strong analytical skills and logical reasoning.
- Effective communication skills and experience presenting results.
- Proactivity and organizational skills to manage multiple projects.
- Certifications in finance or project management (preferred).
Benefits
- Meal and/or Food Allowance
- Transportation Voucher
- Health Insurance
- Dental Insurance
- Life Insurance
- Private Pension Plan
- Profit-Sharing Program (PPR)
- Pharmacy Assistance
- Childcare Assistance
- Flexible Working Hours
- V.tal Benefits Club
- Extended maternity leave (6 months)
- Extended paternity leave (20 days)
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
Personal Financial Representative building financial services practice with Allstate resources. Leveraging agency partnerships and support to drive business in the community.
Senior Finance Manager overseeing Finance Operations and Financial Planning & Analysis at Mercuryo, a fintech startup in Croatia.
Business Finance Manager leading financial tasks and insights for the US region at NNIT, Inc. Collaborating with stakeholders and managing financial projections and reporting processes.
Investment Operations Specialist managing vendor relationships and contract negotiations for investment data services at a global investment management firm. Collaborating with cross - functional teams to ensure data needs are met.
Microsoft Dynamics 365 Senior Consultant managing the overall Dynamics 365 environment for Theeb. Collaborating with stakeholders and ensuring business alignment for digital transformation.
Manager in Finance Consulting focused on analyzing client needs and developing financial solutions for optimal performance at PwC. Responsible for coaching and managing team performance in Kolkata and Gurgaon.
Operations Intern aiding Guggenheim's Investment Management Operations team with various tasks. Involvement in Trade Operations, Data Services, Loan Operations, and Portfolio Management efforts.
Lead Investment Analyst managing investment analysis for institutional retirement plans at Transamerica. Collaborating with teams to launch and monitor investment products focused on client needs.
Financial Analyst III at WashU developing and monitoring budgets and financial reports. Collaborating with department heads and training personnel in financial operations and reporting.