FP&A Manager supporting financial performance analysis, forecasting, and reporting for CQG acquisition at Broadridge. Collaborating with senior leadership and operational teams in a dynamic environment.
NI
Hybrid Persönliche Assistenz – e-Kommunikation, Finanzplanung, Angebote
Posted 4 months ago
About the role
- Personal Assistant managing e-communication and financial planning for insurance comparison. Sorting email, creating offers and maintaining CRM activities in a remote, hybrid setting.
Responsibilities
- E-Mail Posteingang sortieren, beantworten und archivieren
- Angebotserstellung (echt einfach, nur Fleiß und Genauigkeit benötigt)
- Finanzplanung (Copy + Paste: Wie ein Computerspiel, nur ohne Bilder...)
- Zahlen in ein Google Excel eintragen
- Termine vereinbaren
- Aktivitäten im CRM überwachen
- Optional: Texte fabrizieren, auf der Webseite einfügen und partizipierst durch einen garantierten Affiliate-Link dein Leben lang mit.
Requirements
- IHK Ausbildung zur Versicherungs- und Finanzkauffrau / mann ODER (für Quereinsteiger) Zu verstehen, dass man sich mit Versicherungen und Finanzen auseinandersetzen muss.
- Die wichtigsten Absicherungsformen kennst.
- Krankenkasse, Private Haftpflicht, Berufsunfähigkeit.
- Interesse an Hausrat, Auto / Motorrad, Wohngebäude, Unfall, Girokonto, Tagesgeldkonto.
- Du solltest lernbereit sein.
Benefits
- Eine Lernkurve in den Punkten Finanzen, Steuern, Vermögen und Absicherungen, die Dir dein Leben lang helfen werden.
- 100% remote
- Du kannst um die Welt reisen und bekommst Money.
- Du kannst PartnerIn werden.
- Du kannst ausgebildet werden.
- Du kannst auch einfach Affiliate bleiben und nebenberuflich Money schöffeln.
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Financial Analyst supporting financial management at a rapidly growing micromobility startup specializing in electric scooters. Organizing and analyzing financial data while executing payment routines and bank reconciliations.
Finance Leader managing financial performance for Measurement Systems & Solutions in North America. Leading financial planning and analysis for strategic decision - making and growth initiatives in Houston, TX.
Manager, FP&A serving as a business partner to terminal leaders, optimizing financial performance through analysis and budgeting. Collaborating closely across departments in port operations.
Personal Finance Advisor developing trusting relationships with members and clients to meet their financial goals. Engaging in advisory roles and ensuring service quality for business relationships.
Personal Finance Advisor responsible for advising clients on financial strategies and achieving their financial goals. Collaborating with partners to design integrated solutions for members and businesses.
Senior Financial Accounting Manager leading technical accounting and financial reporting at BDO, ensuring compliance and guiding complex transactions with team collaboration.
Consultant(e) Fonctionnel(le) assisting clients with Microsoft Dynamics 365 Business Central implementation. Collaborating with teams and ensuring alignment with client needs.
Finance Trainee tasked with credit control and supporting finance team for the Beauty division at Chalhoub Group.
Financial Planning Administrator supporting planners in administrative tasks and client interactions. Opportunity for career growth in financial planning roles.