Perform financial forecasting, reporting, and operational metrics tracking
Examine and assess economic and market trends, earnings prospects, financial statements and other indicators to determine suitable investment strategies
Calculate risks and opportunities for potential and current clients
Analyze financial data and create financial models for decision support
Report on financial performance and prepare for regular leadership reviews
Review previous investment decisions and the thought process behind them
Conduct meetings with clients and management throughout the year
Evaluate financial performance by comparing and analyzing actual results with plans and forecasts
Produce complex financial models for integration into decision-making processes
Recommend actions by analyzing and interpreting data and making comparative analyses; study proposed changes in ...