Advisor Support Associate - Charles Schwab

Job Title: Financial Analyst

Responsibilities:

• Analyze financial data to support strategic decision-making.
• Prepare detailed reports and presentations for management.
• Collaborate with cross-functional teams to identify opportunities for improvement.
• Monitor market trends and provide insights on potential impacts.
• Assist in budgeting and forecasting processes.

Qualifications:

• Bachelor's degree in Finance, Accounting, or related field.
• 2+ years of experience in financial analysis.
• Strong analytical and problem-solving skills.
• Proficiency in Excel and financial modeling.
• Excellent communication and presentation abilities.