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MT
Mahant Transportation
Finance Associate
Career Insights for Financial Planner / Investment Consultant
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Based on Indiana data
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What they do
A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
$100,683 / year median in Indiana
+2% projected growth
Job Description
Job Summary We are seeking a dynamic and detail-oriented Finance Associate to join our team and contribute to our financial operations. In this role, you will support the day to day financial activities, and reporting processes that drive our business forward. Your proactive approach and strong understanding of financial principles will help ensure compliance with industry standards and regulatory requirements. This position offers an exciting opportunity to develop your expertise in finance while collaborating with cross-functional teams to achieve organizational goals. Duties Assist in the development of comprehensive financial models to support strategic decision-making and investment analysis. Prepare, analyze, and maintain spreadsheets for budgeting, forecasting, and financial reporting purposes. Monitor and ensure compliance with financial regulatory standards and internal policies related to financial reporting and tax accounting. Use financial software tools to record transactions, generate reports, and streamline accounting workflows. Communicate effectively with clients and internal stakeholders to clarify financial information, provide updates, and support project management efforts. Work on day to day finances and making sure operations are running smoothly Experience Proven experience in accounting or finance roles, with a solid understanding of financial principles and practices. Demonstrated ability to develop complex financial models and analyze large datasets using spreadsheets or specialized software. Excellent analysis skills with the ability to interpret financial data accurately for decision-making purposes. Effective client communication skills combined with project management capabilities to coordinate multiple tasks efficiently. Some knowledge of the Transportation industry Join us as a Finance Associate to be part of a vibrant team dedicated to excellence in financial management! We value energetic professionals eager to grow their careers while making a meaningful impact through meticulous analysis, strategic insights, and collaborative teamwork.