Financial Planning & Analyst

Conducts financial analyses. Researches economic progressions to assist the organization’s financial planning. Develops and prepares the organization’s financial plans and budgets, interprets financial reports, and maintains good corporate relations with the investment and banking communities.
Prepares draft reports to fulfill the need for financial follow up, business planning and business control within the organization, with guidance from superiors.
Assists Business Controller in routine monthly accounting close, forecast process and budget activities to contribute to a better business awareness and resource planning.
Assists the Business Controller by compiling and summarizing competitor information, benchmark data, operational effectiveness, prospected mergers and acquisitions.
Conducts a basic analysis of standard business and financial decisions.

Education, Professional accomplishments, and Certifications :
· Education Required: Bachelor’s Degree in Accounting, Finance or Business Administration

· Experience Required: 0 to 2 years

Skills, Requirements and Competencies :

• Requires conceptual knowledge of theories, practices and procedures within a discipline.
• Requires guidance on task initially and requires supervision.
• Is working in a smaller defined area of the role, this continues to expand as the employee gains more confidence and capability.
• Applies general knowledge of business developed through education or past experience.
• Often needs help understanding the commercial side or key business drivers impacting the task/decision.
• No supervisory responsibilities; accountable for developing technical contribution.
• Uses existing procedures to solve standard problems; analyses information and standard practices to make judgments.
• Has limited impact on own work team; works within standardized procedures and practices to achieve objectives and meet deadlines as described by supervisor.
• Exchanges straightforward information, asks questions and checks for understanding.
• Collects basic information needed to analyze a problem, situation or issue.
• Performs routine or basic data analysis, following the correct steps and using the appropriate tools, seeking guidance when necessary.
• Develops an understanding of how to analyze data and identify the implications of various courses of action.
• Makes quality decisions when provided with the necessary time and information.
• Demonstrates understanding of the basic principles of economic research and the ability to use those principles to analyze simplistic financial measures.
• Understands how to use financial models to develop basic projections.
• Demonstrates understanding of how to synthesize and analyze basic market analyses and benchmarking data.
• Demonstrates awareness of requirements related to basic financial modeling.
• Demonstrates understanding of the principles behind developing basic financial models.
• Demonstrates understanding of the basics about NASDAQ design tools.
• Develops a basic understanding of the business segment.
• Prepares preliminary reports and analyses according to predetermined standards for supervisor/manager review and input.

Nasdaq is an equal opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, color, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information or any other status protected by applicable law.