Financial Planning Analyst IV performs research and analysis to evaluate and forecast business performance and plan investment, budgeting, and financial strategies. Calculates and interprets financial metrics to track and evaluate a company's financial health and performance. Being a Financial Planning Analyst IV develops financial modeling and analysis reports to measure and forecast the impact of various business decisions, economic scenarios, or capital investments. Evaluates and monitors economic conditions, market trends, and risk factors to assess investment opportunities and recommend capital allocation strategies. Additionally, Financial Planning Analyst IV utilizes financial statements, reports, and models to assist with budget planning, create financial projections, and advise cost management decisions. Requires a bachelor's degree. Typically reports to a manager. The Financial Planning Analyst IV work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be a Financial Planning Analyst IV typically requires 7+ years of related experience.
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