Financial planning analyst Jobs in Baton Rouge, LA

Responsibilities

• Manage data collection for multiple members (clients).
• Discovery meetings with clients including gathering data pieces from primary contacts on-site that include walk-throughs, presentation delivery to campus leadership, and building assessments
• Processing data and analysis of collected data using Excel and other tools
• Communicating with campus representatives and teammates to understand the institution's goals as well as its data
• Reviewing data to answer questions like : What story do the numbers tell? What campus problems can the data help solve?
• Developing presentations to communicate the campus story, suggest strategic plans and cultivate engagement in Sightlines’ recommendations and partnering with Project Leads and Account Managers to create and fine-tune presentations
• Assist in delivering presentations to members on campus

Qualifications :

Why is this a rewarding position? Ownership of Projects : Analysts are responsible for all data management, critical thinking, and story-crafting for each of their projects. By working on projects from start to finish, you have the opportunity to learn and develop professionally from the first day you walk on campus to the final presentation delivered to the President or Board of Trustees. Collaborative Environment : Sightlines is a dynamic, collaborative company. Working jointly with our coworkers enables us to solve problems, implement new ideas, improve our products, learn from each other and enhance our office environment. Professional Development Opportunities : Like any good investor, Sightlines is dedicated to growing the value of our best asset : our employees. We have a clearly designed ladder for growth in the Analyst track and are committed to rewarding quality work. Our company culture encourages learning and providing regular feedback to promote growth.