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The primary needs are for Financial Planning, Financial Advice, and Annuity, and 401k support. Open to experience/interest in Compliance and Trading.
The FP&A Analyst will partner with the Development team to support the donor financial reporting program and provide restricted funds analyses.
Do you enjoy helping successful people with complex financial needs find the peace-of-mind they deserve? Do you live to serve? Let's talk!
This program will begin July 2022. We would like to hire by the end March 2022. We have 2 Resident's hired and already working through the program.