Virtual Financial Advisor at Thrivent, providing purpose - based financial advice and engaging with clients. Leveraging strong consultative skills to empower financial well - being while working in a hybrid role.
About the role
- FP&A Analyst at EMR examining financial performance through analyses and reporting. Supporting strategic decisions via financial models and insights, contributing to business growth.
Responsibilities
- Prepare performance reports and financial projections;
- Monitor actual vs. projected analyses, performing deep root-cause analysis of variances and translating complex data into clear, actionable insights;
- Build, structure, and maintain robust short-, medium-, and long-term financial models to support scenario analysis and ROI assessments;
- Ensure the accuracy of financial data by reconciling management views with accounting records;
- Participate in continuous improvement and automation projects, leveraging AI and automation platforms to drive significant efficiency gains;
- Track KPIs and connect them to financial impact, translating metrics into profitability analyses.
Requirements
- Degree in Business Administration, Economics, Accounting, or a related field;
- Previous experience in financial analysis, budgeting, and forecasting;
- Advanced proficiency in Excel;
- Ability to interpret and communicate financial data clearly.
Benefits
- Meal allowance: Provided, including during vacation.
- Home office allowance: Support for remote work expenses.
- Health benefits: Medical and dental plans offered.
- Wellhub: Health and wellness platform for fitness activities.
- Star Bem: Teleconsultations with health specialists.
- Avus: Discounts of up to 80% on pharmacy purchases and up to 70% off in-person consultations and lab tests for employees.
- Benefits Club (Sólides): Cashback and discount coupons for online stores and department stores.
- Solides Academy: Free access to courses focused on skill development.
- Maternity return program: After returning from maternity leave, new mothers receive a reduced workday of 4 hours less per day until the baby reaches 6 months.
- Paternity return program: 15 days of paternity leave, and upon return a reduced workday of 4 hours less per day for a 15-calendar-day period.
- Oh Happy Day: Parents can work a half-day to celebrate their child's birthday.
- Birthday Day Off: You get the day off on your birthday and receive a cake delivered to your home.
- Work Anniversary Day: On your work anniversary you receive a day off and a special gift.
- Leisure and development partnerships: EMR partners with educational and leisure institutions such as Sesc, Veneza Walter Park, Descomplica, and others.
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Virtual Financial Advisor at Thrivent delivering meaningful financial guidance to clients. Engaging with existing clients and accessing tools to provide tailored recommendations.
Virtual Financial Advisor providing financial guidance to clients aligned with Thrivent’s mission. Engaging existing clients and utilizing a robust advice framework in a hybrid work environment.
Virtual Financial Advisor at Thrivent guiding clients in their financial plans and well - being. Engaging with clients virtually to provide tailored financial advice and support their financial goals.
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