Business Analyst/Financial Planner

Latham, New York - Posted on: Monday 04/07/14


- Assist with financial planning report customization, team training and support.

- Focus on continuous improvement in the financial planning tools and resources available to Ayco clients and teams.

- Assist in the implementation and strategy related to firm-wide operational initiatives.

- Balance the goals and business realities facing the organization as a whole, with those of each revenue center.

- Provide financial planning and team expertise to support Project management, Technology and the businesses on the design and implementation of financial planning tools and supporting databases.



- Bachelor’s degree in Finance or a related field

- Minimum of 2 years of financial planning experience and strong analytical skills

- Strong attention to detail with superior communication and writing skills

- Extensive knowledge of financial planning concepts and how Ayco teams and advisors provide counseling services.

- Strong time management and organizational skills

- Self-motivated with the ability to handle multiple tasks in a constantly changing work environment.

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Interested applicants should submit resume, cover letter noting position of interest, and salary requirements via e-mail to