JOB REQUIREMENTS: The Client Financial Analyst position provides support for the three professionals of the Family Office (the \"Office\"). This position reports to the Certified Financial Planner with a dotted line to the Executive Director of the Office. Your Story. The Client Financial Analyst position provides support for the three professionals of the Family Office (the \"Office\"). This position reports to the Certified Financial Planner with a dotted line to the Executive Director of the Office. Your Passion. Our Culture. At Sargento, you work for a company you believe in, with a family of people who believe in you. Our culture stems from a simple premise: Hire good people and treat them like family. At Sargento, you can make decisions based on how they affect people as well as the long-term health of our company. You will be encouraged to make a meaningful difference in the community, in the company and in your career. With diverse experiences and tools to learn and develop, you can transform your aspirations into reality. If you\'re ready for the right place to belong and grow your career, you can find it here. Benefits that set us apart. Comprehensive medical including Fertility, Adoption benefits, Dental, and Vision Insurance Flexible Work Week Hybrid work schedule - Onsite Tuesday - Thursday with the option to work remotely Monday and Friday Compressed work week - Option of day Friday Onsite Health & Wellness Center: includes a nurse practitioner, licensed physical therapist, dietitian, personal trainer, and health coach, care coordinator and work-life mentor Employer 401K contribution in the top 1% of the nation Relocation Assistance Tuition Assistance Access to Employee Store What You Do. Lead projects from definition to implementation while coordinating internal and external resources. Respond to routine and ad hoc requests for both reports and spreadsheets. Create financial reports and projections utilizing complex data filters. Verify financial data for accuracy among multiple systems on an ongoing basis; review and resolve exceptions to maintain and improve data integrity. Prepare client balance sheets quarterly. Update debt schedules and tie out to aggregate. Conduct research related to wealth solutions and strategies. Use critical thinking to interpret and synthesize information from multiple sources. Communicate findings to team members with a recommended course of action. Prepare materials for meetings to include creating spreadsheets, financial reports, and PowerPoint presentations. Record notes, prepare summaries and manage post-meeting action items including inquiry resolution. Deliver... For full info follow application link. Sargento Foods Inc. is an equal employment opportunity employer and will give all qualified applicants consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/69CDBA14DF3F41C8 Qualified females, minorities, and special disabled veterans and other veterans are encouraged to apply.