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Compiles financial data and quantitative analyses, in order to support sound and defensible recommendations.Reviews and conducts simple analysis of basic financial planning information and reports, to make recommendations to management.Assists with audit activities, in order to comply with requirements.Follows best practice policies, in order to maintain compliance with regulatory standards.Supports month end close process by reviewing recurring/standard and ad hoc reports, researching basic general ledger activities and variances to budget and prior year.Assists in the development of financial plans by identifying financial outcomes and potential returns. Evaluates financial plans by identifying financial outcomes and potential returns.Updates financial database by identifying sources of information and entering, verifying, and securing data. Updates financial database by identifying sources of information; entering, verifying, and securing data.Assists in the preparation of financial presentations using a variety of formats, displays, reproduction of charts, graphs, and econometric models.Supports the development of budgets and quarterly forecasts.Improves financial planning job knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; benchmarking state-of-the-art practices; participating in professional societies. Improves financial planning job knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; benchmarking state-of-the-art practices; participating in professional societies.