Job Opening:
Job Title: Part-Time Financial Analyst
Job Location: Marietta, GA or Remote
Job Overview: We are seeking a detail-oriented and analytical Part-Time Financial Analyst to support both corporate financial strategy and individual/family financial planning services. This hybrid role requires a strong understanding of financial principles, investment analysis, budgeting, and forecasting for diverse clients ranging from small businesses to high-net-worth individuals and families.
Key Responsibilities:
Corporate Financial Planning
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Assist in developing financial models and forecasts for small to mid-sized businesses.
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Analyze profit and loss statements, balance sheets, and cash flow to inform strategy.
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Provide recommendations for cost reduction, revenue growth, and capital allocation.
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Support budgeting processes and variance analysis.
Family & Individual Financial Planning
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Evaluate clients’ financial goals and develop personalized financial plans.
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Provide insights on investment strategies, retirement planning, insurance, and estate planning.
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Prepare and present reports on net worth, cash flow, and risk management strategies.
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Work closely with legal and tax advisors where needed.
Qualifications:
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Bachelor’s degree in Finance, Accounting, Economics, or related field.
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2+ years of relevant experience (corporate finance and/or personal financial planning). An advanced degree may substitute for the required experience.
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Strong knowledge of financial modeling, forecasting, and reporting tools.
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Excellent analytical and communication skills.
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CFP or CFA certification (or progress toward) is preferred but not required.
Working Hours:
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15–25 hours per week (flexible schedule)
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Remote work options available
To apply: Send resume to finance@wuhupro.com
