1Tab - Financial Analyst - Fund Raising/Investor Relations

- Prepares financial and business related analysis and research.

- Draft consolidated forecasts and budgets and analyzes trends in revenue, expense, capital expenditures and other related areas.

- Develop financial review templates and meetings.

- Devise debt liquidation plans that include payoff priorities and timelines.

- Explain to clients the details of financial assistance available to college and university students, such as loans, grants, and scholarships.

- Implement financial planning recommendations.

- Determine clients' current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.

- Monitor market trends.

- Make recommendations in areas such as areas as cash management, insurance coverage, and investment planning.

- Sell financial products.

- Review clients' accounts and plans regularly to determine life changes that would affect financial strategy.

- Collect information from students to determine their eligibility for specific financial aid programs.

- Convene with clients' other advisors, including attorneys, accountants, trust officers, and investment bankers, to fully understand clients' financial goals and circumstances.

- Open accounts for clients and disburse funds according to financial goals.