Personal Financial Analyst

We are seeking a financially literate professional to assist in organizing, analyzing, budgeting, and forecasting personal finances to ensure prudent spending habits. The successful candidate will be responsible for categorizing expenses to identify areas of overspending, determining remaining funds at the month's end, and recommending strategies for financial optimization.

Responsibilities include:

- Structuring and analyzing financial statements.
- Creating and maintaining budgets to monitor spending.
- Forecasting future financial positions to ensure financial stability.
- Identifying overspending areas and suggesting practical cutbacks.
- Developing a comprehensive financial plan and proposal based on analysis.

The ideal candidate may use software or Excel for financial management; however, proficiency in analyzing financial statements and building out detailed plans is required.