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Financial Planner is an Important Asset to an Organization

The sustaining as well as the growth of an organization depends entirely on the financial resources available with that company. Hence it is really important that the flow of finances in that organization is clearly monitored as well as recorded. Financial accounting as well as a thorough analysis of the finances of the company is really important while planning the future business endeavors of that company. The person who is responsible for the financial facet of any organization is called a financial planner. Some other designations that he is also known by are the financial accountant, or a financial analyst.

The main responsibilities of a financial planner are to keep a tack on all the financial transactions regarding the company, recording it, organizing it, ratifying it in a comprehensive manner and then presenting it to the concerned people in the organization. A financial planner keeps a close watch on the liabilities of the company as well as his equity and thereby helping the management in taking decisions regarding the future of the business.

A financial planner is the person who has all the information regarding the financial situation of the company and thus is liable to provide with the information that would have a larger bearing on the overall situation of the company. Every time the company or rather the management of the company is making plans regarding the growth, investment, or any other development concerning the company, it is the financial report prepared by the finance planner that they rely upon.

A Financial Planner is also Responsible for Providing Information like:

  1. What are the resources available with the company?
  2. How the available resources are being handled financially?
  3. Every minute detail regarding the profits made by the company as well as the losses suffered
  4. The bearing of all the financial decisions on the numerous business plans of the company
A financial planner might be working with a business house or he might prefer to work with individual clients. He might also play the role of an advisor to people and different organizations.