Job Descriptions »
Finance Job Descriptions »

Financial Consultant Job Description

Use this Financial Consultant job description template to advertise the open roles for free using Longlist.io. You can use this template as a starting point, modify the requirements according the needs of your organization or the client you are hiring for.
Financial Consultant

Financial Consultant responsibilities

  • Assessing company’s financial status
  • Analyzing investment plans
  • Sourcing and evaluating capital expansion options, including loans and funding

Financial Consultant Job Description Template

Copy

Job Brief

We are looking for a Financial Consultant to provide guidance on investment decisions, cash management and day-to-day company expenses.

Financial Consultant responsibilities include forecasting costs and revenues, conducting risk analyses for financial plans and evaluating capital expansion options (e.g. funding or loans.) To be successful in this role, you should have a Finance or Accounting degree and relevant work experience as a Financial Adviser to large clients.

Ultimately, you will help us maintain our company’s financial health.

Responsibilities

  • Assess company’s financial status
  • Analyze investment plans
  • Source and evaluate capital expansion options, including loans and funding
  • Advise on selling and buying stocks and bonds
  • Forecast revenues and costs and report any discrepancies
  • Analyze market trends and identify risks and opportunities
  • Manage current and future tax payments
  • Monitor financial procedures and ensure compliance with the law
  • Provide solutions and set goals to increase profitability
  • Review day-to-day transactions to identify areas of improvement

Requirements

  • Proven work experience as a Financial Consultant, Financial Adviser or similar role
  • Hands-on experience with accounting software and statistical packages
  • Good knowledge of fiscal policies
  • Excellent analytical skills, along with the ability to create detailed reports and spreadsheets
  • Attention to detail
  • Confidentiality
  • BS degree in Finance, Accounting, Economics or related field
  • Additional certification (e.g. CFP or CFA) is a plus

Jobs similar to Financial Consultant

Financial Consultant Job Description Examples

Entry-Level Financial Advisor (Remote) • Cœur Finances

PLEASE READ:

Come be a part of an incredibly positive, supportive, uplifting work environment dedicated to helping you self-improve and succeed...

We are looking for high-energy, self-motivated, coachable, and goal-oriented people to work with and learn from our self-made, high profile coaches that fight for the ethical treatment of clients in need. We strive to make a positive impact through...

Read more
Financial Advisor - Salina, KS • Edward Jones

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they c...

Read more
Dynamics AX 365 Finance Consultant • Quantum Dynamics

Quantum Dynamics is a Microsoft Dynamics Certified Partner specializing in Dynamics AX and Dynamics 365 F&O. We believe in establishing long-term relationships with our clients and long-term careers for our employees.

We are looking for a Dynamics AX/D365 Functional Consultant with experience in Finance to join our growing team...

In this role you will work with clients to analyze their bus...

Read more
Oracle Financial Consultant • 1 POINT SYSTEM LLC

Role: Oracle Cloud Financials professional

Location: Mt. Airey NC, Fort Mill NC, or Raleigh NC...

Duration: Long Term Contract

Job Description:

Oracle Cloud Financials professional with the following skill set. These positions can be offshore, or physically located in Mt. Airey NC, Fort Mill NC, or Raleigh NC. For onshore, this is a work-at-work position.

Ideally, we are looking for 1 onsh...

Read more

More Finance Job Descriptions