Financial Consultant Job Description
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
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
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...
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...
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...
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...