When you’re starting to drown between employee concerns, payroll duties and helping your CEO -- HR Insider is there to help get the logistical work out of the way.
Need a policy because of a recent regulatory change? We’ve got it for you. Need some quick training on a specific HR topic? We’ve got it for you. HR Insider provides the resources you need to craft, implement and monitor policies with confidence. Our team of experts (which includes lawyers, analysts and HR professionals) keep track of complex legislation, pending changes, new interpretations and evolving case law to provide you with the policies and procedures to keep you ahead of problems. FIND OUT MORE...
Financial Consultant Job Description

FINANCIAL CONSULTANT RESPONSIBILITIES INCLUDE:

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

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

 

SOURCE: https://resources.workable.com/financial-consultant-job-description