We are searching for a financial consultant to offer advice on choosing investments, managing cash flow, and managing regular business expenses.

A financial consultant needs to stay on top of economic trends and legal requirements that can affect the company's finances. Forecasting expenses and revenues, doing risk analysis for financial planning, and assessing capital expansion alternatives are all duties of a financial consultant (e.g. funding or loans.)

A financial consultant should possess a degree in finance or accounting as well as appropriate experience working as a financial advisor to significant clients, if you want to succeed in this position. In the end, a financial consultant must assist us in preserving the financial stability of our business.

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• A financial consultant must track and monitor the economy and financial markets.
• Analyse investment plans
• Interacting with accountants, real estate agents, attorneys, and other specialists
• Providing clients with tax, retirement, investment, and insurance advice based on their financial objectives
• Must contribute in boosting contribution margin using pricing strategies and cost-cutting measures that are guided by your financial assessments.
• Find and assess finance and credit opportunities for capital expansion
• Provide knowledge on selling and buying stocks and bonds
• Forecast revenues and costs and report any discrepancies
• Monitoring financial procedures and ensuring legal compliance
• Provide solutions and set goals to increase profitability
• Review day-to-day transactions to identify areas of improvement

• BS degree in Finance, Accounting, Economics or related field
• Proven work experience as a Financial Consultant, Financial Advisor 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
• Effective communication skills
• Excellent capacity for problem-solving
• Additional certification (e.g. CFP or CFA) is a plus