Financial Consultant

Job Brief

This Financial Consultant Job Description Template can be used to advertise job openings in your Finance department and to attract qualified candidates.

Job Description

• ● 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

Job 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