Experienced - Financial Advisory

SUMMARY

This position will be responsible for planning, driving, and advising clients on their business financial strategy. He / She will manage multiple client engagements and focus on client relationship management. He / She will perform financial analysis, prepare budgets, and forecasts as per requirements. The role will be assisting the business in making well informed decisions to ensure financial success. He / She will be responsible for managing, coaching and developing team members.

This position is an excellent opportunity for individuals looking to manage / work with a great team, have autonomy and make an impact in a fast paced work environment.

ESSENTIAL DUTIES AND RESPONSIBILITIES :

• Managing, identifying potential leads and growing portfolio of clients to ensure profitability
• Assisting with business development, upselling and cross selling of advisory services that will be mutually beneficial for the Client and Keepers
• Ensuring a healthy collection and receivables cycles of the portfolio
• Establishing, developing, and maintaining relationships with clients, key management personnel, and other stakeholders
• Understanding the clients’ short and long-term plans, assisting them in reaching their objective within the agreed upon scope, and providing strategic recommendations
• Ensuring all financial / management reporting, and delivery of the services as promised to the client
• Ensuring accuracy, and high quality in all deliverables in a timely manner
• Ensuring the manager / partner is well informed about important client issues and ad hoc requests on a timely basis
• Providing direction, reviewing work of the team members and providing feedback in a thorough and constructive manner
• Collaborating with the team to achieve client goals, involving all members in decisions and actions
• Providing required training, and coaching to help team members learn, grow, and develop
• Liaising and coordinating with auditors for interim and annual audits
• Developing and preparing of the Standard Operating Procedures, identifying improvements and enhancements as required and providing training to all stakeholders on the same
• Preparing financial budgets, forecasts, and other analysis as per client requirements
• Analyzing financial and non-financial data, creating financial models, and providing recommendations to clients
• Developing initiatives, identifying problems, and finding solutions that will improve clients’ financial performance and position

QUALIFICATIONS :

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required.

Required Skills / Abilities :

EDUCATION and / or EXPERIENCE :

LANGUAGE SKILLS :

#J-18808-Ljbffr