- 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
Proven work experience as a Financial Consultant, Financial Adviser or similar roleHands-on experience with accounting software and statistical packagesGood knowledge of fiscal policiesExcellent analytical skills, along with the ability to create detailed reports and spreadsheetsAttention to detailConfidentialityBS degree in Finance, Accounting, Economics or related fieldAdditional certification (e.g. CFP or CFA) is a plus