Experienced - Financial Advisory
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Salary Not Disclosed
1 Vacancy
Job Description
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 longterm 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 nonfinancial 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:
- Excellent communication and presentation skills
- Great teamwork and management
- Goal Oriented
- Solution Oriented
- Process Improvement
- Strategic Thinking
- Project Management
- Awareness of Business Trends
- Open to new challenges and willing to respond towards change
- Performing with a high degree of professionalism integrity and business ethics
EDUCATION and/or EXPERIENCE:
- Bachelors in Business Management Commerce or Finance
- Professional Qualification (CFA CMA CPA CA) is a plus
- Corporate Finance Accounting or Finance Backgrounds
- Experience with SmallMedium Businesses tools & systems is a plus
- Advanced MS Excel skills including Financial Modeling
- Understanding of International Financial Reporting Standard (IFRS)
LANGUAGE SKILLS:
- Fluent in English
- Arabic is a plus
Required Experience:
Senior IC
Employment Type
Full-Time
