Funding Consultant at Alfred & Victoria Associates

Employment Type: 6 Months Contract

Job summary

• Monitors clients' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans. Provides financial management information by preparing financial status analyses and reports.

Responsibilities

• Assess company'sfinancialstatus.
• Analyze investment plans.
• Source and evaluate capital expansion options, including loans and funding.
• Forecast revenues and costs and report any discrepancies
• Advise on selling and buying stocks and bonds.
• 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.

Academic Qualification

• Bachelor’s degree in Finance, Accounting, Economics or related field.

Experience:

• Minimum of 5 -7 years working experience as a Financial Consultant, Financial Adviser
• Proven work experience as a Financial Consultant, Financial Adviser or similar role
• Hands-on experience with accounting software and statistical packages
• Additional certification (e.g. CFP or CFA) is a plus

Key Skills & Competencies:

• Financial management experience with planning, forecasting, and business analysis.
• Prior experience as an advisor to or executive at a funded startup,
• Advanced Excel proficiency. 3+ years of practical experience of using Excel for building and maintaining financial models.
• A natural curiosity and a “big picture” mentality.
• Excellent spoken and written communication skills
• Experience coaching executives on the delivery of investor pitches.
• Experience within an ISP Company.
• Problem-solving.
• Organization and time management.
• Project management skills

Salary
Very Attractive