Financial Consultant Job Description Template

Financial Consultant Job Description Template

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Financial Consultant Job Description

Use this Financial Consultant job description template to attract qualified applicants for open positions in your Finance department.

Financial Consultant responsibilities include:

  • Evaluating the company’s financial health
  • Examining investment strategies
  • Identifying and assessing capital expansion options, such as loans and funding

Job Brief

We are seeking a Financial Consultant to offer advice on investment decisions, cash management, and routine business expenses.

The responsibilities of a Financial Consultant include forecasting costs and revenues, undertaking risk analyses for financial plans, and evaluating capital expansion options (such as funding or loans). 

To be successful in this position, you must have a degree in Finance or Accounting and experience as a Financial Advisor for large clients.

Ultimately, you will help us maintain the financial health of our company.

Responsibilities

  • Evaluate the company’s financial health.
  • Examine investment strategies
  • Identify and evaluate capital expansion financing options, including loans.
  • Provide guidance on selling and purchasing equities and bonds.
  • Forecast revenues and expenses and report variances
  • Assess market trends for risks and opportunities.
  • Manage present and prospective tax obligations.
  • Monitor financial procedures and ensure legal compliance.
  • Provide solutions and establish objectives to enhance profitability.
  • Examine day-to-day transactions to identify improvement opportunities.

Requirements and Skills

  • Proven experience as a Financial Consultant, Financial Adviser, or comparable position is required.
  • Practical knowledge of accounting software and statistical applications.
  • A solid understanding of fiscal policies
  • Excellent analytical skills and the ability to create detailed spreadsheets and reports.
  • Attention to detail
  • The principle of confidentiality
  • Bachelor of Science in Finance, Accounting, or Economics or a related field
  • Additional credentials (such as CFP or CFA) are a bonus.

Salary Range

The average monthly salary for Financial Consultant jobs in Malaysia ranges from RM 2,750 to RM 5,250.

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Anisa is a writer who focuses on career and lifestyle topics in an effort to motivate both job searchers and employers towards greater fulfillment in their professional lives.

Reach me at anisa@jobstore.com.

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