Financial Advisor

CRM GROUP LLC in search of an open and energetic Financial Advisor with various talents to join our team of consultants

Financial Advisor Job Purpose:

Responsible for the financial health of a company or organisation. Producing financial reports and developing strategies based on financial research. Guiding senior executives in making sound business decisions in the long and short term.

Financial Advisor Job Duties:

• Monitor the day-to-day financial operations within the company, such as payroll, invoicing, and other transactions
• Oversee financial department employees, including financial assistants and accountants
• Contract outside services for tax preparation, auditing, banking, investments, and other financial needs as necessary
• Track the company’s financial status and performance to identify areas for potential improvement
• Seek out methods for minimising financial risk to the company
• Research and analyse financial reports and market trends
• Provide insightful information and expectations to senior executives to aid in long-term and short-term decision making
• Review financial data and prepare monthly and annual reports
• Present financial reports to board members, stakeholders, executives, and clients in formal meetings
• Stay up to date with technological advances and accounting software to be used for financial purposes
• Establish and maintain financial policies and procedures for the company
• Understand and adhere to financial regulations and legislation.

Financial Advisor Skills and Qualifications:

Advanced degree in accounting, business, economics, finance, or a related field; several years of experience in a finance role; superior mathematical skills; leadership skills and experience; employee management; understanding of data privacy standards; solid communication skills, both written and verbal; public speaking skills; deep understanding of business principles and practices; superior attention to detail; organisational skills; planning skills; research skills; analytical skills; critical thinking skills; problem-solving skills; computer skills; multi-tasking abilities; integrity, honesty.

If you want to join our team of professionals, send us your latest resume along with your portfolio on [email protected]