Financial Advisor jobs in United States

Job Title: Fund Raiser cum Financial Advisor

Job Summary: We are seeking a highly skilled and motivated Fund Raiser cum Financial Advisor to join our team. The ideal candidate will have extensive experience in fundraising activities, developing financial strategies, managing investor relationships, and ensuring the financial health of our organization. This role requires excellent communication skills, a strong understanding of financial management, and the ability to work closely with various stakeholders, including financial institutions and investors.

Primary Responsibilities:

Key Responsibilities:

• Lead and manage fundraising activities for various projects.
• Maintain close liaison with financial institutions to secure funding.
• Develop and implement strategies to attract new investors and increase contributions from existing ones.
• Regularly update and maintain investor databases.
• Identify and cultivate relationships with potential investors and financial institutions.
• Develop and execute fundraising activity plans that optimize investment opportunities while minimizing costs.
• Oversee fund management and ensure efficient allocation of resources.
• Perform bank reconciliations and process all payments.
• Prepare cash flow statements and budget forecasts.
• Reconcile accounts payable and receivable.
• Audit financial transactions and documents to ensure accuracy and compliance.
• Manage balance sheets and profit/loss statements.
• Provide detailed reports on the company’s financial health and liquidity to management and shareholders as required.
• Ensure confidentiality of financial data and conduct regular database backups.

Operational Support:

• Oversee the preparation of invoices, delivery documents, and follow up on receivables with clients.
• Collaborate with team members to assist with urgent tasks as needed.
• Handle any additional tasks as assigned by management.

Requirements:

• Education: CA/ACCA/MBA/M.Com or a related field.
• Experience: Minimum 5 years of experience in fundraising and financial management.
• Skills:
  • Strong expertise in fund management and financial analysis.
  • Proficient in developing and executing fundraising strategies.
  • Excellent communication and interpersonal skills.
  • Ability to build and maintain strong relationships with investors and financial institutions.
  • Detail-oriented with strong organizational skills.
  • Ability to work independently and as part of a team.
• Preferred Candidates: Female candidates with a pleasant personality.

Company Industry:

• Recruitment
• Placement Firm
• Executive Search

Department / Functional Area:

• Finance
• Treasury

Keywords:

• Fund Raiser Cum Financial Advisor