Experienced - Financial Advisory

SUMMARY

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 assist 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:

1. Managing, identifying potential leads and growing a portfolio of clients to ensure profitability.
2. Assisting with business development, upselling, and cross-selling advisory services that will be mutually beneficial for the Client and Keepers.
3. Ensuring a healthy collection and receivables cycle of the portfolio.
4. Establishing, developing, and maintaining relationships with clients, key management personnel, and other stakeholders.
5. Understanding the clients’ short and long-term plans, assisting them in reaching their objectives within the agreed-upon scope, and providing strategic recommendations.
6. Ensuring all financial/management reporting and delivery of the services as promised to the client.
7. Ensuring accuracy and high quality in all deliverables in a timely manner.
8. Ensuring the manager/partner is well informed about important client issues and ad hoc requests on a timely basis.
9. Providing direction, reviewing the work of team members, and providing feedback in a thorough and constructive manner.
10. Collaborating with the team to achieve client goals, involving all members in decisions and actions.
11. Providing required training and coaching to help team members learn, grow, and develop.
12. Liaising and coordinating with auditors for interim and annual audits.
13. Developing and preparing Standard Operating Procedures, identifying improvements and enhancements as required, and providing training to all stakeholders on the same.
14. Preparing financial budgets, forecasts, and other analysis as per client requirements.
15. Analyzing financial and non-financial data, creating financial models, and providing recommendations to clients.
16. 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:

1. Excellent Communication and Presentation Skills.
2. Team and Client Management Skills.
3. Goal & Solution Oriented.
4. Process Improvement.
5. Strategic Thinking.
6. Project Management.
7. Awareness of Business Trends.
8. Open to New Challenges.

EDUCATION and/or EXPERIENCE:

1. Bachelors in Business, Management, Commerce, or Finance.
2. Professional Qualification (CFA, CMA, CPA, CA) is a plus.
3. Corporate Finance, Accounting, or Finance Backgrounds.
4. Experience with Small-Medium Businesses, tools, & systems is a plus.
5. Advanced MS Excel skills, including Financial Modeling.
6. Understanding of International Financial Reporting Standard (IFRS).

LANGUAGE SKILLS:

1. Fluent in Arabic and English.