Position Main Objective -
To support clients and internal teams in analyzing financial data, preparing reports, and providing actionable insights that promote sound financial decision-making. The Financial Consultant will assist in budgeting, forecasting, financial planning, and investment analysis, helping to ensure financial health and strategic alignment with organizational goals.

Duties & Responsibilities -
• Assist in the preparation of financial plans, models, and reports for clients or internal stakeholders.
• Analyze financial data to identify trends, variances, risks, and opportunities.
• Support budgeting and forecasting processes across departments or client portfolios.
• Collaborate with senior consultants or finance managers to develop tailored financial strategies.
• Prepare client presentations, investment proposals, and financial documentation.
• Conduct industry and market research to support strategic financial recommendations.
• Monitor financial performance indicators and assist in KPI reporting.
• Ensure compliance with relevant financial regulations, company policies, and accounting standards.
• Participate in client meetings to gather requirements, present findings, and provide financial insights.
• Maintain updated knowledge of financial products, economic conditions, and market trends.


Educational -
• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
• Professional certifications such as CFA (Level I or II), CPA, or progress toward completion is an advantage.


Experience -
• 1 to 3 years of experience in financial analysis, consulting, or corporate finance roles.
• Internship or prior exposure to financial planning, modeling, or advisory services is preferred for junior level.


Skills & Competencies -
• Strong analytical and quantitative skills with attention to detail.
• Proficiency in Microsoft Excel (advanced), PowerPoint, and financial modeling tools.
• Basic understanding of accounting principles and financial statements.
• Good written and verbal communication skills for presenting financial data and recommendations.
• Client-focused mindset with a collaborative, proactive approach.
• Ability to manage multiple tasks and deadlines in a dynamic work environment.
• High level of integrity and confidentiality when handling sensitive financial data.
• Eagerness to learn and develop within the finance and consulting domain.