Senior Financial Consultant

1 month ago


New York, United States augmentjobs Full time
Job DescriptionJob Description

Job Summary:

We are seeking an experienced and highly motivated Senior Financial Consultant to join our team. The ideal candidate will have a strong background in financial analysis, strategic planning, and client advisory services. This role requires expertise in financial modeling, investment strategies, and risk management. As a Senior Financial Consultant, you will work closely with clients to develop comprehensive financial plans and provide actionable insights to help them achieve their financial goals.

Key Responsibilities:

  • Client Advisory: Serve as a primary point of contact for clients, offering expert advice on financial strategies, investment opportunities, and risk management.
  • Financial Analysis: Conduct in-depth financial analysis and modeling to support client decision-making processes and identify opportunities for growth.
  • Strategic Planning: Develop and implement strategic financial plans tailored to clients' specific needs and objectives.
  • Portfolio Management: Oversee and manage client investment portfolios, providing recommendations and adjustments based on market conditions and client goals.
  • Risk Assessment: Evaluate and mitigate financial risks, ensuring clients are well-informed about potential threats and opportunities.
  • Reporting: Prepare detailed financial reports and presentations for clients, highlighting key performance indicators and strategic recommendations.
  • Compliance: Ensure all financial practices and recommendations adhere to regulatory requirements and company policies.
  • Team Collaboration: Work collaboratively with other financial consultants and departments to deliver integrated financial solutions and enhance client satisfaction.
  • Market Research: Stay abreast of financial trends, market developments, and economic factors to provide informed and timely advice to clients.

Qualifications:

  • Education: Bachelor's degree in Finance, Accounting, Economics, or a related field; a Master's degree or relevant certification (e.g., CFA, CFP) is preferred.
  • Experience: Minimum of 5-7 years of experience in financial consulting, analysis, or related roles, with a proven track record of managing client portfolios and delivering strategic financial advice.
  • Skills:
    • Strong analytical and problem-solving skills.
    • Proficiency in financial modeling and analysis tools (e.g., Excel, financial software).
    • Excellent communication and presentation skills.
    • Ability to build and maintain client relationships.
    • Knowledge of regulatory requirements and industry best practices.
  • Personal Attributes: Detail-oriented, proactive, and able to work independently and as part of a team. Demonstrated ability to manage multiple projects and priorities effectively.

Benefits:

  • Competitive salary and performance-based bonuses
  • Health, dental, and vision insurance
  • Retirement plan with company match
  • Paid time off and holidays
  • Professional development and continuing education opportunities
  • Flexible work arrangements


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