Senior Financial Services Consultant
2 weeks ago
Job Title: Senior Financial Services Consultant
Job Summary:
Cordia Resources by Cherry Bekaert is seeking a Senior Financial Services Consultant to join their dynamic team. As a key member of the team, you will be responsible for managing a portfolio of clients, providing financial guidance, and developing strategies to improve their financial performance.
Key Responsibilities:
- Manage a portfolio of 40 – 70 clients, providing functional support from a Treasury and Credit Analyst.
- Collaborate with clients to understand their long-term goals and develop financial projections to support their growth and success.
- Maintain strong relationships with clients, providing regular updates on financial performance and recommendations for improvement.
- Develop and implement financial strategies to improve clients' financial performance, including cost-saving measures, cash flow optimization, and revenue growth initiatives.
- Assist clients with financial management, including financial reporting, and compliance with government regulations.
- Conduct comprehensive financial analysis to understand clients' business operations, goals, and challenges.
- Provide guidance on financial planning and budgeting, including forecasting, financial modeling, and scenario analysis.
Requirements:
- Bachelor's degree in Finance, Accounting, or Economics.
- A minimum of 5 years of related experience, preferably in leveraged finance.
- A minimum of 2 years of experience managing a team / in a supervisor role.
- CPA, CFA, or other relevant industry certification(s).
- Strong analytical and problem-solving skills, with the ability to understand complex financial data and develop creative solutions.
About Cordia Resources by Cherry Bekaert:
Cordia Resources by Cherry Bekaert is a thriving player in the Financial Services industry, with a strong emphasis on accountability and collaboration. We offer an alternative to traditional banking and nurture a consulting-like culture.
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