Financial Advisory Specialist

5 days ago

Riyadh, Ar Riyāḑ, Saudi Arabia KEEPERS ADVISORY SERVICES Full time

Job Summary

This role is designed for a highly motivated and experienced professional to join our team at Keepers Advisory Services. The ideal candidate will possess excellent communication and presentation skills, with a proven track record in managing client relationships and driving business growth.

The successful candidate will be responsible for planning, implementing, and advising clients on their business financial strategy. This will involve managing multiple client engagements, focusing on client relationship management, and performing financial analysis to prepare budgets and forecasts as required.

Main Responsibilities:

  • Managing a portfolio of clients to ensure profitability and growth.
  • Assisting with business development, upselling, and cross-selling advisory services that are mutually beneficial for the client and Keepers Advisory Services.
  • Ensuring a healthy collection and receivables cycle of the portfolio.
  • Establishing, developing, and maintaining relationships with clients, key management personnel, and other stakeholders.
  • Understanding the clients' short and long-term plans, assisting them in reaching their objectives within the agreed-upon scope, and providing strategic recommendations.
  • Ensuring all financial/management reporting and delivery of the services as promised to the client.
  • Ensuring accuracy and high quality in all deliverables in a timely manner.
  • Providing direction, reviewing the work of team members, and providing feedback in a thorough and constructive manner.

Required Skills and Qualifications:

To perform this job successfully, an individual must have the following skills and qualifications:

  • Excellent Communication and Presentation Skills.
  • Team and Client Management Skills.
  • Goal & Solution Oriented.
  • Process Improvement.
  • Strategic Thinking.
  • Project Management.
  • Awareness of Business Trends.
  • Open to New Challenges.

Educational Background:

  • Bachelor's degree in Business, Management, Commerce, or Finance.
  • Professional Qualification (CFA, CMA, CPA, CA) is a plus.
  • Corporate Finance, Accounting, or Finance Backgrounds.
  • Experience with Small-Medium Businesses, tools, & systems is a plus.
  • Advanced MS Excel skills, including Financial Modeling.
  • Understanding of International Financial Reporting Standard (IFRS).

Language Skills:

  • Fluent in Arabic and English.

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