Senior Financial Strategist
4 days ago
This role involves driving business growth and financial strategy for clients. As a Senior Financial Strategist, you will manage multiple client engagements and focus on building strong relationships with key stakeholders.
You will analyze financial data, prepare budgets and forecasts, and provide strategic recommendations to clients. Your ability to understand their short and long-term plans will be crucial in helping them achieve their objectives.
The ideal candidate will have excellent communication and presentation skills, as well as experience with financial modeling and analysis. A professional qualification such as CFA or CPA is highly desirable.
Key responsibilities include:
- Identifying potential leads and growing a portfolio of clients.
- Assisting with business development and upselling advisory services.
- Managing a healthy collection and receivables cycle of the portfolio.
- Establishing and maintaining relationships with clients and other stakeholders.
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