Experienced - Financial Advisory

2 weeks ago

Ar Rahmaniyyah Riyadh Saudi Arabia Keepers Advisory Full time 120,000 - 240,000 per year

SUMMARY

This position will be responsible for planning, driving, and advising clients on their business financial strategy. He/ She will manage multiple client engagements and focus on client relationship management. He/She will perform financial analysis, prepare budgets, and forecasts as per requirements. The role will be assisting the business in making well­ informed decisions to ensure financial success. He/ She will be responsible for managing, coaching and developing team members.

This position is an excellent opportunity for individuals looking to manage/work with a great team, have autonomy and make an impact in a fast paced work environment.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Managing, identifying potential leads and growing portfolio of clients to ensure profitability
  • Assisting with business development, upselling and cross selling of advisory services that will be mutually beneficial for the Client and Keepers
  • Ensuring a healthy collection and receivables cycles 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 objective 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
  • Ensuring the manager/ partner is well informed about important client issues and ad hoc requests on a timely basis
  • Providing direction, reviewing work of the team members and providing feedback in a thorough and constructive manner
  • Collaborating with the team to achieve client goals, involving all members in decisions and actions
  • Providing required training, and coaching to help team members learn, grow, and develop
  • Liaising and coordinating with auditors for interim and annual audits
  • Developing and preparing of the Standard Operating Procedures, identifying improvements and enhancements as required and providing training to all stakeholders on the same
  • Preparing financial budgets, forecasts, and other analysis as per client requirements
  • Analyzing financial and non-financial data, creating financial models, and providing recommendations to clients
  • Developing initiatives, identifying problems, and finding solutions that will improve clients' financial performance and position

QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. 

Required Skills/Abilities:

  • 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

EDUCATION and/or EXPERIENCE:

  • Bachelors 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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