Finance Consultant Job Description
Finance Consultant Duties & Responsibilities
To write an effective finance consultant job description, begin by listing detailed duties, responsibilities and expectations. We have included finance consultant job description templates that you can modify and use.
Sample responsibilities for this position include:
Finance Consultant Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Finance Consultant
List any licenses or certifications required by the position: AX, D365, CGFM, CDFM, CPA, CFA, SAP, HCM, R3, F&O
Education for Finance Consultant
Typically a job would require a certain level of education.
Employers hiring for the finance consultant job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, Business, Business/Administration, Education, MBA, Economics, Information Technology, Computer Science, Technical
Skills for Finance Consultant
Desired skills for finance consultant include:
Desired experience for finance consultant includes:
Finance Consultant Examples
Finance Consultant Job Description
- Identify and help lead process improvements, methods and activities to improve organizational efficiency and effectiveness and generate white space
- Support sector ad-hoc analyses as requested
- Support with budget development, monitoring, and forecasting for Arts Week 2017 and related initiatives
- Provide operational support to the Operations Lead in the area of HR, Finance, Admin, Travel and Procurement
- Develop and produce expenditure status reports on a periodic basis to provide an overview to the management team
- Support with processing payments in line with UN Women procedures and rules and regulations (including vendor set-up, approval and amendments as requested)
- Make all necessary logistical arrangements regarding Travel in Atlas ensuring that appropriate entitlements calculations are fulfilled
- Ensure that all financial transactions are identified and recorded in compliance with IPSAS as outlined in the corporate policies and procedures
- Understand client’s current situation on financial process and their needs for improvement
- Data analyzing, researching and presenting the best practice results to client
- Excellent base salary, plus generous package available
- Finance Strategy / Strategic Planning
- Process Engineering / Re-engineering
- Close Optimization
- Bachelors / Master's degree in Finance
- Professional qualification such as PMP, CFA, CMA and CPA is preferable
Finance Consultant Job Description
- Project delivery and material consolidation
- Reporting preparation for Mile-stone presentation
- Client-facing and business development supporting
- Generate additional dealership revenue by providing customers with a thorough explanation of financing and products by selling
- Maintain 100% menu utilization at all times
- Understand, stay aware of, and comply with federal, state, and local regulations that affect new-used vehicle and finance departments
- Submit all completed paperwork, including contracts, to lending institution in a timely manner in order that the dealership is promptly funded
- Maintain a working knowledge of current finance and lease rates and special related programs of all finance sources sharing information with sales managers and sales force
- Maintain a readily accessible folder of finance and lease rates and special factory programs
- Handle all rate quotations
- Minimum of 3 to 4 years of experience in reputable consulting firm
- Ability to prepare and conduct presentations to clients
- Sound communication skills in English, both written and spoken
- Arabic is beneficial
- Knowledge and experience of a leading ERP is an added advantage
- Third level educated, ideally with a finance qualification
Finance Consultant Job Description
- Have access to our broad range of market-leading services, and our extensive knowledge base accumulated over hundreds of successful projects to develop your career
- Convert cash deals to finance
- Set up and maintain, in conjunction with Sales Manager, an adequate program which will ensure a 100% turnover ratio to the F & I department
- Actively support the sales process
- Explain procedures to sales consultants to transition between sales and financial services
- Prepare monthly penetration reports on finance penetration and share with Sales Manager
- Check all paperwork for correct title, lien information, taxes, before submitting to the Accounting Department
- Insure that customer’s vehicle is registered in a timely fashion
- Using the Reynolds and Reynolds computer system, receipt in all customer cash, checks, and credit card transactions in compliance with methods specified by accounting department
- Responsible for collecting registration fees through direct payment in contract, or by collecting blank check made out to DMV
- Creation and management of required project artifacts base on agile development processes
- SAP experience prefer
- Great English communication in both verbal and written
- 3-5 years technical business analysis experience
- MBA or advanced degree in healthcare or technology
- Bachelor degree in Business (Accounting, Finance, or Health - related business degree.)
Finance Consultant Job Description
- Obtain AFIP certification within 60 days of employment scoring a minimum of 80%
- Exhibit a high level of commitment to customer satisfaction
- Ensure that deal approvers have a full and open view of the relevant facts and assumptions underlying the engagements financial plan
- Work closely with the pursuit team and account team to understand the scope of the Regional engagement and contract in order to provide the requisite analysis or information and recommendations to the pursuit and account team
- Do scenario simulation of key deal features
- Presales and Sales financial consulting
- Design of financial due diligence in regard to pricing
- Improve deal win rate through proactive financial engineering
- Ensure the quality, completeness and transparency of financial evaluations and communication written and oral to the deal approvers
- Present the financial analysis and assessment at the opportunity review meetings to senior management
- Good working knowledge of data base structure
- Strong business acumen (cost vs
- A university education or equivalent
- Consistency highquality personal and professional standards
- Experience withvisualisation software such as QlikView or Tableau
- Experience with Lawson General Ledger, AP/AR, Budgeting, Billing, Purchasing, Asset Management, Project and Activities Accounting, Billing and Revenue Management, Grant Management
Finance Consultant Job Description
- Advise on revenue recognition policies
- Ensure deferred revenue is minimized and work with legal and controllership to discuss contractual agreements do not affect revenue recognition
- Share knowledge and documentation (transfer, communication with counterparts)
- Establish positive working relationships with the customer team, to get the best understanding of the existing cost structure possible
- Establish open lines of communication between regional and if required, worldwide groups
- Consults and provides required documentation to the Solution Opportunity Approval Review (SOAR) process
- Review, analyze and clean up accounts of related funds and/or projects
- Review related fund terms of reference and/or donor agreements and advice on the terms and conditions
- Prepare and present financial data on the status of the financial resources as scheduled or upon request
- Support in the preparation of financial donor reports if required
- Prior knowledge of SQL/SAS or other database experience
- Technical proficiency with Salesforce and SQL
- Knowledge of any other UN language (French/Spanish/Arabic) desirable
- Define requirements to change/improve user experience, product design and pricing, marketing and communication, agent network, business processes, access to phone coverage, electricity and phones/smartphones
- Assess support needed by the stakeholders to implement these requirements
- Agree with stakeholders and UNCDF the type of support needed (technical assistance or grant)