Advisor, Finance Job Description
Advisor, finance
provides advising and/or direction to graduate students, faculty, and staff related to all aspects of progressing through the graduate program.
Advisor, Finance Duties & Responsibilities
To write an effective advisor, finance job description, begin by listing detailed duties, responsibilities and expectations. We have included advisor, finance job description templates that you can modify and use.
Sample responsibilities for this position include:
Work is primarily performed in an office environment
Complete analysis to support providing advice to executives/senior management on cost trends, early warnings and savings opportunities
Contribute to the monitoring, analysis and reporting of financial results against plan/forecast and prior periods
Partner with the Enterprise Costing group, understand the charge-out methodology of operational costs
Liaison for CB and other Platform executives/senior managers for understanding and explaining charge-outs and activity costs
Monitor key cost drivers
Support requirements of CB Finance and other finance teams
Implement efficient standard processes for the timely reporting of financial information
Ensures the integrity, accuracy, completeness of financial information
Consult, creating strong relationships and communication with executives/senior management
Advisor, Finance Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Advisor, Finance
List any licenses or certifications required by the position: CIMA, ACCA, PMP, ASQ, CQM, CPHQ, SHRM, TL3, RJ, CISA
Education for Advisor, Finance
Typically a job would require a certain level of education.
Employers hiring for the advisor, finance job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Accounting, Business, Economics, Education, Business/Administration, Management, International Relations, Acquisition, Associates
Skills for Advisor, Finance
Desired skills for advisor, finance include:
Word
Financial support systems
Microsoft Excel
PowerPoint
CEB research to help resolve high-value business problems for clients
Experience with the graduate business education curriculum and the needs/goals of graduate business students
FERPA
Financial principles and processes
experience advising masters of Finance students
Laws
Desired experience for advisor, finance includes:
Proactively improves finance support to Contact Centres
Contribute towards the timely delivery of team Work Plan Priorities
Escalate regulatory and reputational issues and risks in a proactive and timely manner to the Head of Advisory EMEA for Investment Banking
The post holder, in collaboration with the other Advisory Team members, is accountable for ensuring proactive upward reporting of relevant issues, lateral communication with other Advisory Team members and the control room, seeking guidance and advice as required
Further assignments and collaborations may include training (both live and virtual) and institutional capacity building in the areas of infrastructure finance and public-private partnerships (PPPs)
Minimum 10 years working experience with a proven track record in trade finance (documentary letter of credits, factoring and forfaiting, bank guarantees, payable finance)
Advisor, Finance Examples
1
Advisor, Finance Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of advisor, finance. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for advisor, finance
- Complete the GWS Operations Quarterly Forecast, 5YO and Annual Plan results within the agreed upon timelines and present the results to highlight the necessary key drivers and variances, supporting alignment and execution of Enterprise Cost Programs
- Enhance ongoing advisory to Head, GWS Operations & Technology and all directors of Global Operations groups on ad-hoc issues including what-if modeling of costs, project allocation adjustments, and scenario analysis
- Work with Director, GWS Finance to develop a Global WM Costing Framework for the Operations group
- Ensure GWS Operations process abides by necessary control requirement including PEGA attestations
- Indirect management of one support financial analysts processing entries and maintaining monthly Broadridge Canada Allocation model
- Contribute to the monitoring, analysis and reporting of Individual Investor financial results, including ensuring the integrity, accuracy and completeness of the results in PeopleSoft and EPM
- Participate in the GAM Individual Investor quarterly forecast, annual plan and 5 year outlook end-to-end process - responsible for forecasting key revenue and NIE lines in EPM - balance sheet, product expenses, application development
- Responsible for all product expense reporting including forecast, plan, monthly accruals, account reconciliation
- Responsible for the capitalization, tracking and reporting of all Individual Investor internal/external application development projects >$1MM
- Complete all reporting requirements related to HFT securities recorded in Individual Investor
Qualifications for advisor, finance
- Develop management presentations and provide advice on financial results, forecasts and strategy to senior executives and management committees
- Lead ongoing financial analysis and modelling support required for projects Wealth Management
- Lead Wealth Management’s Planning, Forecasting and 5-Year Outlook processes, working with key stakeholders across WM Finance, ensuring clear communication of timelines and deliverables
- Lead Wealth Management’s Stress Testing process, enhancing internal models and working with the Enterprise Stress Testing team to meet Group Risk Management and OSFI
- Support WM Finance’s role in reporting and analysis of balance sheet management including Liquidity allocation to WM Platform, LCR and Liquidity premium reporting, credit and deposit product profitability analysis, and capital management
- Establish and implement with Enterprise Costing group, an allocation methodology for allocation of operational costs
2
Advisor, Finance Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of advisor, finance. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for advisor, finance
- Liaise with key stakeholders to understand internal charges
- Lead the streamlining and automation of all monthly analysis, chargeout postings and reporting
- Manage the monthly closing cycle for GWS Operations and present the monthly results via effective presentations to highlight the necessary key drivers and variances
- Enhance ongoing advisory to Head, GWS Operations & Technology and Global Operations senior management on ad-hoc issues including what-if modeling of costs, project allocation adjustments, and scenario analysis
- Work with the Director, GWS Finance to develop a Global WM Costing Framework for the Operations group
- Ensure GWS Operations Finance processes abide by necessary governance and controls
- Researching 'raw' ideas and returning informed recommendations
- Creating complex presentations - analyzing data, determining how to best present the information, and creating the slides
- Tracking and reporting priorities and objectives for the CFO's staff
- Preparing agenda for staff meetings, tracking and following up on action items and preparing regular reports
Qualifications for advisor, finance
- Acts as mentor/trainer for backups and new joiners
- Educates the end user as and when necessary
- Confident user of MS Office programs (especially Outlook and Excel)
- Curious, methodological and never stops learning
- Project development and structuring, presentations to customers and project partners
- Support negotiations with customers, bank partners, risk insurers, development banks
3
Advisor, Finance Job Description
Job Description Example
Our growing company is hiring for an advisor, finance. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for advisor, finance
- Ensure Promotional Review Forms (PRF’s) are completed within agreed timeframes and to control standard
- Work with Sales/Deductions to focus on key risks highlighted on trade at risk report, this includes working to reduce aged invalid deductions, off invoice errors and unapproved promotions
- Maintain and Issue Standard Reports for the Sales Teams
- Division Oversight / Finance support for Project Accounting team
- Management of divisional / team mailboxes
- Review Revenue Risk Analysis and follow up with Project Accountants or Project Managers
- Perform Project Validation Audits in compliance with SOX Controls
- Review and approval for Invoice cancellations/credit memos
- Execute off-cycle Time & Material invoicing or other requirements associated to T&M requests
- Execute manual project closure processes
Qualifications for advisor, finance
- Experience in oil & gas, chemical/petrochemical industry preferred
- Experience performance management/ reporting for the businesses preferred
- Minimum fifteen (15) years of experience
- Proven experience in multiple functional areas within large corporations
- Strong modeling skills and experience
- Strong presentation skills and business acumen
4
Advisor, Finance Job Description
Job Description Example
Our company is hiring for an advisor, finance. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for advisor, finance
- Assist Finance Manager and Financial Performance and Strategy Co-ordinator with the budget process
- Assist the Financial Performance and Strategy Co-ordinator with identification of financial risks and remediation options
- As required provide assistance to the Project Assurance, Training and Improvement Coordinator to improve the quality assurance of O2D and the knowledge of project leaders of O2D
- Ensure all relevant deadlines are met for the Program in relation to Financial Management deliverables
- Advisory Services for commercial decision making
- Drive the risk agenda and translate complex issues to commercial stakeholders
- Risk Models (VaR, CFaR)
- Valuation of optionality
- Ad hoc risk and valuation analysis
- Support the CFO/VP-Treasurer/Corporate Finance Team in preparation for Board meetings, including assimilating information from internal and external parties
Qualifications for advisor, finance
- Knowledge of organizational dynamics, change theory, reliability and safety science, improvement methods and tools, measurement and statistical process control
- Prior experience working in a Business Unit Procurement team or Strategic Sourcing Organization
- Commercial Growth Fund led by Vinay Solanki
- Evaluate financial and operational risk to the organization and design the audit scope and objectives accordingly
- Perform test of controls to assess the adequacy of the control environment while coordinating testing with SOX Management and the external auditors
- Identify control weaknesses and partner with the business to design remediation action items
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Advisor, Finance Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of advisor, finance. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for advisor, finance
- Interacting with ERM and other risk management functions to help assure that risk trends are identified and acted upon, as appropriate
- Good knowledge of English, Dutch and/or French
- At least 3 years relevant work-experience, preferably in the financial industry
- Excellent analytical skills, convincing, determined
- Collaborates with project manager(s) to drive the integrity and completeness of functional area projects, programs and solutions
- Manages the activities of individual contributors and/or supervisors with accountability for results in terms of costs, strategies and employees
- Promotes financial literacy amongst students and responsible borrowing to minimize loan debt
- Proactively address any issues that may cause the student financial concerns in regards to student borrowing
- Analyze financial need for students and determine need and sources of aid for students
- Review and analyze weekly reports to conduct proactive research on student accounts
Qualifications for advisor, finance
- Assist in leading efforts of managing and executing the SOX program including identifying, performing testing, and review
- Of SOX controls, while working with and maintaining relationships with business
- Work directly with and perform substantive audit procedures on the behalf of our external auditors EY
- Assist with the transition of controls/processes of new acquisitions and business transformations
- Knowledge in trade finance, project finance, and export finance
- Experience in the long-term institutional investor market is a plus