Finance Advisor Job Description

Finance Advisor Job Description

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Finance advisor provides support for financial audits and other regulatory compliance needs; implement internal controls and risk management procedures.

Finance Advisor Duties & Responsibilities

To write an effective finance advisor job description, begin by listing detailed duties, responsibilities and expectations. We have included finance advisor job description templates that you can modify and use.

Sample responsibilities for this position include:

Maintain a current understanding of the business strategy and be conscious of forthcoming changes to this strategy which may affect the regulatory and reputational risks arising from the business
Contribute to the production and maintenance of the risk cartography of regulatory risks connected to the business line produced by SEGL/CFT/GBS/GIB, ensuring that the inherent regulatory risks posed by business activity are identified, along with the mitigating factors assessed to determine the residual risk and suitable actions required to further mitigate, or reduce, the regulatory risk
Partner efficiently with other areas of Compliance and other support and control functions as required to deliver effective articulation of key risks to management and business leaders
Work with our business partners to ensure all PAR’s are accurately and effectively published for key drivers and sensitivities for Management review
Lead the further development of the Canadian Operational costing study to create an activity based profile of key roles to help understand costs and associated drivers, metrics, and levers aligned to business and operations management perspectives and apply the methodology across international GWS Operations groups
Responsible for ensuring that accurate GAM Individual Investor results are prepared and communicated to business contacts on a timely basis, and providing them financial support through in-depth financial statements
Responsible for providing business contacts with detailed supplementary financial information and proactively responding to adhoc requests on a timely basis
Be a key contact for the business, other finance teams, SRR, internal and external auditors
Collaborate with finance teams and business advisors in WM Canada, GAM, WM US, WM International and WM EM to ensure optimal processes and information flow
You will provides proactive advice to executives/senior management on business performance, cost trends, early warnings and savings opportunities

Finance Advisor Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Finance Advisor

List any licenses or certifications required by the position: CIMA, ACCA, PMP, ASQ, CQM, CPHQ, SHRM, TL3, RJ, CISA

Education for Finance Advisor

Typically a job would require a certain level of education.

Employers hiring for the finance advisor 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 Finance Advisor

Desired skills for finance advisor include:

Admissions
Default management
Excel and Word
Financial aid
Internal control concepts and principles
Placement procedures
Regulatory audits
Retention
Business
Counseling

Desired experience for finance advisor includes:

Good understanding of the educational environment in the UK and internationally
Conducting staff interviews, daily survey reviews and participating in launch & recap presentations to Integrated Market management
Actively collaborate with manager/team on new strategies to provide value added advisory to Partners/Clients that lead to lasting and meaningful relationships
Plan, design and build models in costing software (SAS ABM)
Demonstrate strong analysis of cost breakdown by product/activity
Assist in the consolidation of Distribution Channels Costing Models, prepare and present results to key stakeholders

Finance Advisor Examples

1

Finance Advisor Job Description

Job Description Example
Our company is looking for a finance advisor. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for finance advisor
  • Proactively lead the further development of the Canadian Operational costing study to create an activity based profile of key roles to help understand costs and associated drivers, metrics, and levers aligned to business and operations management perspectives and apply the methodology across international GWS Operations groups
  • Minimum of 5 years relevant working experience acting as a finance business partner in the energy, construction or automotive industry
  • Evaluate the content, quality, and competencies of all financial related reports provided by management
  • Interpret and translate certain complex financial and accounting issues
  • Probe the internal and external providers of financial information to ensure the financial picture presented by management is supported by facts
  • Attend meetings regularly on all financial matters related to the firm
  • Review and evaluate all material provided to external stakeholders to ensure completion and accuracy
  • Maintain close relations with members of the firm’s finance and legal teams
  • Assist in preparing the agenda and setting clear expectations for all participants regarding meeting requirements and deliverables
  • Liaise with internal Shareholder Services personnel on tax matters and related shareholder issues
Qualifications for finance advisor
  • Energetic and enthusiastic collaborative team player
  • University Degree / Higher Education in finance combined with long-term experience in financial markets and organisations
  • Ability to establish and maintain relationships with internal and external customers
  • Drafting and commenting on Letters of Credit, Bank Guarantee wordings and advising on payment terms/securities in contracts
  • Contributing to the implementation of a new global multibank trade finance database monitoring Bank Guarantees and Letters of Credit world-wide within the Group
  • 5 + years overall SAP experience, including Finance
2

Finance Advisor Job Description

Job Description Example
Our company is hiring for a finance advisor. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for finance advisor
  • Participate in the implementation of Information Technology Solutions and Business processes
  • Support, evaluate and continuously improve accounting and finance DBS modules and Business processes to maintain alignment between IJD and MX Dealers plans
  • Participate in creation of project plans and schedules to meet business requirements
  • Learn and communicate business and system processes in support of Deploy & Consult businesses as it aligns to the Project Accounting Toolsets
  • Primary liaison for CB and other Platform executives/senior managers for understanding and explaining allocations and product costs
  • Identify, recommend and monitor key cost drivers and implement efficient standard processes for the timely reporting of financial information
  • Produce documentation for the monthly Standard of Document binders (SODs) related to CM Operations including attestation of account balances
  • Responsible for the accurate and timely reconciliation between EPM and CFRS
  • Responsible to develop and run CM Operations Finance models
  • Responsible for quality control of the CM Operations financial data in all financial systems
Qualifications for finance advisor
  • Experience with unique financial systems such as EPM modelling experience within excel frameworks
  • A minimum of 2 years customer service experience strongly preferred
  • Supporting financial reporting for NIE and FTE through analysis and compilation of data across Canadian Banking each reporting period (month end, quarter end, year end, forecast, plan)
  • Supporting all other projects that arise related to CB NIE
  • IGF Accounting and Pricing experience
  • You have a university degree in Finance or Administration
3

Finance Advisor Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of finance advisor. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for finance advisor
  • Ensure accurate and compliant financial records for the Program or Business Areas
  • Provide advice to Project/Program leaders on O2D, opportunity formation, business cases, project planning, project performance and project closures
  • Responsible for business, financial and strategic analysis, modeling, and decision support for internal and external stakeholders
  • Coordinate with internal groups to assimilate and track relationship bank activities in order to help in the allocation of business opportunities
  • Give advice to SCIWC financial staffs especially on the financial management of the Advance Cash Transfer to DNP quarterly request of budget, tracking project spending, justifying cash management and disbursement
  • Work with the Value Chain Specialist to address finance and investment priorities related to value chain development and innovative solutions for impacts along selected value chains related to improved post-harvest handling and storage
  • Maintain all tasks/responsibilities for student load set by Associate Director or Sr
  • Responsible for preparing and checking that trade spend is correctly recorded in the relevant accounts on an ongoing basis, with specific emphasis on the correct position being reported at month end
  • Responsible for the monthly production and explanation of trade liability and balance sheet reporting to Senior Finance Analyst
  • Support Sales Finance Manager in producing Account Level Trade walks for Month-end and Outlook processes, to develop a clear and concise understanding of the Trade line
Qualifications for finance advisor
  • Responsible for taking ownership of all customer interactions demonstrating professionalism and empathy, being clear on the facts, escalating where necessary and ensuring all procedures are rigorously adhered to
  • Experience working in a fast-paced professional environment with responsibility for managing and contributing to teams developing major projects or initiatives
  • Acquires and maintains high-level knowledge of all procedures
  • Owns and manages complex processes, proactively resolves and reports issues
  • Takes personal responsibility and accountability for successfully completing assignments or tasks
  • Participates in efficiency projects in line with customer requirement
4

Finance Advisor Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of finance advisor. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for finance advisor
  • Supporting loss control and risk assessment functions in the company’s business areas and ERM program
  • Direct contact with departmental Heads, their management team and their business analysts
  • Act as a sparring partner for the business, notably in forecasting and budgeting
  • Support the business with ad hoc analyses and decision support analysis
  • Identifies key operational and performance metrics to measure business performance and drives/owns reporting activities
  • Identify opportunities to improve business processes, seek stakeholder buy-in and implement the new processes
  • Lead business planning process at divisional level & manage stakeholder expectations
  • Contributes to development of and manages the execution of systems and local/global tools to drive consistency and efficiency in managing the business
  • Review and approve requests for Revenue/Cost accruals at period end
  • Perform SOX testing and reporting in alignment with the Services Control Matrix
Qualifications for finance advisor
  • Works collaboratively with others to set standards and procedures that achieve a high level of quality, productivity, or service
  • Support local Management in all financing topics
  • 5+ years experience, at a minimum, in municipal finance
  • Bachelor’s Degree, with accreditation in Finance, Accounting, or related field
  • Minimum 6 -7 years of experience in finance and accountancy
  • Proven experience managing and influencing effectively in a large organization
5

Finance Advisor Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of finance advisor. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for finance advisor
  • Manages Entrance and Exit counseling reports
  • Coordinates and monitors financial aid presentations and trainings throughout the University
  • Providing analysis and developing Board and executive level presentations
  • Update and maintain corporate cost of capital calculations
  • Support Commercial Marine through timely analysis of time charter approvals
  • Provide analytical support to the CFO, Treasurer and Corporate Finance
  • Provide analytical support for the CFO, Treasurer and Corporate Finance
  • Provide Treasury compliance support for OFAC/EMIR/Dodd-Frank requirements
  • Managing annual insurance renewals – This requires understanding the risks facing the company, evaluating insurance market conditions, formulating a strategy for each renewal, meeting with company executives to present the strategy, preparing underwriting presentations and meeting with carriers, resolving issues raised by carriers, and recommending insurance placements that meet the company’s needs
  • Ongoing oversight of insurance programs – This includes working with the Claims Department and Law to make sure that claims are filed with carriers appropriately and that the company’s claims strategy and insurance renewal strategy are coordinated effectively, notifying carriers of changes in the company as required, working with carriers to amend coverage mid-year as required, and making sure premiums are accounted for and budgeted for appropriately
Qualifications for finance advisor
  • Budget and Finance Qualification
  • Depending on assigned area, specialized knowledge, skills, abilities and experience may be required
  • Self-motivated with the ability to work independently or as the member of a team
  • Able to lead project groups and independently represent the finance function
  • Manage all processes of the Corporate Office Finance group (ex
  • Draft audit findings into a formal report to be issued to senior business leaders

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