Finance Consultant Job Description
Finance consultant
provides functional support & maintenance of Finance applications (PeopleSoft GL & Conso, Business Objects, Access Databases,...).
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:
Managing your client and candidate recruitment needs
Twelve month rotations (required)
Compile financial data for monthly inclusion in internal/external reporting, billing, costing, and staffing updates
Update monthly profit and loss statements, projections, and budgets
Assist client with post acquisition integration duties in a changing environment
Manage a portfolio of high-visibility projects involving leading/coordinating project activities among senior stakeholders across multiple functional areas
Provide financial transparency to leadership team budget adherence and deviations
Act as the primary point of contact for channel senior leaders throughout the company, providing them with insight on credit strategies impacting their channel's performance
Coordinate Cost Centers and PO's realignment effort
Support Consolidation process
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:
Microsoft Office applications
Excel
Hyperion
Access and multi-dimensional databases
Visual Basic
PowerPoint
Industry
SQL
Access
Financial processes
Desired experience for finance consultant includes:
Experience of providing Finance transformation consulting services to leading organisations in Ireland
Strong reputation as a trusted advisor, and capability and ability to manage Executive level client relationships
Proven leadership capability - track record of successful project completion
ACA/ ACCA/ CIMA or CPA Qualification
Bachelor's degree, preferably in Computer Science, Finance or Accounting
Experience of providing Finance transformation consulting services to leading organisations within the GCC/Middle East region
Finance Consultant Examples
1
Finance Consultant Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of finance consultant. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for finance consultant
- 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
Qualifications for finance consultant
- 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
2
Finance Consultant Job Description
Job Description Example
Our company is growing rapidly and is looking for a finance consultant. 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 finance consultant
- 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
Qualifications for finance consultant
- 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
3
Finance Consultant Job Description
Job Description Example
Our company is growing rapidly and is hiring for a finance consultant. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for finance consultant
- 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
Qualifications for finance consultant
- 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.)
4
Finance Consultant Job Description
Job Description Example
Our company is hiring for a finance consultant. 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 finance consultant
- 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
Qualifications for finance consultant
- 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
5
Finance Consultant Job Description
Job Description Example
Our company is growing rapidly and is looking for a finance consultant. 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 consultant
- 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
Qualifications for finance consultant
- 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)