Financial Advisory Job Description

Financial Advisory Job Description

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Financial advisory provides leadership on internal audit and consulting projects with heavy focus on internal control design & operation, technical GAAP accounting matters, and developing innovative compliance solutions.

Financial Advisory Duties & Responsibilities

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

Sample responsibilities for this position include:

Providing advice to clients on accounting advisory projects including the first-time adoption of IFRS, the Conversion to New GAAP, transaction accounting, and complex financial instruments
Working with clients to optimise the finance function
Developing relationships across service lines within the business to identify opportunities for cross selling
Advise to management and clients on the successful delivery of statutory projects, ensuring technical excellence and practical/business driven approach taken
Provide consultative advice to clients regarding IFRS interpretation at a transactional and reporting level on subjective finance issues
Researching and providing initial draft on (a) general economic conditions, (b) industry-specific conditions and trends, and (c) various investment attributes of illiquid securities
Assisting with sales and marketing initiatives for prospective and existing clients
Supports Senior Commercial Relationship Managers in the underwriting and administration of credit requirements primarily related to annual reviews with a focus on simplification of credit and putting our best deal forward first time
Risk assessment, Transaction Requests (CCR’s) and Risk Analysis (Newton Tool) preparation
Direct client contact including discovery meetings, drafting and issuance of discussion papers, negotiation of terms and conditions including pricing, and closing meetings/presentations as required

Financial Advisory Qualifications

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

Licensing or Certifications for Financial Advisory

List any licenses or certifications required by the position: CPA, CA, ACCA, CFA, CIA, ERP, CTP, AICPA, CAMS, CFF

Education for Financial Advisory

Typically a job would require a certain level of education.

Employers hiring for the financial advisory job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Accounting, Economics, Business, Business/Administration, Graduate, MBA, Engineering, Mathematics, Financial Services

Skills for Financial Advisory

Desired skills for financial advisory include:

Sarbanes-Oxley Act provisions and methodologies for achieving compliance
Audit reports
Work programs
Control summaries
Audit methodologies and developing key internal audit deliverables
Institute of Internal Auditors code of ethics and compliance requirements
Accounting operations and financial frameworks
Auditing processes and methodologies
Mergers and acquisitions
GAAS

Desired experience for financial advisory includes:

Strong ability to model financial sensitivity and scenario worksheets
Or firm
Professional accounting designation (CA, CGA, CPA)
Minimum of 10 years in a corporate environment, at least 5 of which directly managing a team
Strong knowledge of technical tax, estate and financial planning ideas and strategies
Excellent written, verbal and interpersonal communication skills with all levels of employees

Financial Advisory Examples

1

Financial Advisory Job Description

Job Description Example
Our company is growing rapidly and is hiring for a financial advisory. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for financial advisory
  • Ability to be flexible and Agile
  • Can identify and solve problems
  • Display excellent communication skills and a professional image
  • Customer relationship and service skills
  • Provide administrative support for the FA marketing function manage the marketing calendar
  • Exposure to Securitized Products like RMBS / CMBS / ABS /CDO/Esoterics will be a plus
Qualifications for financial advisory
  • Team management / ability to manage an established, technically strong and closely knit team
  • Leadership, excellent written & communication skills, employee development, relationship building
  • Ability to work on a number of open positions simultaneously
  • Ability to prioritize highest in-demand needs
  • 3+ years professional experience from a professional services firm or experience recruiting in a professional services setting and/or recruiting internal audit professionals
  • Experience using LinkedIn and social media to network
2

Financial Advisory Job Description

Job Description Example
Our innovative and growing company is looking for a financial advisory. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for financial advisory
  • Liaise with the global team and serve as project manager for our client mandates across multiple internal
  • Teams and a variety of different work streams
  • Manage teams and direct reports and be accountable for the quality of the project work performed by
  • Them
  • Serve as a senior team member of our asset class teams or analytics teams on specific mandates
  • Requiring a quantitative/analytical approach
Qualifications for financial advisory
  • The ideal candidate should have 4-7years of work experience
  • Bachelor’s or Master’s degree in finance, accounting, business, applied mathematics, statistics, engineering, or equivalent quantitative field
  • Understanding of basic probability and statistical concepts
  • Strategy of re-organization policies and support
  • Corporate performance management (CPM)
  • Budgeting management solutions
3

Financial Advisory Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of financial advisory. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for financial advisory
  • Ability to analyse financial institutions for the purpose of assigning credit ratings
  • Proficiency in use of Excel/Word/PowerPoint/Adobe
  • Fluent in spoken and written English, Mandarin or Cantonese skills
  • Ability to work independently, yet contribute to team objectives
  • Enthusiasm and aptitude to learn quickly
  • Willingness to take responsibility and form opinions
Qualifications for financial advisory
  • Cost down of J-SOX support
  • 3 - 10 years of solid finance experience
  • Worked at a consulting company dong finance/ accounting
  • Development of ERP systems
  • Strong credit analysis or research experience working in rating agency, bank, regulator, or investment manager (or similar institution)
  • Ability to analyse banking sector data and derive conclusions
4

Financial Advisory Job Description

Job Description Example
Our innovative and growing company is looking for a financial advisory. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for financial advisory
  • Analyze and compile client financial information in direct contact with the client
  • Preparation of meeting notes
  • CPA certification and relevant professional certifications a plus
  • Development of guidance and information content to enable the audit division in the provision of accounting and financial reporting advisory services
  • Providing consultative assistance on accounting matters relating to the audit & AFA practice
  • Assist in the development and delivery of accounting and financial reporting learning programs to partners and managers
Qualifications for financial advisory
  • IFRS matching services
  • Flexibility to support other teams if necessary
  • Strong ability to interpret & explain complex problems related to Financial Institutions, Banks & Markets
  • The capability to take an innovative approach to developing solutions
  • Experience desirable
  • Capability to take an innovative approach to developing solutions
5

Financial Advisory Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of financial advisory. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for financial advisory
  • Ability to analyse issues from a financial, service and policy perspective
  • You have the capacity to mobilise and lead teams of experts with diverse skill sets
  • Weekly status updates to Accounting & Financial
  • Advisory management team
  • Daily Comms on Caseware to business Unit and Clients if necessary
  • Promote Caseware firm-wide
Qualifications for financial advisory
  • Preparation of GRAP Financial Statements
  • Ensure currency with regard to SAICA IFRS updates
  • Develop a training plan on the use of Caseware
  • Within A&FA
  • Put a team of Caseware consultants together
  • Effectively manage Caseware team

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