Financial Senior Consultant Job Description

Financial Senior Consultant Job Description

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Financial senior consultant provides proactive advice, creative solutions and analysis to the business group, including cost allocation principles, methodology and activity based costing, to support financial and strategic initiatives and achievement of business strategies and financial targets.

Financial Senior Consultant Duties & Responsibilities

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

Sample responsibilities for this position include:

Ad hoc analysis of sales, production, and accounting data import and export trade statistics
Provides financial support to the state finance lead and state business partners via high quality, accurate reporting and analysis completed in a timely and well-planned manner
Works with finance lead and state business partners in producing the state Forecast and/or Plan through detailed analysis, projections and modeling
Writing and verbal communication skills are a must due to significant client interaction
Reviewing effectiveness of current channels, identifying and implementing projects to optimise channel performance and channel mix
Reviewing current capabilities, defining and implementing roadmap to develop all aspects of digital capabilities
Leveraging insights and customer analytics to identify analytics in order to drive value from the customer base through marketing campaigns, customer acquisition, cross-sell or retention activities
Identifying customer segments and specific objectives to maximise value from each group
Reviewing organisation's current customer experience goals programme and fit with Brand objectives
Reviewing effectiveness of sales organisation including processes, operating model, channels, technology talent management, performance management

Financial Senior Consultant Qualifications

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

Licensing or Certifications for Financial Senior Consultant

List any licenses or certifications required by the position: CPA, CFA, FRM, CA, ASA, CIA, ACCA, CISA, V3, ITIL

Education for Financial Senior Consultant

Typically a job would require a certain level of education.

Employers hiring for the financial senior consultant job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Education, Finance, Accounting, Business, Economics, Computer Science, Engineering, MBA, Technical, Business/Administration

Skills for Financial Senior Consultant

Desired skills for financial senior consultant include:

Financial modules
Spoken and written English
Integration of the Financial modules with the other main modules MM / CO / PS / SD
Activity based costing and familiar with standard activity costing structures
Cognos
Analysis
Business Objects
Financial reporting
GAAP and experience with cost recovery models
Hyperion

Desired experience for financial senior consultant includes:

Reviewing effectiveness of service channels (including contact centre, self-service and face to face channels), identifying and implementing operating model, workforce or technology projects to improve performance
A good understanding of CRM technologies and trends, with experience in implementing these to deliver customer and business outcomes
Project Scoping and Shaping - Experienced in reviewing client needs, and shaping structured programmes of work to deliver against client objectives
Project Management - Proven track record in managing complex business projects with multiple workstreams, from mobilisation through to implementation
Stakeholder Management - Capable of building strong relationships with multiple stakeholders of varying seniority
Team Management - Proven capability in team management comprising both internal and client personnel

Financial Senior Consultant Examples

1

Financial Senior Consultant Job Description

Job Description Example
Our innovative and growing company is hiring for a financial senior consultant. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial senior consultant
  • Revenue optimization
  • Review business cases and post-mortems for affordability initiatives, capital, new ventures, and significant RFPs
  • Deliver assigned courses in your curriculum areas to high levels of quality
  • Achieve a utilization rate of 180 days per year spent in course delivery, content development and sales/customer support of new training plans
  • Work with Sales and other regional and global stakeholders to shape the complete services portfolio
  • Promote training offerings in the classroom, with social media and with direct customer contact
  • Stay up-to-date on all financial offerings within the Learning Hub and how these can meet specific customer needs
  • Act as trusted advisor that understands the customer’s business needs and goals
  • Conducts and documents complex financial and business related analyses and research fields including financial and expense performance and enrollment activity
  • Contributes to developing a business architecture strategy based on a situational awareness of various business needs
Qualifications for financial senior consultant
  • Go Beyond trips overseas
  • Experienced and well networked leadership team
  • Personal days off and regular incentives such as high performer's lunches and vouchers
  • Monthly /quarterly team nights outand a fantastic team culture
  • Possesses broad/diverse knowledge in multiple areas of IT processes and roles/responsibilities
  • Solid knowledge of the T&O & CTD organizations
2

Financial Senior Consultant Job Description

Job Description Example
Our company is hiring for a financial senior consultant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial senior consultant
  • Capture the tactical and strategic goals that provide traceability through the organization and are mapped to metrics that provide ongoing governance
  • Lead or participate in a Capco team to best service our clients’ needs while developing an understanding of client strategic direction, issues and project goals
  • Get involved with internal IP, thought leadership, and solution development to further expand your knowledge of consulting, project management, financial products, process optimization techniques (such as Six Sigma), and a variety of other areas
  • Participate in the development of new opportunities for Capco
  • Utilize your intellectual curiosity and innovative thinking to solve complex problems
  • Work on the implementation of strategies and integrated solutions to address client needs
  • Gain tremendous exposure to senior financial services professionals while participating in client meetings and workshops
  • Have multiple opportunities for leadership and visibility by developing high quality presentations and reports to effectively communicate project findings to client team Capco internal
  • Participate in various marketing campaigns, seminars, luncheons, to educate clients on new trends in market while trying to enhance reputation and expand client base
  • Responsible for staying informed as to the economic and political environment and the firm's investment outlook
Qualifications for financial senior consultant
  • Lucrative, transparent and monthly commission structure so fantastic opportunity to earn bonus quickly
  • Ability to build solid relationships with senior stakeholders in various business areas, with a proven ability to push back, influence and gain buy in
  • Applied Lean, Six Sigma or similar tools with clear bottom line results
  • Bachelor degree orabove in Accounting, Business with accounting focus, or similar qualifications.Professional
  • Detailed understanding and proven experience of at least one SAP Finance module (GL - New GL with Segment Reporting, Accounts Receivable / FSCM, Accounts Payable / Banking, Cost Center Accounting, Cost Element Accounting & Internal Orders, Project Systems, Investment Management, Asset Accounting, Product Costing, COPA, FICA, PSCD, FSCD, Cash Management, Treasury) ‑ including transactions and configuration options
  • 3-5 years of technical and financial advisory experience related to financial modeling and strategic decision making
3

Financial Senior Consultant Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of financial senior 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 financial senior consultant
  • Work with Regional Sales Manager to develop a strategic business plan with measureable results and achieve designated goals to include revenue, referrals and professional development
  • Deliver subject matter expertise in capital markets and asset management across all asset classes, trade life-cycle, regulatory requirements
  • Ensuring that all written deliverables provided by the Integration Services Vendor Project Manager are stored in the appropriate network folders and archived as necessary
  • Holding Integration Services Vendor accountable through oversight and reporting for completing the Implementation Project on time, within scope, within budget and according to the required quality standard (with agreed specifications)
  • Helping to resolve issues, risks and conflicts
  • Managing project change request process and facilitates the approval process for requests submitted by the Integration Services Vendor Project Manager
  • Escalating unresolved issues to the PMO in accordance with policies, as appropriate
  • Reviewing the detailed Project Plan and supporting tracking schedules on an ongoing basis and documenting noted issues and concerns with project progress in accordance with the Project Plan
  • Responsible for the independent management oversight of the ERP Project
  • Manage operational aspects of SPV administration
Qualifications for financial senior consultant
  • Must have strong knowledge of financial planning software
  • Ability to support clients throughout decision making processes, using technical and commercial skills on transactional and strategic mandates
  • Strong business diagnostic skills and ability to apply a logical and analytical approach to problem solving
  • Ability to explain complex technical issues in non-technical terms
  • Exhibits the attributes needed to grow into a project management role
  • Ability to identify and resolve accounting/audit issues
4

Financial Senior Consultant Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of financial senior consultant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial senior consultant
  • Review and approve all monthly/quarterly accruals
  • Review and approve EFT’s and corresponding journal entries for cash settlements
  • Investigate, resolve and reconcile any discrepancies in activity relative to reported experience
  • Manage all audit and related work with internal and external auditors, regulators and reinsurers
  • Oversee the balance sheet certification process
  • Provide support on feasibility studies, formation of captives, and financial impact attribution as required to internal and external stakeholders
  • Evaluate reinsurance program structure and identify opportunities to create efficiencies
  • Support the ratings process for captives with outside agencies
  • Develop and maintain business requirements and other supporting project documentation
  • Monitor current and emerging developments/trends in the structured reinsurance industry
Qualifications for financial senior consultant
  • Actively participate in regular cadence to review leading indicators, key metrics, cost trends and other useful analytics (pre and post monthly shared services close calls, pre-forecast meetings)
  • Graduate from of an engineering or trade school, or Master degree specialized in finance with good understanding of the different financial instrument
  • You have an experience of at least 3 years in Investment Management companies and you are experienced with the different asset classes (equity, fixed income, OTC products, derivatives CDS, exotic...)
  • Develops new financial models and applications based on professional principles and theories
  • Strong background in mathematical finance at the level of a Master's level degree in Mathematical Finance, Mathematics of Finance, Financial Engineering or Quantitative Finance is generally a prerequisite, although very strong undergraduates with necessary background and/or relevant work experience may be considered
  • Ability and willingness to travel 20% or more of the time
5

Financial Senior Consultant Job Description

Job Description Example
Our company is searching for experienced candidates for the position of financial senior 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 financial senior consultant
  • Support the development of board and management presentations
  • 2-4 years’ relevant experience involving financial or economic modelling
  • A relevant tertiary qualification (Economics, Commerce, Business, Finance)
  • Along with others, managing client relationships with respect to gathering necessary data in order to meet deadlines
  • Developing ideas to assist clients with operational and control opportunities
  • Along with others, completing project planning and management of critical deliverables
  • Has a strong understanding of financial practices and principles short and long term action implications
  • Fulfills an important relationship management role between GTO Finance and Corporate Financial Operations group
  • Consultant and Consultant Sr
  • Investigates and resolves questions and problems on payroll matters
Qualifications for financial senior consultant
  • A degree in Business, Finance or Accounting and 3+ years experience in valuation or consulting
  • Help with shared services segment and product allocations
  • Reviewing and challenging the conceptual design and appropriateness of projection methodologies utilized for capital adequacy assessments, inclusive of results
  • Conducting a range of financial analyses with both internal and external data, which may include topics in corporate finance, peer reviews and capital adequacy
  • Supporting the review and challenge of projection methodologies for Capital Planning purposes
  • A holder of a valid Swiss working permit

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