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JOB

Financial Manager/Analyst
 Financial Analyst Job Description
The following are all aspects of a financial analyst’s duties:

 Perform financial forecasting, reporting, and operational metrics


tracking

 Analyze financial data and create financial models for decision


support

 Report on financial performance and prepare for regular leadership


reviews

 Analyze past results, perform variance analysis, identify trends,


and make recommendations for improvements

 Work closely with the accounting team to ensure accurate financial


reporting

 Evaluate financial performance by comparing and analyzing actual


results with plans and forecasts

 Guide the cost analysis process by establishing and enforcing


policies and procedures

 Provide analysis of trends and forecasts and recommend actions


for optimization

 Recommend actions by analyzing and interpreting data and making


comparative analyses; study proposed changes in methods and
materials
 Identify and drive process improvements, including the creation of
standard and ad-hoc reports, tools, and Excel dashboards

 Increase productivity by developing automated


reporting/forecasting tools

 Perform market research, data mining, business intelligence,


and valuation comps

 Maintain a strong financial analysis foundation creating forecasts


and models

 Proficiency with Microsoft Excel is mentioned in virtually any


financial analyst job description; familiarity with data query/data
management tools is extremely helpful (Access, SQL, Business
Objects)

Accounting Manager
Finance Manager
Responsibilities for Finance Manager

 Monitor the day-to-day financial operations within the


company (payroll, invoicing, and other transactions)
 Prepare monthly and quarterly management reporting
 Participate in strategic data analysis, research, and
modeling for senior company leadership
 Support project analysis, validation of plans, and ad-
hoc requests
 Manage the company's financial accounting,
monitoring, and reporting systems
 Ensure compliance with accounting policies and
regulatory requirements.

Business Development Executive/ Manager


 Familiarizing yourself with all products and services
offered by our company.
 Procuring new clients through direct contact, word-of-
mouth, and collaboration with the marketing
department.
 Attending networking activities to research and connect
with prospective clients.
 Maintaining meaningful relationships with existing
clients to ensure that they are retained.
 Suggesting upgrades or added products and services
that may be of interest to clients.
 Crafting business proposals and contracts to draw in
more revenue from clients.
 Negotiating with clients to secure the most attractive
prices.
 Equipping staff with the technical and social skills
needed to enhance sales.
 Reviewing clients' feedback and implementing
necessary changes.
 Remaining in tune with trends in consumption to
ensure that our offerings remain relevant.
 Identifying opportunities for new business development through
following up on leads and conducting research on target clients
 New business generation by meeting potential clients to understand
needs and providing relevant solutions
 Managing the sales process to close new business opportunities
 Building strong relationships with the existing portfolio of clients
 Meeting and exceeding weekly and monthly activity and revenue targets

Business Analyst
A Business Analyst job description typically includes:

 Creating a detailed business analysis, outlining


problems, opportunities and solutions for a business
 Budgeting and forecasting
 Planning and monitoring
 Financial modelling
 Variance Analysis
 Pricing
 Reporting
 Defining business requirements and reporting them
back to stakeholders
In addition to performing financial and operational modelling, a
Business Analyst is expected to develop new models that underpin
sound business decisions. A Business Analyst job description should
recognise the streamlining and improving of internal and external
reporting. The role should also call for a strong understanding of
regulatory and reporting requirements as well as plenty of experience
in forecasting, budgeting and financial analysis combined with
understanding of key performance indicators.
The end goal is to provide financial insights that help the decision-
making process, and align capital and resource allocation within the
business budget. The Business Analyst should also drive fresh
initiatives for financial planning and business intelligence systems.

Management Consultant
 Facilitate discussions with the client to elaborate on the areas of
proposed improvements
 Define the problem concisely and hypothesize the proposed
solution
 Perform quantitative and qualitative analysis to drive the
proposed solution
o Quantitative research methodologies include data mining,
creating financial models, and performing valuation analysis
o Qualitative research methodologies include performing
market research and collecting business intelligence
 Consolidate the findings from the analysis and present solutions
to the client
 Develop and present a plan to implement the recommended
changes
 Support the business development activities of the firm such as
pursuit development and production of thought papers

Basic Qualifications

 Bachelor’s degree from a top institution


 Well-developed core consulting skills of research, analysis,
presentation, and attention to detail
 Aptitude to grasp new concepts and effectively produce results
 Exceptional problem-solving skills – an analytical, innovative, and
creative mindset
 Exceptional written and verbal communication skills
 Ability to be self-directed and be an independent contributor to
the

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