Feb.

23, 2024

FINANCIAL CONSULTANT

1. OBJECTIVE
The main goal of the Financial Consultant is to advise the company on the strategies and
actions needed to ensure that the organization's financial resources are managed
efficiently, effectively, and in compliance with relevant regulations. This involves creating
and implementing financial strategies that enable the organization to achieve its goals,
managing its budget, preparing, and presenting financial reports to stakeholders,
identifying, and managing financial risks, managing the organization's cash flow, and
ensuring compliance with tax laws and regulations. Ultimately, the Financial Consultant
must be able to help the company achieve financial health and success.

2. RESPONSIBILITIES

a. Financial planning and analysis: The Financial Consultant is tasked with creating
financial strategies that align with the organization's goals. This involves a deep dive into
financial data, forecasting future performance, and making strategic decisions based on
these insights. The role requires a keen analytical mind capable of translating data into
actionable strategies.

b. Cost-profit analysis: The Financial Consultant is expected to develop a system or

platform that can effectively analyze the costs versus the profit of each client's
transactions. This analysis is crucial in determining whether the company should
continue its business relationship with them or consider other options. The system
should provide comprehensive insights that guide the company's decisions. The Financial
Consultant should also be able to recommend alternate solutions that foster a mutually
beneficial agreement between the company and its clients.

c. Financial reporting: Develop a comprehensive system or format for preparing and

presenting financial reports to stakeholders, such as the board of directors, investors, and
regulatory bodies. The system must ensure that the reports are accurate, timely, and
comply with all relevant financial regulations. The reporting format should provide a
clear and concise overview of the financial performance of the organization.

d. Risk management: Identify and manage financial risks, such as market volatility, credit
risk, and operational risk. Develop and implement risk management strategies that
protect the organization's financial assets.

f. Treasury management: Create a system to manage the organization's cash flow,

including investments, debt, and working capital. Ensure that the organization has
sufficient liquidity to meet its financial obligations.

g. Tax planning and compliance: Develop strategies to manage the organization's tax
obligations, including planning for tax liabilities, ensuring compliance with tax laws and
regulations, and overseeing tax reporting and filing.