Job Description
SUMMARY
This position will be responsible for planning, driving, and advising clients on their business financial strategy. He/ She will manage multiple client engagements and focus on client relationship management. He/She will perform financial analysis, prepare budgets, and forecasts as per requirements. The role will be assisting the business in making well informed decisions to ensure financial success. He/ She will be responsible for managing, coaching and developing team members.
This position is an excellent opportunity for individuals looking to manage/work with a great team, have autonomy and make an impact in a fast paced work environment.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Managing, identifying potential leads and growing portfolio of clients to ensure profitability
- Assisting with business development, upselling and cross selling of advisory services that will be mutually beneficial for the Client and Keepers
- Ensuring a healthy collection and receivables cycles of the portfolio
- Establishing, developing, and maintaining relationships with clients, key management personnel, and other stakeholders
- Understanding the clients’ short and long-term plans, assisting them in reaching their objective within the agreed upon scope, and providing strategic recommendations
- Ensuring all financial/management reporting, and delivery of the services as promised to the client
- Ensuring accuracy, and high quality in all deliverables in a timely manner
- Ensuring the manager/ partner is well informed about important client issues and ad hoc requests on a timely basis
- Providing direction, reviewing work of the team members and providing feedback in a thorough and constructive manner
- Collaborating with the team to achieve client goals, involving all members in decisions and actions
- Providing required training, and coaching to help team members learn, grow, and develop
- Liaising and coordinating with auditors for interim and annual audits
- Developing and preparing of the Standard Operating Procedures, identifying improvements and enhancements as required and providing training to all stakeholders on the same
- Preparing financial budgets, forecasts, and other analysis as per client requirements
- Analyzing financial and non-financial data, creating financial models, and providing recommendations to clients
- Developing initiatives, identifying problems, and finding solutions that will improve clients’ financial performance and position
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Required Skills/Abilities:
- Excellent Communication and Presentation Skills
- Team and Client Management Skills
- Goal & Solution Oriented
- Process Improvement
- Strategic Thinking
- Project Management
- Awareness of Business Trends
- Open to New Challenges
EDUCATION and/or EXPERIENCE:
- Bachelors in Business, Management, Commerce or Finance
- Professional Qualification (CFA, CMA, CPA, CA) is a plus
- Corporate Finance, Accounting or Finance Backgrounds
- Experience with Small-Medium Businesses, tools, & systems is a plus
- Advanced MS Excel skills, including Financial Modeling
- Understanding of International Financial Reporting Standard (IFRS)
LANGUAGE SKILLS:
- Fluent in Arabic and English
