Job Description

FINANCIAL ADVISOR TO MANAGING DIRECTOR

A Financial Advisor to a Business Head (Director) focuses on strategic financial guidance, including analyzing business performance, developing growth/profitability plans, managing investments, optimizing capital structure (debt/equity), ensuring regulatory compliance, and providing insights on market trends to support the head's overall business objectives and financial health, moving beyond just personal finance to encompass company-wide fiscal strategy. .

Core Responsibilities:

Strategic Financial Planning: Develop comprehensive financial strategies aligning with the business's long-term goals, including budgeting, forecasting, and capital allocation.

Business Analysis & Reporting: Analyze financial records, market conditions, and performance metrics to provide actionable insights and reports for the Business Head.

Investment & Capital Management: Advise on investment opportunities, managing company assets, and optimizing debt/equity financing for growth and profitability.

Risk Management: Identify financial risks, develop mitigation strategies, and advise on insurance and other risk-transfer mechanisms.

Compliance & Governance: Ensure adherence to financial regulations, tax laws, and internal policies, keeping the business Head informed of changes.

Client/Stakeholder Education: Educate the Business Head and potentially key staff on financial products, market opportunities, and strategic decisions.

Relationship Management: Build trust and maintain strong relationships with the Business Head, fostering a long-term advisory role. Key Activities:

Conducting in-depth financial assessments (income, expenses, assets, liabilities).

Preparing budgets, financial models, and investment proposals.

Monitoring market trends and economic factors affecting the business.

Advising on expansion, M&A, or divestiture opportunities.

Managing company portfolios and cash flow. Essential Qualifications:

Education: CA Intermediate and Bachelor's degree in Finance, Economics, or related field preferred.

Certifications: CFP, CFA, or ChFC designations are highly valued.

Key Skills Needed:

Strong analytical and problem-solving skills.

Excellent communication and presentation skills (to convey complex info clearly).

Deep knowledge of financial markets, investment vehicles, and regulations.

Proficiency with financial planning software and data analysis tools.

Job Type: Full-time

Pay: ?30,000.00 - ?35,000.00 per month

Work Location: In person