
Executive Financial Advisor
1 day ago
We are seeking an experienced professional to fill a challenging role that combines advisory support and proactive outreach. The ideal candidate will have strong analytical skills, the ability to think critically, and excellent communication skills.
Key Responsibilities:
- Meet regularly with the regional service line team to oversee analytics processes and identify engagement teams requiring outreach from the business advisor team.
- Provide guidance on local policy and leading practices.
- Facilitate training for client-serving teams on financial management practices.
- Contribute to continuous improvement by sharing knowledge and supporting colleagues across borders, service lines, and industries.
- Coach and problem-solve with more junior business advisors to develop their skills.
Analytic and Decision-Making Responsibilities:
- Use strong analytical skills to identify partners/engagement teams needing outreach and maintain strong relationships with the regional SL team.
- Make timely, accurate decisions to ensure responses are provided on a one-stop basis where possible.
- Guide new users with empathy and soft skills to achieve the best outcomes for end users.
Required Skills and Qualifications:
- Inspiring trust with a solid understanding of client performance drivers.
- Critical thinking, problem solving, and strong technical skills.
- Confident, able to challenge at all levels.
- Strong analytical and numeracy skills with high accuracy and attention to detail.
- Excellent time management, capable of balancing multiple priorities with risk consideration.
Benefits:
You will be part of a dynamic team that provides exceptional client service while maintaining high service levels for internal stakeholders.
Others:
This is a forward-looking role that combines on-demand financial advisory support with proactive outreach based on financial metrics and exception reporting.
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