
Financial Management Specialist
2 days ago
Financial Advisory Role
This is an exciting opportunity for a talented individual to work as a Financial Advisor, providing expert guidance and support to client serving engagement teams to ensure they are equipped to effectively manage their projects with external clients.
As a Financial Advisor, you will be responsible for reviewing open items in ServiceNow (ticketing system), prioritizing follow-up activities and scheduling engagement team meetings for the week.
Key Responsibilities
- Review open items in ServiceNow (ticketing system), prioritize follow-up activities and schedule engagement team meetings for the week
- Provide guidance on local policy and leading practices to client serving engagement teams
- Facilitate training for client serving team on Mercury and effective financial management practices
Requirements
- Minimum 3 years' experience in a client driven professional environment in a financial/business capacity
- Excellent IT skills – Word, Excel, Outlook, Powerpoint and SharePoint
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