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Finance consultant job description

Updated March 14, 2024
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Example finance consultant requirements on a job description

Finance consultant requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in finance consultant job postings.
Sample finance consultant requirements
  • Minimum Bachelor's degree in Finance or related field
  • At least 3-5 years of experience in finance consulting
  • Strong understanding of financial analysis and modeling
  • Proficient in Microsoft Excel and financial software
  • Excellent verbal and written communication skills
Sample required finance consultant soft skills
  • Proven ability to work independently and in a team environment
  • Strong problem-solving and critical thinking skills
  • Ability to build and maintain strong client relationships
  • Excellent time management and organizational skills
  • Flexibility and adaptability to changing priorities and deadlines

Finance consultant job description example 1

Visa finance consultant job description

Visa's expansion in Atlanta builds on the company's commitments to serving its communities. We have had a firsthand look at the area's inspiring entrepreneurs and local businesses through programs such as She's Next, Empowered by Visa, an initiative focused on empowering female and Black-owned small businesses.
We are expanding our Finance team in Atlanta in these core areas:

Financial Planning & Analysis: FP&A develops conceptually sound, rigorous, and detailed understandings of all of the various elements that impact Visa's P&L, with the goal of optimizing financial performance and delivering against financial goals. This is supported by core planning & analysis responsibilities, the ongoing drive to uncover new insights and suggest improvements, and by either making or enabling business decisions.

Treasury: Treasury facilitates and optimizes the global movement of funds for all areas of Visa's business, placing the team at the center of the world's largest payments network. Core responsibilities include the settlement of Visa transactions (~$60B/day), all aspects of foreign exchange (spanning ~200 countries and ~160 currencies), providing innovative TaaS (Treasury-as-a-Service) offerings, and the management of Visa's insurance activities, cash, liquidity, and debt. These responsibilities are supported via expertise, operational excellence, innovation, and leading edge products and services.

Strategic Sourcing: Sourcing partners with leaders across the business and establishes third party partnerships that drive efficiencies, cost savings and performance improvements. Third party relationships at Visa range from sponsorship deals in marketing to facilities management to IT network processors. In achieving these goals, Visa leverages best in class strategic sourcing practices and employs cross-functional collaboration with teams such as supplier risk management, legal, FP&A and IT.

Controllership: Controllership is responsible for establishing Visa's global accounting policies, providing technical accounting guidance to the business, processing accounting transactions globally and consolidating all Visa entities results. Controllership also issues Visa's Securities and Exchange Commission (SEC) filings, ensures the timely and accurate filing of local statutory financial statements and manages Visa's SOX compliance program.

If you are interested in being considered for an opportunity in this area, please apply.

Our positions in Atlanta are hybrid positions. Hybrid employees can alternate time between both remote and office. Employees in hybrid roles are expected to work from the office two days a week, Tuesdays and Wednesdays with a general guidepost of being in the office 50% of the time based on business needs.
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Finance consultant job description example 2

Ashland finance consultant job description

  • High School Diploma or Equivalent
  • Minimum 2 years of retail sales and service, retail branch banking preferred
  • Excellent verbal communication skills
  • Problem solving skills

In more than 100 countries, the people of Ashland LLC. (NYSE: ASH) provide the specialty chemicals, technologies and insights to help customers create new and improved products for today and sustainable solutions for tomorrow. Our chemistry is at work every day in a wide variety of markets and applications, including architectural coatings, automotive, construction, energy, personal care and pharmaceutical. Visit www.ashland.com to see the innovations we offer.

At Ashland our vision is to be a leading, global specialty chemicals company whose inspired and engaged employees add value to all we touch. In fact our people, employees, customers and vendors define who we are. They are the driving force behind everything we do.

Not only do we value our customers but we value our employees, and we work to offer them a dynamic and challenging environment. We hold ourselves to high standards at Ashland, and we value integrity and honesty.

Ashland has a history of attracting the best people and keeping them. The reasons are simple: industry competitive salary and benefits, pay-for-performance incentive plans and a diverse work environment where employees feel challenged and valued. People come to Ashland and stay. As a growing Fortune 500 specialty chemicals company, we offer opportunities for development and advancement throughout our global organization. Our values define who we are and what we care about as a company. If you are looking for a relationship with a company instead of simply a job, this may be a great fit.

Ashland is proud to be an Equal Opportunity Employer Minorities/Women/Veterans/Disabled/Gender Identity/Sexual Orientation.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, or protected veteran status and will not be discriminated against on the basis of disability. NOTE: We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have a signed recruiting agreement in place to fill a specific position.

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Finance consultant job description example 3

The Hartford finance consultant job description

You are a driven and motivated problem solver ready to pursue meaningful work. You strive to make an impact every day & not only at work, but in your personal life and community too. If that sounds like you, then you've landed in the right place.

Hartford Funds is seeking an individual to join the Fund Treasury's Financial Reporting team. The Financial Reporting Consultant will work closely with other operational units of Hartford Funds to play a key role in the preparation and review of annual, semi-annual and quarterly financial statements for registered investment companies, as well as the monthly regulatory reporting requirements. The position provides support to other team members and reports directly to the Head of Financial Reporting in connection with the preparation and review of required regulatory reporting. This role would also require the completion of various projects as assigned. This individual will be responsible for reviewing mutual funds' and exchange traded funds' quarterly, semi-annual and annual financial statements, including review of Forms N-CSR, 24f-2, N-PORT and N-CEN along with all related financial statement disclosures and accounting matters. Additionally, this individual may be involved in the review of other fund work prepared by the accounting agent, as needed.

The responsibilities for this position may include but are not limited to some or all of the following:

Review of fund financial statements in accordance with Generally Accepted Accounting Principles and Regulation S-XAssist with the preparation and review of financial statements and notes to be included in regulatory filings Review of Form N-CSR, 24f-2, N-PORT and N-CEN regulatory filings Working with the funds' external auditors to support the completion of annual audits Assist with research and analysis of technical accounting matters affecting the funds Monitoring the development and implementation of new accounting standards and relevant interpretations Maintain and develop, as appropriate, controls, systems, policies and procedures in accordance with U.S. GAAP and SOX requirements Assist in the oversight and coordination of the funds' SOX compliance efforts Interface with internal and external auditors for quarterly reviews, annual audits, controls testing for SOX compliance and other related inquiries May also participate in special projects, as needed, including process improvement initiatives, review of new regulatory reporting filings, systems implementations, fund mergers, etc.

BA/BS degree preferably in Accounting, Finance or business-related field CPA preferredA minimum of 7 years of financial reporting or audit experience Public accounting experience in the asset management industry is preferred Self-starter with a proactive work ethic Microsoft Excel and Word proficiency required Strong organizational skills Ability to research and formulate a view Adaptable/flexible; open to change Problem solving skills Sound communication and interpersonal skills Team player with the ability to be effective working independently Support manager and team on projects
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:

$80,000 - $100,000

Equal Opportunity Employer/Females/Minorities/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age

About Us | Culture & Employee Insights | Diversity, Equity and Inclusion | Benefits

Tax & Reporting Consultant - 87FX5E
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Updated March 14, 2024

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.