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Experienced - Financial Advisory

keepersadvisory
Companykeepersadvisory
CategoryConsulting & Strategy
LocationMirqab
RemoteOn-site (inferred)
EmploymentNot stated
LevelNot stated
SalaryNot stated by the employer
First seen24 Jul 2026 (the employer did not state a posting date)
Last verified7 Aug 2026
SourceEmployer ATS (bamboohr)
Applications are handled by the employer, not by us.Apply on the employer's site →
Description
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 • Great teamwork and management • Goal Oriented • Solution Oriented • Process Improvement • Strategic Thinking • Project Management • Awareness of Business Trends • Open to new challenges and willing to respond towards change • Performing with a high degree of professionalism, integrity and business ethics 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 English • Arabic is a plus