Local Financial Specialist

3 months ago

Tarlac, Philippines Neksjob Full time

Summary:
We are seeking a detail-oriented and proactive Local Financial Specialist to join our team. The ideal candidate will play a crucial role in managing financial operations and providing financial guidance to clients or local businesses. This position requires a strong understanding of financial principles, local market dynamics, and excellent interpersonal skills to foster relationships within the community.

Key Responsibilities:
Financial Management: Oversee local financial operations, including budgeting, forecasting, and financial reporting, ensuring compliance with relevant regulations and policies.
Client Consultation: Provide financial advice and support to local businesses or clients, helping them make informed decisions regarding investments, loans, and financial strategies.
Market Analysis: Conduct research and analysis of local market trends, economic conditions, and competitive landscape to inform financial strategies and recommendations.
Risk Assessment: Evaluate financial risks and develop strategies to mitigate them, ensuring the financial health of clients or the organization.
Collaboration: Work closely with local businesses, community organizations, and stakeholders to promote financial literacy and access to financial resources.
Regulatory Compliance: Ensure that all financial practices adhere to local laws and regulations, maintaining accurate records and documentation.
Reporting: Prepare and present financial reports to management and stakeholders, highlighting key insights and recommendations for improvement.

Qualifications:
Bachelor’s degree in Finance, Accounting, Business Administration, or a related field; relevant certifications (e.g., CFA, CPA) are a plus.
With 1 year experience in CC (International Voice)
Willing to work o site

Preferred Skills:
Experience with financial software and tools (e.g., QuickBooks, Excel, financial modeling software).
Familiarity with local business regulations and compliance requirements.
Knowledge of investment products and services.

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