financial planning advisor

Confidential

The purpose of the Financial Advisor position is to stay alert on all economic changes and their impact on the clients’ positions, to advise and provide clients with all the needed information regarding their positions and current market situation. As well as to execute and follow up on investments and securities products and assist in research for new investment instruments.&nbsp;Principal Accountabilities: &nbsp;Client sales&nbsp;<ul><li>Responsible for meeting his individual yearly sales budget</li><li>Execute clients’ orders</li><li>Update and keep clients informed of the major financial news</li><li>Offer clients hedging and customize solution ( option structured products) according to market conditions and clients risk appetite</li><li>Fully cooperate with Private Banking and Corporate Banking departments at the level of the proposed products</li><li>Cooperate at the level of identifying clients’ needs/issues and implementing appropriate financial planning and investment strategies</li><li>Cooperate at the level of developing and managing client relationships, including ongoing and regular client contact and visits for new and existing clients</li><li>Offer clients rebalancing strategies according to market conditions and their risk appetite &nbsp;</li></ul>Proprietary Trading&nbsp;<ul><li>Responsible for meeting his individual yearly trading budget within his allocated limits.</li><li>Observe the main drivers/factors that impact the trading positions &nbsp;</li></ul>Products and Investments Ideas&nbsp;&nbsp;<ul><li>Identify tailor-made investment solutions</li><li>Contribute to the structuring of&nbsp; the weekly &amp; new investment products</li><li>Communicate a list of investment instruments to clients and commercial division on a continuous basis</li><li>Introduce one to two investment idea per week &nbsp;</li></ul>Local and international financial institutions and banks&nbsp;<ul><li>Offer competitive pricing for financial markets instruments &nbsp;</li></ul>Analysis and Research&nbsp;<ul><li>Develop expertise in data availability, extraction and manipulation</li><li>Collect information from various sources &nbsp;</li></ul>Communication &nbsp;<ul><li>Cooperate with commercial division (sharing information, joint visits, etc.) based on the net worth of clients.</li><li>Cooperate with T&amp;CM Administrative unit, Back Office and T&amp;CM other units. &nbsp;</li></ul>Other Activities &nbsp;<ul><li>Ensure proper coverage of market hours (8:00 am to 11 pm)</li><li>Book trades into the Asset Management Unit Daily blotter</li><li>Renew expired orders</li><li>Processing personal data in compliance with applicable data protection legislation, the Data&nbsp;Protection Policy of the Bank as well as any other guidelines adopted by the bank in this regard from time to time.</li></ul>&nbsp;

Financial Advisor (Treasury & Capital Markets)

desingworkss

Key Responsibilities: 1. Provide comprehensive financial planning and investment advice to clients. 2. Conduct financial analysis and develop personalized financial plans for clients. 3. Recommend investment strategies and products to clients. 4. Build and maintain relationships with clients, including regular portfolio reviews and updates. 5. Collaborate with internal teams, including investment research, portfolio management, and operations. 6. Stay up-to-date with industry trends, regulatory changes, and market developments. Requirements: 1. Bachelor's degree in Finance, Economics, or related field. 2. Advanced degree (e.g., MBA, CFP) preferred. 3. Minimum 3 years of experience in financial planning or a related field. 4. Professional certifications, such as CFP, CFA, or CPA. 5. Strong analytical, communication, and interpersonal skills. 6. Ability to work in a fast-paced environment. 7. Proficiency in financial planning software, such as Financial Planning & Analysis (FP&A) or MoneyGuide. Nice to Have: 1. Experience with investment management software, such as Aladdin or BlackRock. 2. Knowledge of tax planning and estate planning strategies. 3. Familiarity with alternative investment products, such as private equity or hedge funds.<img src="https://www.jobg8.com/Tracking.aspx?4JvFlRdvJgMf3Bo2bSbArzqS3VET16YPp" width="0" height="0" />

Financial Advisor

Anasia

<div><div><div><ul><li>2-3 years of experience in Finance, Accounting, or a related field.</li><li>
Working knowledge of accounting principles.</li><li>
Excellent command of English.</li><li>
Proficiency in Microsoft Office applications, especially Excel.</li><li>
Strong communication and presentation skills.</li></ul> 
 
Responsibilities:
<ul><li>Assist and support company-wide financial planning processes related to budgeting and forecasting on a monthly, quarterly, and annual basis, including long-term planning.</li><li>
Assist in preparing monthly financial performance reports company-wide, highlighting variances between budgeted and actual figures.</li><li>
Analyze annual budgeting and monthly reporting related to SG&amp;A (Selling, General, and Administrative) expenses, ensuring proper execution of SG&amp;A allocation processes.</li><li>
Support decision-making with scenario analysis &amp; Sensitivity analysis</li><li>
Assist in developing and tracking key financial and operational performance indicators (KPIs), including creating ad-hoc reports and analyzing data for different departments.</li></ul></div></div></div>

Financial Planning Analyst

Egypt Education Platform

<div>Egypt Education Platform is looking for a skilled and detail-oriented Financial Planning Analyst to join our finance team. This role will be vital in helping to analyze financial data, support strategic planning, and drive financial performance across our educational institutions.
Key Responsibilities:<ul>
<li>
Conduct financial modeling, forecasting, and budgeting processes to support the organization&rsquo;s planning activities.</li>
<li>Prepare detailed financial reports and analyses to assist management in decision-making.</li>
<li>Monitor financial performance and variance analyses, providing insights and recommendations for improvement.</li>
<li>Collaborate with departmental heads to gather and consolidate financial inputs for budgets and forecasts.</li>
<li>Analyze trends and variances in financial data to enhance reporting accuracy.</li>
<li>Assist in setting financial targets and performance metrics to achieve business goals.</li>
<li>Support special projects and initiatives as needed by providing financial analysis and insights.</li>
<li>Ensure compliance with financial regulations and policies.</li>
<li>Keep abreast of industry trends, economic changes, and market conditions that could impact financial planning.</li>
</ul>
Requirements<ul>
<li>
Bachelor&rsquo;s degree in Finance, Accounting, Economics, or a related field; Master&rsquo;s degree or professional certifications (CFA, CPA) preferred.</li>
<li>1-3 years of experience in financial analysis, planning, or a related field.</li>
<li>Strong analytical and quantitative skills, with proficiency in financial modeling and forecasting.</li>
<li>Advanced proficiency in Microsoft Excel, and familiarity with financial planning software.</li>
<li>Excellent communication and interpersonal skills for effective collaboration with team members and stakeholders.</li>
<li>Detail-oriented with strong organizational skills and the ability to manage multiple projects simultaneously.</li>
<li>Knowledge of the education sector and its financial dynamics is a plus.</li>
</ul>
To apply, please submit your CV and a cover letter highlighting your relevant experience and accomplishments.</div>

Enova by Veolia

<div>
 
 
 
 Job Purpose
 
 
 
 
 This role is responsible for supporting the company&rsquo;s financial planning, budgeting, forecasting, and performance analysis processes. The ideal candidate will work closely with business leaders to provide actionable insights, improve decision-making, and drive financial performance.
 
 
 
 
 
 
 
 Key Accountabilities
 
 
 
 <ul>
 <li>
 Prepare, review, and monitor project budgets and forecasts, ensuring alignment with overall business targets.
 </li>
 <li>
 Track and analyze actual project costs against budgets, investigate variances, and recommend corrective actions.
 </li>
 <li>
 Prepare monthly project financial reports, cash flow projections, and performance summaries for management and stakeholders.
 </li>
 <li>
 Ensure correct revenue recognition in compliance with accounting standards (IFRS/GAAP).
 </li>
 <li>
 Monitor contractual terms, variations, and scope changes to assess financial impacts.
 </li>
 <li>
 
 I
 
 dentify financial risks and opportunities, providing mitigation strategies.
 </li>
 <li>
 Act as the financial partner to project managers, providing insights and advice for informed decision-making.
 </li>
 <li>
 Ensure adherence to internal controls, company policies, and relevant statutory requirements.
 </li>
 <li>
 Provide financial documentation and support during internal and external audits related to projects.
 </li>
 <li>
 Abide by the Health, Safety, Environmental and Quality, (HSEQ) policy, procedures necessary for the good conduct and safety of the workplace. It is a requirement and moral obligation of each employee to be actively committed and accountable to the compliance of Enova&rsquo;s HSEQ policy, operating procedures, as well as being compliant to local legislation. The Employee shall seek clarification and guidance in specific cases or whenever one feels necessary.
 </li>
 <li>
 Develop a pro-active working relationship with all authorities and assist in establishing areas for service improvement.
 </li>
 </ul>
 
 
 
 
 
 
 Qualifications, Experiences, Skills
 
 
 
 <ul>
 <li>
 Bachelor degree in Accounting / Finance; or a professional accounting qualification such as CIMA, ICWA, CMA etc. An MBA holder with relevant FP&amp;A analysis background is acceptable background for entry into this position.
 
 
 </li>
 <li>
 2-4 years of financial analysis experience, including the management of financial systems; knowledge of office administration / procedures general bookkeeping procedures; financial reporting, financial data analysis, and providing financial advice.
 </li>
 <li>
 Advanced proficiency in Microsoft Excel (financial modelling, pivot tables, advanced formulas) and PowerPoint.
 </li>
 <li>
 Experience with ERP systems (D365, Adaptive Insight) and BI tools (Power BI, Tableau) preferred.
 </li>
 <li>
 Strong analytical, quantitative, and problem-solving skills.
 </li>
 <li>
 Ability to present complex financial information clearly to both Finance and non-finance stakeholders.
 </li>
 <li>
 High attention to detail, accuracy, and ability to meet tight deadlines.
 </li>
 </ul>
</div>

Avanza Solutions

We&rsquo;re Hiring &ndash; Financial Planning &amp; Analysis (FP&amp;A) SpecialistLocation: KarachiAvanza Solutions is looking for a talented FP&amp;A Specialist to join our team. This role will be responsible for driving financial planning, cost management, and business partnering to support strategic decision-making.Key ResponsibilitiesDevelop and manage annual budgets and quarterly forecasts. Analyze monthly financial results, variances, and provide management insights. Prepare MIS, dashboards, and financial presentations for stakeholders. Monitor and control costs, ensuring efficiency and cost-saving opportunities. Partner with operations, procurement, and business units to improve margins. Conduct scenario and ROI analyses to support business decisions. Drive process improvement and automate financial reporting (Excel, Power BI, etc.).Qualifications &amp; RequirementsMaster&rsquo;s/Bachelor&rsquo;s degree in Finance, Accounting, Economics, or related field. 3&ndash;5 years of experience in FP&amp;A, cost management, or financial analysis (services industry preferred). Strong financial modeling, analytical, and quantitative skills. Proficiency in Excel (advanced), ERP systems, and data analysis tools. Strategic mindset with strong business acumen and ability to influence non-finance stakeholders.If you&rsquo;re ready to take on a challenging and rewarding role, we&rsquo;d love to hear from you!Interested candidates may apply at Cecilia.dsouza@avanzasolutions.comJob Type: Full-timeWork Location: In person

Financial Planning & Analysis Specialist

iyzico

<div>
 
 
 iyzico
 
 
 
 iyzico was founded in 2013 to provide online payment services and artificial intelligence-based payment technologies to businesses of various sizes in the world of e-commerce. By making the complex payment processes simple through its easy and secure platform, iyzico had achieved significant successes through supporting thousands of businesses in digitalisation and was acquired by the global payment systems giant PayU in 2019. With such robust structure, iyzico is operating on the principle of democratising financial services and making them accessible for everyone alongside the services it provides to businesses. Through iyzico Buyer Protection, consumers&rsquo; concerns regarding shopping online are resolved and better experiences are enabled. Control is handed back to the consumers by 24/7 live support through the iyzico mobile app and convenience in cancellation/returns processes. To this date, more than 2 million consumers shopped online under the security provided by iyzico Buyer Protection and this number is increasing daily. Via pay with iyzico, which is a blended payment solution, millions of consumers who do not use banking can safely shop online under the belt of iyzico Buyer Protection .iyzico continues to simplify online shopping for both consumers and sellers by the simple, accessible, and innovative technologies it developed
 
 
 
 
 
 
 
 
 
 Job Description
 
 
 
 
 
 <ul>
 <li>
 Support monthly reporting activities and verify the accuracy of financial data
 </li>
 <li>
 Take active role in preparation of monthly financial reports &amp; presentations submitted to global Headquarters
 </li>
 <li>
 Perform a detailed budget variance analysis vs Plan/Forecast/ Previous year with quality explanation and commentary
 </li>
 <li>
 Work closely with all functions to make sure CAPEX/OPEX is well controlled within budget, analyze the variance between budget and actual spending
 </li>
 <li>
 Elicit the communication with other departments and Global Headquarters
 </li>
 <li>
 Contribute to the preparation of future looking financial forecasts via analysing the current data and effectively managing the planning process
 </li>
 <li>
 Take place in the departments' budget and planning processes
 </li>
 <li>
 Support preparation of business plans, monthly and rolling forecasts of the company
 </li>
 <li>
 Improve the quality of reports to drive speed and accuracy of reports and optimize reporting process
 </li>
 <li>
 Ensure both routine and ad-hoc finance data requests are prepared accurately, submitted timely and with the highest level of quality
 </li>
 <li>
 Research, analyzes, reconcile, and validate a variety of data sets and information to inform business decisions
 </li>
 <li>
 Perform other ad-hoc analysis
 </li>
 <li>
 Hybrid work model with
 
 3 days
 
 per week in the office
 </li>
 </ul>
 
 
 
 
 
 Qualifications
 
 
 
 
 
 <ul>
 <li>
 Bachelor Degree in Finance, Accounting, Economics or related field
 </li>
 <li>
 At least 3-4 years of professional experience preferably in budget and reporting department
 </li>
 <li>
 Audit background is a strong asset
 </li>
 <li>
 Proven ability to work under strict deadlines and multitasking and prioritize main duties
 </li>
 <li>
 Ability to recognize problems, gather data, draw valid conclusions, and effectively present information to managers, peers, and other organizations within the Company
 </li>
 <li>
 Ability to research technical accounting issues and communicate relevant conclusions Strong organization skills and ability to work accurately and independently
 </li>
 <li>
 Effective problem-solving skills
 </li>
 <li>
 Must have extremely strong MS Excel skills and strong MS Power Point
 </li>
 <li>
 Experience in various ERPs and Accounting applications is a plus (Logo)
 </li>
 <li>
 Excellent English written and oral communication skills
 </li>
 </ul>
 
 
 
 
 
 What We Offer
 
 
 
 
 
 <ul>
 <li>
 A culture of continuous development: conferences, in-house events to stay up-to-date on current trends and technology. (Everyone&rsquo;s encouraged to get on the stage and share expertise with teammates and the community)
 </li>
 <li>
 Online Training Platform (Free access to Udemy, Harvard ManageMentor, Getabstract, etc.
 </li>
 <li>
 An iyzicoMate is assigned to help you with anything you may need on your onboarding
 </li>
 <li>
 A detailed orientation program designed for you to fully grasp the iyzico culture
 </li>
 <li>
 Meal &amp; Internet Allowance
 </li>
 <li>
 Transportation Allowance
 </li>
 <li>
 A gift voucher to meet tech needs and ergonomic workspace at home
 </li>
 <li>
 Employee support program: free psychological counseling, legal advice, financial advice etc.
 </li>
 <li>
 Private health insurance
 </li>
 <li>
 Macbook
 </li>
 <li>
 1 day birthday leave
 </li>
 </ul>
</div>

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