financial planning consultant

ECCO Gulf Majorel Qatar

<div>The Financial Consultant is responsible for conducting financial and statistical analyses, preparing financial plans and forecasts, managing investment risks, and supporting management through data-driven insights and strategic recommendations to enhance financial performance.<h2 class="jobSectionHeader">
Key Responsibilities</h2><ul><li>
Responsible for conducting analyses and statistical studies for management.</li><li>
Preparing financial plans.</li><li>
Managing investment risks.</li><li>
Identifying differences between revenues and payments and providing strategies to manage them.</li><li>
Performing quality control processes.</li><li>
Preparing financial forecasts and related reports.</li><li>
Analyzing financial data and conducting financial and statistical analyses.</li><li>
Analyzing previous financial reports.</li><li>
Working directly with other departments to ensure financial matters are proceeding correctly.</li><li>
Conducting periodic evaluations of the current situation.</li><li>
Converting financial reports into percentages.</li><li>
Analyzing financial conditions by comparing actual results with indicators and forecasts.</li><li>
Analyzing results to improve and develop performance within management.</li><li>
Negotiating with relevant parties (banks, supporting entities, etc.).</li><li>
Identifying new investment methods.</li><li>
Conducting financial analysis.</li><li>
Planning and developing financial strategies.</li><li>
Providing advice to senior management and department heads.</li></ul><h2 class="jobSectionHeader">
Qualifications</h2><ul><li>
Bachelor&rsquo;s degree in Business Administration, Economics, Financial Accounting, or Finance.</li></ul><h2 class="jobSectionHeader">
Experience</h2><ul><li>
Minimum 10 years of work experience.</li></ul><h2 class="jobSectionHeader">
Required Skills</h2><ul><li>
Strategic planning skills.</li><li>
Skills in preparing and writing professional reports.</li><li>
Ability to understand various financial operations and strategies.</li><li>
Data and information analysis skills.</li><li>
Good research skills.</li></ul></div>

Financial Consultant

Forvis Mazars in Qatar

<div>Job Summary
We are seeking an experienced Financial Consultant to provide strategic financial advisory services, support decision-making, and enhance financial performance. The role focuses on financial analysis, planning, forecasting, and risk management. The ideal candidate will deliver data-driven insights, optimize financial strategies, and collaborate with stakeholders to achieve organizational objectives.

Key Responsibilities

<ul><li>Conduct financial and statistical analyses to support management decisions.
</li><li>Develop and implement financial plans and strategies.
</li><li>Assess and manage financial and investment risks.
</li><li>Analyze variances between deposits, payments, and cash flows, and recommend corrective strategies.
</li><li>Prepare financial forecasts and evaluate future performance scenarios.
</li><li>Review and analyze historical financial reports to identify trends and improvement areas.
</li><li>Compare actual results against budgets, indicators, and forecasts.
</li><li>Perform financial performance evaluations and recommend enhancement initiatives.
</li><li>Convert financial data into ratios, percentages, and meaningful performance indicators.
</li><li>Ensure quality control over financial processes and reporting accuracy.
</li><li>Collaborate with internal departments to align financial activities with organizational goals.
</li><li>Prepare professional financial reports and present findings to senior management.
</li><li>Support periodic financial reviews and continuous performance monitoring.
</li><li>Negotiate with external stakeholders, including banks and supporting entities.
</li><li>Identify and evaluate new investment opportunities.
</li><li>Provide expert financial advice to senior management and department heads.
</li></ul>Qualifications

<ul><li>Bachelor&rsquo;s degree in Business Administration, Economics, Finance, or Accounting.
</li></ul>Experience

<ul><li>Minimum of 10 years of experience in financial consulting, financial analysis, or related roles.
</li><li>Proven experience in financial planning, analysis, and strategic advisory.
</li></ul>Core Skills &amp; Competencies

<ul><li>Strong strategic planning and financial management skills.
</li><li>Advanced analytical and problem-solving capabilities.
</li><li>Ability to interpret complex financial data and provide actionable insights.
</li><li>Strong report writing and presentation skills.
</li><li>Good research and data analysis skills.
</li><li>Solid understanding of financial operations, investment strategies, and risk management.
</li><li>Effective communication and stakeholder management skills.
</li></ul>Behavioral Competencies &amp; Work Conditions

<ul><li>Demonstrates professionalism, integrity, and strict confidentiality.
</li><li>Shows strong commitment, discipline, and accountability.
</li><li>Works collaboratively and provides objective guidance to improve performance.
</li><li>Complies with organizational policies and management directives.</li></ul></div>

<div>Job Description

ECCO Gulf Majorel Qatar is seeking an adept Administrative &amp; Financial Consultant to join our team in Qatar. As a part of our consulting division, you will play a pivotal role in enhancing the operational efficiency and financial performance of our clients. Your expertise will be integral to providing insightful analysis, strategic guidance, and robust solutions tailored to unique client needs.<ul><li>
Administrative and financial consulting, including administrative development and strategic planning.</li><li>
Provide financial and administrative consultancy specialized in:<ul><li>
Organizational development.</li><li>
Change management.</li><li>
Human resources.</li><li>
Training and workforce development, with the aim of delivering professional and structured solutions.</li></ul></li><li>
Analyze data, plan, set objectives, and design strategies, workflows, and operational processes.</li><li>
Prepare reports and recommendations in accordance with applicable laws and regulations.</li><li>
Support decision-makers with data and appropriate plans, and propose the best recommendations and solutions.</li><li>
Prepare and review memorandums, financial reports, and specialized administrative reports.</li><li>
Provide specialized financial consultations based on the topics presented.</li><li>
Stay updated with new administrative and financial services and solutions, and propose what aligns with the organization&rsquo;s needs to support development.</li><li>
Review observations from regulatory bodies and provide specialized responses backed by legal references.</li></ul>
Required Profile

We are looking for an experienced professional with a proven track record in both administrative and financial consulting. The ideal candidate will demonstrate exceptional analytical and interpersonal skills.<ul><li>
Bachelor&rsquo;s degree in administrative or business fields (Business Administration, Economics, Finance, Supply Chain, or related).</li><li>
Minimum 10 years of experience in, Administrative consulting, Organizational development, Human development, Strategic planning, and Financial consulting, proven track record of the above achievements.</li><li>
Professional certifications (Preferred), such as:<ul><li>
Planning Certifications (CPE or AICP)</li><li>
Change Management Certification (CCMP)</li><li>
Certified Management Accountant (CMA)</li></ul></li><li>
Previous consulting experience in the government sector.</li><li>
Experience in accounting, budgeting, and change management.</li><li>
Strong knowledge of government regulations, including HR laws, procurement/tender laws, and their executive regulations</li><li>
Capability to work independently and as part of a collaborative team.</li><li>
Native Arabic (spoken &amp; written).</li><li>
Good command of English (spoken &amp; written).</li><li>
Preferably familiar with technical terminology related to systems, networks, and engineering projects</li></ul></div>

Administrative & Financial Consultant

CORDA Investment Management

<div>Company Overview
CORDA Investment Management, LLC is a client-centered wealth management firm serving high-net-worth individuals and families. We bring together investment management, financial planning, and tax strategy in one integrated, proactive approach.
Registered with the SEC under the Investment Advisers Act of 1940, CORDA upholds the highest standards of integrity and fiduciary responsibility.
At CORDA, our team shares a common purpose: helping clients navigate complexity, build confidence in their financial future, and leave a meaningful legacy. We are a close-knit, collaborative team. We support each other and welcome new ideas, while staying focused on the clients we serve. If our work resonates with you, we&rsquo;d love to connect!
Financial Planner
We are seeking an experienced Financial Planner to lead client engagement throughout the financial planning process. In this role, you will guide new clients from onboarding through plan development and provide ongoing planning as their needs evolve over time. This is a client-facing position focused on building long-term relationships and delivering thoughtful, personalized advice.
The ideal candidate brings a comprehensive understanding of financial planning, including tax considerations, investments, insurance such as life, disability, long-term care, and property and casualty, as well as cash flow and private investments or real estate. Experience working with clients approaching or in retirement is essential.
This role is well suited for someone who is self-driven, intellectually curious, and committed to delivering a high level of care. You take ownership of the client experience, proactively identify opportunities to add value, and approach planning with both technical expertise and empathy. You are a strong problem solver who listens carefully, understands each client&rsquo;s unique situation, and helps guide them at a pace aligned with their goals and expectations.
Location (Hybrid, 3 days in office): Austin
Position Type: Full-Time
Essential Duties &amp; Responsibilities
&bull;Partner with the planning team to analyze client situations, conduct research, and develop and implement financial planning recommendations &bull;Collaborate with clients&rsquo; external advisors, including attorneys, CPAs, and other professionals, to ensure coordinated planning strategies
<ul><li>Deliver financial advice to clients with confidence and clarity through virtual and phone meetings, demonstrating strong verbal and non-verbal communication skills
</li><li>Act as an accountability partner to advisors, helping ensure client plans are executed and goals are tracked over time
</li><li>Provide insights on industry trends, best practices, and opportunities to enhance the firm&rsquo;s planning capabilities and service offerings
</li><li>Maintain the highest standards of ethics, professionalism, and client confidentiality
</li><li>Prepare, coordinate, and follow through on client communications for both prospective and existing clients
</li><li>Contribute to the development and improvement of internal processes, workflows, and client-facing materials
</li><li>Maintain accurate and up-to-date client records and activity tracking within Salesforce
</li></ul>Education &amp; Experience
<ul><li>Bachelor&rsquo;s degree required (preferred fields: Business, Accounting, Finance, Economics)
</li><li>5+ years of experience in financial services, including 3+ years developing and presenting comprehensive financial plans
</li><li>CFP, RICP, or equivalent designation (or progress toward certification)
</li><li>Strong foundation in personal financial planning, including wealth management, risk management, and retirement income strategies
</li><li>Experience working with pre-retirees and retirees; exposure to multi-generational planning is a plus
</li><li>Experience with financial planning tools such as eMoney or MoneyGuidePro
</li><li>Familiarity with CRM and advisor technology platforms (e.g., Salesforce)
</li><li>Experience with tools such as FP Alpha or SSAnalyzer is a plus
</li><li>Experience working with custodians such as Charles Schwab preferred
</li><li>Advanced proficiency in Microsoft Office (Excel, PowerPoint, Word)</li></ul>
This job description should not be considered all-inclusive. It is merely a guide of expected duties. The employee understands that the job description is neither complete nor permanent and may be modified at any time. At the request of their supervisor, an employee may be asked to perform additional duties or take on additional responsibilities without notice.</div>

Financial Planner

Paylocity

<div>Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture.
While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce.
We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it&rsquo;s career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business.
Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations.
Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us!
In-Office: This is a 100% in-office role based at our Rochester, NY location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours. We are looking for candidates to work EDT/CDT hours.
Position Overview
The Implementation Consultant II serves as a strategic partner for clients with moderately complex client needs. You&rsquo;ll lead consultative discovery sessions to design customized system configurations that drive efficiency and maximize value. With a focus on accurate data conversion and seamless client onboarding, you'll balance legacy data, validate configurations, and provide
proactive support throughout implementation. This role requires strong analytical thinking, client relationship skills, and a proven ability to manage multiple priorities in a dynamic environment.
Primary Responsibilities
The below represents the primary duties of the position, others may be assigned as needed. 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.<ul><li>
Act as our clients trusted advisor, ensuring exceptional customer experiences throughout the implementation process for moderately complex clients. To include but not limited to, facilitating meetings, and maintaining communication throughout the life cycle of their implementation.</li><li>
Provide a smooth transition and post-implementation support as needed, including system maintenance, and issue resolution, based on client feedback.</li><li>
Assist moderately complex clients in data migration, data mapping, and data validation processes to ensure accurate and complete data integration into the HCM software.</li><li>
Collaborate with clients to gather and analyze their business requirements related to the specific HCM function (e.g., payroll, HR, time, and labor).</li><li>
Review, with client, configuration of system to ensure the software is aligned with the clients' needs and expectations to ensure optimal utilization of system capabilities.</li><li>
Collaborate with internal cross-functional teams, including sales, product SMEs and project managers, to deliver high-quality implementations.</li><li>
Troubleshoot and resolve implementation related matters, escalating critical concerns to the appropriate teams when necessary.</li><li>
Provide advice and guidance to assist clients on incorporating HCM best practices, process improvements, and change management strategies</li></ul>
Education &amp; Experience<ul><li>
Bachelor's Degree required</li><li>
2+ years of Customer Service or Client interfacing role</li><li>
1+ years of experience in HCM consultation or Benefits, HR, Payroll, Finance, and/or Expense Management</li><li>
Knowledge of Paylocity products and process is preferred.</li><li>
Client Centric Approach: Possess excellent interpersonal verbal and written communication skills with a strong customer-focused mindset throughout the implementation process.</li><li>
Proficiency in Microsoft Office (with a strong emphasis on Excel) and Other Programs: Adapt quickly to new software platforms and leverage their capabilities to optimize project outcomes. Experience with Excel functions including VLOOKUP, Pivot tables, data manipulation and analysis.</li><li>
Resourcefulness: Utilize your problem-solving abilities to overcome obstacles and find creative solutions that meeting project requirements and client expectations.</li><li>
Project Management: Ability to independently prioritize tasks and projects based on importance and urgency to ensure timely and efficient completion. Maintain a high-level of organization and attention to detail through the implementation process to meet client deadlines and achieve successful outcomes.</li></ul>
Physical Requirements<ul><li>
Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day.</li><li>
Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously.</li></ul> 
Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better.
We embrace and encourage our employees&rsquo; differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers.
We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact accessibility@paylocity.com. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed.
The pay range for this position is $25.00 - $31.00/hour; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This role is eligible for a full range of benefits . This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via www.paylocity.com/careers.
Your personal data will be processed for recruitment purposes in accordance with our Notice of Privacy Practices for Job Applicants and applicable data protection laws.</div>

Implementation Consultant II - Paylocity Finance

MENA Consultant

<div>Location: Muscat, Oman. 
Years of Experience: 6-10 years of relevant experience. 
Project Duration: 1 year. 
Working Arrangement: on-site. 
Language Requirements: Fluency in English (written and spoken). 
The objective of this assignment is to embed a Financial Planning &amp; Analysis (FP&amp;A) to support enhanced financial management processes, to strengthen governance and operational efficiency within subsidiaries.
The consultant will be seconded to selected subsidiaries to address operational inefficiencies by strengthening financial control processes, improving monthly financial reporting discipline, optimizing working capital utilization, and introducing effective cash, debt management, and financial restructuring practices. This includes identifying refinancing opportunities, developing debt servicing strategies, and supporting engagement with creditors where required. A core component of the engagement will be to lead the development of a robust and actionable Annual Business Plan (ABP) that aligns operational execution with financial performance targets. The overarching goal is to enable operational stability, financial sustainability, and improved internal decision-making across the subsidiaries.<h2 class="jobSectionHeader">
Key Requirements:</h2><ul><li>
Bachelor&rsquo;s degree in Finance, Accounting, Economics, or Business Administration.</li><li>
6&ndash;10 years of experience in FP&amp;A, strategic finance, or business planning across business cycles, including growth, turnaround, and restructuring.</li><li>
Proven experience supporting strategic financial planning, capital investment evaluation, and M&amp;A transactions.</li><li>
Proven experience managing financial accounts, budgets, rolling forecasts, and working capital optimization.</li><li>
Ability to support debt refinancing, restructuring, and lender negotiations; familiarity with repayment schedules and leveraged finance metrics.</li><li>
Experience with cash flow management, forecasting, and liquidity stress testing.</li><li>
Ability to generate and interpret management reports, dashboards, KPIs, and financial ratios.</li><li>
Proven experience with industry-specific financial knowledge (e.g. food, agribusiness, FMCG, manufacturing).</li><li>
Demonstrated skill in building dynamic 3-statement financial models and executing scenario analyses.</li><li>
Good understanding of IFRS financial principles and financial statement interpretation.</li></ul><h2 class="jobSectionHeader">
Preferred Requirements:</h2><ul><li>
FCA, CMA or CPA certifications.</li><li>
Experience with automation tools.</li></ul><h2 class="jobSectionHeader">
Key Responsibilities:</h2>
Diagnostic and Financial Control Enhancement: Diagnostic and Immediate Stabilization<ul><li>
Conduct a comprehensive financial diagnostic, assessing current budgeting, planning, debt, and working capital processes.</li><li>
Review the MIS structure and adopt the reporting system accordingly, including aligning the chart of accounts, cost centers, and reporting lines to ensure consistency with group-level reporting standards.</li><li>
Launch a 13-week cash flow forecast and introduce basic liquidity governance protocols.</li><li>
Create a reporting and planning calendar, and initiate the review and validation of underlying financial assumptions used in prior plans to ensure accuracy, relevance, and alignment with current operational realities and market conditions.</li></ul>
Business Planning and Financial Control Setup<ul><li>
Lead the development of a fully integrated Annual Business Plan (ABP), including revenue forecasts, cost structure, capex, cash flow, and debt needs.</li><li>
Align the ABP with the group-wide financial strategy, ensuring it is bankable and operationally grounded.</li><li>
Introduce robust rolling forecasts and implement a systematic variance analysis framework.</li><li>
Establish control dashboards covering financial KPIs, operational metrics, and strategic initiative tracking.</li><li>
Develop a debt servicing calendar linked to operating cash flows and initiate lender communication protocols.</li></ul>
Restructuring, Capability Building, and Transition<ul><li>
Design and initiate restructuring scenarios covering debt refinancing, intercompany support, or cost base reduction.</li><li>
Lead financial modeling of multiple restructuring options and assess impact on debt service coverage, EBITDA, and net equity position.</li><li>
Facilitate negotiation or re-engagement with lenders, suppliers, and key creditors as needed.</li><li>
Establish enduring FP&amp;A processes and documentation (SOPs, workflow diagrams, approval authorities).</li><li>
Assess finance team structure, identify skill gaps, and implement tailored training and mentorship programs.</li><li>
Develop a full transition plan, including onboarding materials and handover sessions for new or existing internal FP&amp;A personnel.</li><li>
Monitor effectiveness of implemented reforms through performance dashboards and ensure sustained adherence post-transition.</li></ul><h2 class="jobSectionHeader">
Key Deliverables:</h2><ul><li>
Comprehensive Annual Business Plan (financial and operational)</li><li>
Monthly MIS reporting package (P&amp;L, cash flow, KPIs)</li><li>
Rolling 13-week cash flow forecast with variance analysis</li><li>
Working capital improvement plan and tracking dashboard</li><li>
Debt diagnostic and restructuring recommendation paper (if applicable)</li><li>
SOPs and process maps for planning, reporting, and liquidity control</li><li>
Finance team capability assessment and training records</li><li>
Handover plan and transition report for permanent FP&amp;A resource</li></ul>
If you would like to know more about the Global Consulting Bootcamp Visit: https://caseinpointco.com/global-consultant-bootcamp/ 
If you would like to know more about the MC Club Visit: https://menaconsultant.com/mc-club/</div>

Financial Planning & Analysis Analyst - 1-Year Engagement

Qodoro

Job Title: Project ManagerJob Duration: 12 MonthsJob Location: Richmond, VA<ul><li>Ensure relevant staff are informed of upcoming deadlines and deliverables, thereby ensuring smooth completion of work responsibilities.</li><li>Identifies, tracks, and ensures resolution of risks/issues and removal of barriers.</li><li>Performs financial and administrative functions to ensure successful execution of projects.</li><li>Prepare financial or budget plans and allocation along with the planning and finance department in accordance with each requirement.</li><li>Provides detailed reports to stakeholders and agency management with respect to the status of the project and expenditures.</li><li>Facilitates project conference calls, status meetings, planning sessions, and provide for meeting notes. Be a consultant to stakeholders and communicate project status throughout the project lifecycle.</li></ul>Pay: $50.00 - $57.00 per hourWork Location: Hybrid remote in Richmond, VA 23219

Project Manager

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Financial Planning & Analysis Analyst - 1-Year Engagement

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