Financial Consultant Job Description


This Financial Consultant job description template can be posted to online job forums and career pages for the recruitment of candidates. The Financial Consultant job description, its requirements and responsibilities, given in this template can be modified according to the specific need of your company.

The primary job role of a Financial Consultant is to:

  • Assess the financial status of the company
  • Analyze investment plans
  • Source and evaluate various capital expansion options such as funding and loans

Financial Consultant Job Description

We are hiring a Financial Consultant for providing us guidance on cash management, investment decisions, and routine company expenses. You will be responsible for evaluating various capital expansion options such as loans or funding, conducting risk analyses for our financial plans and forecasting revenues and costs. Your ultimate goal would be ensuring that our company’s finances are managed properly.

In order to succeed in this role, you must have a solid background in Finance and Accounting along with relevant experience as a Financial Adviser. So, if you like to work in a fast-paced environment, and qualify the following requirements, we would like to hear from you.


  • At least a Bachelor’s degree in Accounting, Finance, Economics or a related field
  • Prior experience as a Financial Adviser, Financial Consultant or a similar role
  • Professional certification (e.g. CFA or CFP)
  • Sound knowledge of all fiscal policies
  • Experience with statistical packages and accounting software
  • Ability to create detailed spreadsheets and reports
  • Confidentiality of company’s policies
  • Strong communication skills and a keen eye for details
  • An analytical mind with a problem-solving attitude


  • Assessing the financial status of the company
  • Analyzing investment plans
  • Sourcing and evaluating various capital expansion options such as funding and loans
  • Reviewing day-to-day transactions for the purpose of identifying improvement areas
  • Providing solutions and setting goals for the purpose of increasing profitability
  • Monitoring financial procedures and ensuring compliance with the law
  • Managing current as well as future tax payments
  • Analyzing market trends and also identifying risks/opportunities
  • Forecasting revenues/costs and report discrepancies to the senior management
  • Advising on selling and buying of bonds and stocks