Finance Consultant

Finance Consultant Job Description Template

Our company is looking for a Finance Consultant to join our team.


  • Capturing all of my clients financial data down to a granular level, where and how it’s stored etc;
  • Change processes/ management to present to the CEO regarding expenditure, income from an employee and client perspective;
  • Understanding how the finance team work, understanding the systems used – SUN and the recently implemented Anaplan;
  • Proven experience of problem solving and executed successful solutions;
  • Strong aptitude around data, process management and project management;
  • Working closely with the Management Information and Finance teams gathering data to present to the CEO and Managing partners;
  • Liaising with different levels of the business – operations team.


  • Ideally immediately available/1 month notice period MAX;
  • Must be a Qualified Accountant- ACA/ACCA/CIMA/CAANZ/CPA;
  • Ideally have Investment management industry experience but not essential.