Senior Financial Consultant
Fincorp Investment Holding Co.
Total years of experience :17 years, 0 Months
Participate in business valuations, feasibility studies, financial restructuring, business
planning, and other financial advisory related assignments.
o Participate in Deal Sourcing activities and implementing Mergers & Acquisition
transactions.
o Build Information Memorandum, teasers and other relevant documents.
o Gathers, analyzes, prepares and summarizes recommendations for financial plans,
acquisition activity, trended future requirements and operating forecasts.
o Building detailed financial models.
o Analyze past financial performance and prepare projected financial statements.
o Performs detailed financial analysis to determine present and future financial
performance.
o Provide on‐the job‐training to junior staff.
o Help clients to achieve their strategic goals, by participating in services (i.e. Financial Due Diligence, Valuation & Business Modelling, Restructuring and Operational Transaction Services).
o Analyze financial and operational results of Companies through reviewing accounting records and conducting interviews with management.
o Prepare and evaluate pro forma financial information to assess trends and fluctuations that may affect cash flow requirements and deal valuation.
o Perform industry and company research utilizing online tools and publicly available information.
o Assist in researching technical accounting issues to evaluate implications on transaction valuation and structuring.
o Assist in preparing reports and schedules that will be delivered to clients and other parties
o Help other teams to deliver an integrated service to our clients.
o Prepares monthly statements by collecting data; analyzing and investigating variances;
summarizing data, information, and trends.
o Complies with Country tax filing requirements by adhering to Tax requirements; advising
management on required actions; calculating monthly estimated tax payments.
o Monitoring Banking transactions and the issuance of checks and bookkeeping.
o Provides financial advice by studying operational issues; applying financial principles and
practices; developing recommendations.
o Accomplishes finance and organization mission by completing related results as needed.
o Analyzing the needs of customers within the company's bank-assurance relationships,
providing advice on how they can save to realize their future needs and how to protect
their families.
o Providing sales and technical support to bank on product details, benefit illustrations,
insurance policies, etc. Also, to support bank when prospects have unique requirements
that cannot be met by the available packages, such as requiring complex savings plan or
detailed advice, or with loan debt obligations, and needing protection.
the Technical Office of Decentralization at the Ministry of local
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