Junior Financial Control Officer
MIDIS Group
Total years of experience :9 years, 1 Months
Preparing Monthly, Quarterly and Yearly Financial reports.
Analyzing financial data.
Monitoring internal controls.
Overseeing and preparing Monthly Consolidated Comparative Financial statements.
Participating in budgeting processes.
Managing financial transactions.
Streamlining accounting functions and operations.
Developing plans for financial growth.
Evaluating and managing risk.
Coordinating audit processes.
Analyzing financial data.
Monitoring internal controls.
Developing plans for financial growth.
Developing financial plans to help clients achieve their long-term and short-term financial goals.
Evaluating budget proposals and funding requests.
Collaborating with project managers to develop a budget.
Conducting cost-benefit analyses to determine value.
Determining whether budget proposals are in compliance with regulations.
Defending budget recommendations against management.
Developing a final budgetary agreement with management.
Monitoring spending to ensure it remains within budget.
Estimating and forecasting future financial need.
Developing financial plans to help clients achieve their long-term and short-term financial goals.
Advising clients on taxes, retirement planning, investments, and insurance decisions, depending on their financial goals.
Assessing how certain life changes and financial status changes affect clients’ financial plans and adjusting such plans accordingly.
Traveling to clients’ places of business to consult with them.
Monitoring financial markets and economic conditions.
Communicating with accountants, real estate agents, attorneys, and other professionals to verify information.
Researching suitable investment opportunities for clients.
Setting sales goals and developing sales strategies.
Researching prospects and generating leads.
Contacting potential and existing customers on the phone, per email, and in person.
Handling customer questions, inquiries, and complaints.
Preparing and sending quotes and proposals.
Managing the sales process through specific software programs.
Meeting daily, weekly, and monthly sales targets.
Participating in sales team meetings.