Consultor Financeiro focused on client acquisition and financial risk management in independent investment consulting firm. Building long - term client relationships and providing qualitative assessments.
About the role
- Consultant guiding clients in treasury management tools and banking communication. Providing strategic advice and optimizing cash flow for businesses.
Responsibilities
- As a Treasury Management and Banking Communications Consultant, you will be a key expert supporting our clients in analyzing and implementing our business tools related to cash forecasting and bank communications.
- Your role is to provide strategic, operational, and technical advice to ensure the application functions correctly according to the client’s requirements.
- Limited travel within France may be required and, in very exceptional cases, to other European countries (Netherlands, Belgium, Luxembourg, etc.).
- Company needs analysis:
- Conduct diagnostics of client companies’ cash positions and their needs regarding retrieval of bank data (account statements, sending payment files, etc.).
- Identify levers for optimizing and improving cash flows based on the features of our applications.
- Treasury management / banking communications consulting:
- Propose bank communication solutions with a focus on EBICS for French clients.
- Optimize cash flows, including liquidity management, bank accounts, and cash forecasting.
- Support clients in implementing the application, configuring it, and during go-live.
- Training and support:
- Train clients’ internal teams on using our solutions.
- Ensure knowledge transfer so that client teams become autonomous in application use and configuration.
Requirements
- Education: Bachelor’s degree (Bac +3) minimum in Finance, Management, Accounting, or another relevant field (e.g., business school, Master’s in Finance, Audit, etc.).
- Experience: Minimum 3 years of experience in corporate financial consulting or a similar role, ideally in a consulting firm or within a company.
- Technical skills:
- Proficiency with Microsoft tools such as Excel, Word, and PowerPoint.
- Knowledge of treasury management, notably cash forecasting by value date, current account management, and cash-pooling.
- Ability to prepare cash forecasts by analyzing technical possibilities with the client.
- An affinity for IT-related aspects, including file handling, interfaces, and SQL-type queries.
- Languages: Fluency in French and English (spoken and written) is essential; ability to communicate with international clients and teams.
Job title
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Degree requirement
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