Strategic Financial Advisor

2 days ago

Sydney, New South Wales, Australia beBeeFinancial Full time $80,000 - $120,000

Job Role: Financial Strategic Advisor

We are seeking a skilled and detail-oriented financial strategic advisor to join our team. As a key member, your focus will be on collecting, analyzing, and interpreting business, operational, and financial information.

Key Responsibilities:

  • Prepare evidence-based assessment reports for customers using financial literacy and numeracy skills.
  • Identify higher risk or low-trust characteristics to determine assessment outcomes within our risk framework.
  • Build rapport with external stakeholders to gather key information as per report requirements and assessment scope.
  • Conduct meetings to understand entity governance, operating systems, processes, and practices, and discuss rating outcome along with primary contributing factors.

Requirements:

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