Job Description for Financial Advisor

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Job description for a financial consultant. Full Document

Occupational Safety and Health

Occupational Safety and Health / Job descriptions

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I. General Provisions

The financial adviser belongs to the category of specialists.
A person with a higher professional (economic) education and at least __ years of work experience in the field of finance is appointed to the position of a financial consultant.
The financial advisor should know:

financial legislation;
structure and development trends of the financial market;
the procedure for drawing up financial plans, forecast balances;
a system of financial instruments that ensure the management of financial flows;
methods of economic diagnostics in financial management;
methods for assessing financial assets, profitability and risk;
basics of own working capital management, models of own working capital formation;
the procedure for short-term and long-term lending to the enterprise, attracting investments and borrowed funds, using own funds;
the rules for issuing and the procedure for acquiring securities;
the procedure for allocating financial resources, determining the effectiveness of financial investments;
risk factors;
principles of financial control;
principles and methods of taxation;
financial accounting and reporting standards;
basics of accounting;
computer facilities, telecommunications and communications.

Appointment to the position of a financial consultant and dismissal from the position is carried out by order of the head of the enterprise.
The Financial Advisor reports directly to _______.

II. Official duties

Financial Consultant:

Provides advisory and methodological assistance to the enterprise on all financial issues (management of financial resources, development and formation of the concept of financial policy at the enterprise, etc.).
It studies the trends in the development of the financial market, determines the positions that the company needs to take.
Develops schemes of financial relations of the enterprise with budgets, extra-budgetary funds, banks, insurance companies, contractors.
Prepares and gives advice on the management of the company's own capital (formation of capital, sources of its expansion, calculation of equity growth indicators, substantiation of sustainable growth rates of equity capital, etc.).
Develops the basic principles of the policy of attracting borrowed capital (determining the need of an enterprise for borrowed funds, the type of borrowed funds, methods of attracting borrowed funds; assessing the creditworthiness of an enterprise; calculating the effectiveness of attracting loans, etc.).
Gives advice on cash flow management (develops schemes of cash flows, cash flow balance, profit and working capital; calculates the duration of the production and commercial cycle, selects effective forms of payment, analyzes factors and indicators of cash flow management, calculates the optimal level of cash, etc. ).
Develops the concept of the investment policy of the enterprise (prepares investment plans and projects, develops projects of investment decisions, analyzes the effectiveness of investment projects).
Determines the price of capital, analyzes the structure of capital to make an investment decision; calculates the optimal capital structure.
Analyzes the situation on the stock market; develops recommendations on the participation of the enterprise in operations on the stock market; assists the enterprise in participating in operations for the issuance, placement, sale, purchase of securities; analyzes the quality of securities, calculates risk and return; determines the rating of securities; develops recommendations for managing the company's securities portfolio.
Develops the concept of the company's dividend policy (determines the procedure and forms of payment of dividends, etc.).
Organizes the valuation of the property of the enterprise in accordance with accepted standards, revaluation of fixed assets; prepares reports on the results of the evaluation.
Develops a methodological basis for participation in programs for the privatization of state and municipal property, determines the cost of such property, develops recommendations regarding the costs and economic benefits in the privatization of property, etc.
Carries out economic diagnostics, predicts the possible development or bankruptcy of the enterprise, analyzes the financial condition of the enterprise.
Carries out work with creditors, investors, shareholders of the enterprise on the issues of providing information on the financial condition of the enterprise.
Compiles analytical reports and reviews for the management of the enterprise on the financial condition of the enterprise, programs of financial reforms at the enterprise.
Responsible for the reliability of analytical studies, certificates and other documents compiled.

III. Rights

The financial adviser has the right:

Represent the interests of the enterprise in relations with credit institutions, insurance and investment companies, tax authorities, other authorities and organizations on financial matters.
Request from the structural divisions of the enterprise information and documents necessary for the performance of their duties.
Interact with the heads of all structural divisions on the financial and economic activities of the enterprise.
Get acquainted with the documents that define his rights and obligations in his position, the criteria for assessing the quality of performance of official duties.
Submit proposals for improvement of the work related to the responsibilities provided for in this instruction for consideration by the management.
Require the management of the enterprise to ensure the organizational and technical conditions and execution of the established documents necessary for the performance of official duties.

IV. A responsibility

The Financial Advisor is responsible for:

For improper performance or non-performance of their official duties provided for by this Job Description - within the limits established by the current labor legislation of Ukraine.
For offenses committed in the course of their activities - within the limits established by the current administrative, criminal and civil legislation of Ukraine.
For causing material damage to the enterprise - within the limits established by the current labor legislation of Ukraine.

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