invoices and job costs on a daily basis. • Analysing planned jobs and actual jobs, to identify and improve variances weekly planning reports and detailed month-end planning reports. • Analysing weekly planning reports financial performance on operations: • Ensuring planning figures match figures finance has on record. •
of suppliers and clients Anticipate unfavourable events through analysis of data and prepare control strategies
of suppliers and clients Anticipate unfavourable events through analysis of data and prepare control strategies
of suppliers and clients Anticipate unfavourable events through analysis of data and prepare control strategies
of suppliers and clients Anticipate unfavourable events through analysis of data and prepare control strategies
Scan client base and target market for financial planning opportunities Generate leads by identifying appropriate secure financial planning meetings with prospects/clients Deliver quality financial planning and advisory recommendations and action steps into a financial plan Source quotations for product related recommendations Client Advice Record Bachelor's Degree in Financial Planning or similar 5-10 years in financial advisory role
Scan client base and target market for financial planning opportunities Generate leads by identifying appropriate secure financial planning meetings with prospects/clients Deliver quality financial planning and advisory recommendations and action steps into a financial plan Source quotations for product related recommendations Client Advice Record Bachelor's Degree in Financial Planning or similar 5-10 years in financial advisory role
include but not limited to: Budgeting Financial planning Regulatory compliance Accounts receivable Profitability
ethical values and integrity
departments/divisions. Forecast future needs using a long-term planning process to make informed decisions that improve investors. Directing and developing financial planning and strategy. Conducting feasibility studies.