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Senior Investment & Financial Management Advisor
About the Role
We are seeking a highly experienced Senior Investment & Financial Management Advisor with an exceptional background in accounting, financial analysis, investment management, and cash flow optimization. The ideal candidate will possess extensive expertise in managing complex financial operations, monitoring investment performance, and supporting strategic decision-making through robust analytical and accounting practices.
Candidate Profile
Minimum 25 years of professional experience in finance, accounting, asset management, wealth management, or investment advisory.
Holder of a Swiss Federal Diploma (Brevet Fédéral) or equivalent professional qualification.
Strong expertise in financial and analytical accounting, budgeting, and financial reporting.
Proven experience in investment analysis, portfolio monitoring, and asset allocation.
Extensive knowledge of cash flow management, treasury operations, and liquidity planning.
Ability to produce and interpret complex financial models and performance indicators.
Fluent in English, both written and spoken.
Strong analytical and problem-solving skills with a strategic mindset.
High level of integrity, accuracy, and confidentiality.
Key Responsibilities
Oversee and analyze company and client financial performance through detailed accounting and reporting processes.
Develop and monitor budgets, forecasts, and financial planning strategies.
Manage and optimize cash flow, liquidity, and treasury activities.
Conduct investment analyses and evaluate financial opportunities and risks.
Monitor investment portfolios and prepare performance reports and recommendations.
Implement analytical accounting tools to improve cost control and profitability analysis.
Prepare financial dashboards, KPIs, and management reports for senior leadership.
Support strategic decision-making through financial modeling and scenario analysis.
Collaborate with banks, auditors, asset managers, and external advisors.
Required Technical Skills
Financial Accounting
Analytical Accounting
Investment Management
Cash Flow Forecasting
Treasury Management
Budgeting & Forecasting
Financial Modeling
Risk Analysis
Performance Reporting
Advanced Excel and Financial Systems
What We Offer
A senior-level position with significant responsibilities.
Direct involvement in financial strategy and investment decision-making.
A professional and international working environment.
Competitive compensation package based on experience and qualifications.
Location: Geneve
Employment Type: Full-time
Start Date: Upon agreement jpidc07b2a4jm jpit0937jm jpiy26jm