I help clients accomplish financial/operational objectives by the assessing of financial/operational situation; developing and presenting financial/operational strategies and plans; monitoring changes in financial/operational status, change management and continuity circumstances.


Key Components I can deliver:

  • Markets services by asking for referrals from current clients/departments; meeting prospects at team meetings; responding to inquiries; developing ideas and being able to see the wood from the tree”s
  • Assesses clients’ financial/operational situation by gathering information regarding investments, asset allocation, costing structure and evaluating risk tolerance of departments/organisation.
  • Develops financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans.
  • Obtains clients’ commitment by explaining proposed financial plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions.
  • Provides financial management information by preparing financial status analyses and reports.
  • Update my job knowledge by tracking financial markets, general economic conditions, and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organizations.
  • Accomplishes organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to the department/organisation.

Submit request below and I will be back in contact in less than 24hours. Look forward to working with you and your organisation