In today's social life, the frequency of job responsibilities is on the rise, and job responsibilities can improve the vitality of internal competition and better discover and use talents. What problems should be paid attention to when formulating job responsibilities? The following is the job responsibilities of the financial consultant I collected for you, for reference only. Welcome to reading.

Responsibilities of Financial Consultant 1 Responsibilities:

1. Responsible for sorting out financial related processes, forms and reports, and mastering data and reporting requirements;

2. Responsible for coordinating the implementation of the financial module, convening inter-departmental communication meetings, actively following up all work, and ensuring that all tasks are completed on time and with good quality;

3. Responsible for data collection, verification, system configuration, function test, scheme acceptance and user training of the financial module;

4. Responsible for writing the demand document, system scheme and user instruction of the financial module together with external consultants.

5. Cooperate with technical consultants for development, testing, acceptance and training;

6. Responsible for the function setting, internal training and daily operation and maintenance of the financial module, including accounts receivable, accounts payable, general ledger, fixed assets, cost, cash management and project management;

Qualifications:

1, bachelor degree or above in management, finance, information management or computer science.

2, more than five years of ERP work experience, proficient in ERP theory, familiar with financial systems, financial statements and tax systems.

3. Have at least one complete experience in NC project implementation and independently implement one or more NC financial modules.

4. Proactive and conscientious; Good at learning, communication and teamwork.

5. Strong adaptability, able to work under pressure.

Responsibilities of financial advisers 2 1. Daily operation and maintenance management, annual development and function optimization project management of Oracle EBS system of the Group.

2. Cooperate with the requirements of the financial department to optimize the financial process, design system solutions, and cooperate with various technical teams to develop, test and launch new requirements.

3. Follow up the requirements of business system and financial system, and design corresponding interface solutions.

4. Set up each module of the system and exchange data for the promotion and upgrade project of the company's internal information system.

Job responsibilities of financial adviser 3 Job responsibilities:

1, responsible for the customized development of OracleEBS financial module, including forms, stored procedures, reports, interfaces, etc.

2. Responsible for the implementation and operation and maintenance support of OracleEBS financial module.

3. Be responsible for the development, operation and maintenance of FSSC financial reimbursement platform (JAVA).

Job requirements:

1, bachelor degree or above in computer software or information related major.

2. More than 5 years working experience in secondary development of OracleEBS financial module.

3. Proficient in OraclePL/SQL programming, with good programming habits and styles.

4. Familiar with OracleERP secondary development tools, ORACLEFORM/XMLPublisher, etc.

5. Familiar with the common data table structure and API of OracleEBS financial module.

6. Familiar with JAVA programming technology of J2EE platform and have experience in developing application framework; Good programming skills, familiar with common algorithms and data structures, familiar with common design patterns.

Responsibilities of Financial Advisor 4 Responsibilities:

1. Participate in the preliminary investigation of ERP financial projects, including customer data collection, interview and analysis;

2. Participate in the design of financial processes, including the analysis and optimization of existing financial processes of customers;

3. To participate in the implementation of ERP products, you need to independently undertake the work of one or several financial modules;

4. Feedback the opinions of project management and ERP product improvement to the company, and participate in the upgrade design of ERP products.

Responsibilities of financial adviser 5 responsibilities

China Ping An Life Insurance Company of China Insurance Company 2W Family Financial Advisor China Life Insurance Co., Ltd. Guangzhou Branch China Life Insurance Co., Ltd. Guangzhou Branch

I. Requirements for posts:

1~ 25-45 years old, with good physical and mental health and good appearance; No bad habits, no criminal record

2~ Education: College or above;

3~ Enthusiasm, love, responsibility and strong learning ability;

4~ Have good psychological quality and good professional image;

Second, the work items

1, life insurance (health, accident, pension, education fund, investment and wealth management, savings dividend, group accident insurance, etc. )

2. Property insurance (auto insurance, equipment insurance, family property insurance, cargo transportation insurance, employer liability insurance, public liability insurance, etc. )

3. Ping An Bank (loans: mortgage loan, car loan, policy loan and provident fund loan)

4. Ping 'an star tutor training, five-star tutor training, charged according to the teaching time.

Three. Treatment and programs:

1, post allowance+training allowance+business commission+service allowance+organizational benefits+insurance benefits+domestic and foreign tourism+year-end bonus+other bonuses+hospitalization+group insurance, etc.

2. Comprehensive protection such as pension+pension fund+accident insurance, term life insurance and hospitalization insurance;

3. Enjoy long-term professional training in team management and marketing knowledge and skills;

Responsibilities of Financial Advisor 6 Responsibilities:

1. Investigate and analyze customer needs, design and optimize business processes, and formulate targeted solutions;

2. Assist and guide customers to complete system implementation through professional project management;

3. Help customers successfully apply the company management software and be responsible for the technical implementation of the project;

4. According to the needs of customer management informatization, analyze and sort out user needs, and lead the implementation of management system and the development of secondary needs;

5. Complete the preparation of documents required for project implementation, constantly sum up the project implementation experience, form a project knowledge document, and share internal knowledge.

Job requirements:

1. Bachelor degree or above, major in computer, management and finance is preferred.

2. More than three years of ERP project implementation experience and complete information implementation experience.

3. Good English listening, speaking, reading and writing skills.

4. Good personal cultivation, teamwork and communication skills.

5. High work initiative, strong learning ability and execution ability.

6. Experience in manufacturing enterprise management is preferred.

7. Experience in implementing QAD, Infor and Oracle EBS is preferred.

8. Can adapt to frequent business trips.

9. base: home.

Responsibilities of Financial Advisor 7 Job Requirements:

1, full-time college degree or above;

2. Familiar with enterprise financial management and accounting practice, or graduate from finance-related major is preferred;

3. Good external image, good at communication or strong will to improve communication skills;

4. Good oral and written expression skills;

5. Have a strong will and motivation to continue learning.

Job responsibilities:

1. Pay close attention to the fluctuation of foreign exchange markets at home and abroad, and make plans and overall arrangements for the company's related businesses;

2. Establish and improve the collectivized financial system.

3. Establish and improve the relevant financial systems of domestic and foreign companies.

4. According to the overall arrangement of the group's financial funds, implement the requirements and tasks of the group in financial system, financial system, financial report, financial analysis, fund management, budget management and management accounting.

5. Coordinate the relationship between banking, industry and commerce, taxation, auditing and other regulatory agencies and government departments, and safeguard the interests of the Group and the company.

6, complete other work arranged by the leadership.

Responsibilities of Financial Advisor 8 Responsibilities:

1, responsible for the implementation of the financial part of large-scale ERP projects;

2. Be responsible for the education, training, consultation, debugging and maintenance of process standard system functions;

3. Application diagnosis and process optimization of old customers;

4. In-depth understanding of customer needs, develop personalized solutions, and assist the project manager to complete and implement related work.

5. Project planning and scheme writing.

Qualifications:

1, college degree or above, more than 2 years working experience, of which Party A's financial work experience is preferred; Experience in product implementation in Ding Jie is preferred.

2. Master any ERP software and master the implementation steps and methods of ERP;

3, familiar with management accounting, can improve management ability through information technology;

4. Be familiar with enterprise management and know some management methods and tools;

5. Good at language expression, discussion and guidance;

6, proficient in project management;

Job responsibilities of financial adviser 9 Job responsibilities:

1, implementation of related modules of Oracle EBS supply chain and subsequent operation and maintenance and optimization;

2. Be responsible for the demand analysis and function realization of relevant business departments;

3. Write the process, system function setting and operation documents of Oracle EBS supply chain related modules;

4. Other work assigned by the company.

After working in Shenzhen for half a year, the position needs to be moved to Songshan Lake in Dongguan. The company provides shuttle bus from Shenzhen North Station to Dongguan Songshan Lake.

Qualifications:

1, bachelor degree or above, major in computer or logistics management;

2. Proficient in the business operation and process system of enterprise internal planning, procurement, manufacturing and warehouse, as well as the function principle, system setting and related realization of Oracle EBS supply chain related modules (Oracle INV, WIP, MRP and PO), and familiar with the function and setting of financial module;

3. Be able to make an in-depth analysis of the requirements put forward by the business department, independently publish the overall solution, and have a good guide to the core business needs of users;

4. Have more than 3 years of experience in the implementation and operation and maintenance of supply chain related modules or independent implementation experience of more than 2 complete project supply chain related modules, and have strong problem-solving ability;

5. Strong sense of responsibility and professionalism, willing to work in a challenging and fast-paced environment; Good at communication, positive and cheerful personality, able to quickly integrate into the team, with good team spirit;

6. Experience in development is preferred.

Responsibilities of financial adviser 10 responsibilities:

1. Accept daily tax financial consultation from customers and arrange basic tax matters;

2. Introduce the industry knowledge and technical knowledge of tax system to customers;

3. Responsible for collecting customer billing documents and expenses;

4. Apply for bills, purchase invoices, prepare and submit accounting statements, and assist in tax returns;

5. Responsible for external liaison with banks, taxation and other departments;

6. Assist the supervisor to complete other daily work.

Job requirements:

1, college degree or above, accepting excellent interns;

2. Strong communication skills and flexible analytical skills when dealing with problems;

3. Strong independent learning and working ability, practical, careful and proactive.

4. Teamwork, strong pressure resistance;

5. Holders of accounting qualification certificates are preferred.

Responsibilities of Financial Adviser 1 1 Job Description:

Requirements:

1, age: 25-45 years old, major in finance or related, college degree or above;

2. More than one year working experience in securities, banking, insurance, trust, futures and investment companies (one of them);

3. Have a solid theoretical knowledge in the fields of economy, finance and investment;

4. Deep industry and company research ability, keen and quick market response ability and strong risk control awareness;

5. Be good at in-depth analysis of the macroeconomic situation and the stock market, put forward suggestions on industry allocation and investment strategy for customers, have strict logical thinking and analytical judgment skills, and have good public speaking and communication skills;

Job responsibilities:

1, responsible for providing financial consulting and advice services to customers and formulating corresponding investment portfolios and strategies.

6. Those who have obtained relevant financial qualification certification (AFP /CFP/ AFP /ChFP) are preferred.

2. Be responsible for keeping in touch with customers and providing financial analysis services for customers.

3. Responsible for providing customers with sound financial planning and information consultation.

4. Responsible for helping customers to implement financial planning according to the entrustment of customers.

5. Be responsible for the comprehensive publicity, promotion and sales of the company's wealth management products.

6. Responsible for providing financial consultation for important customer needs and making reasonable financial plans.

7. Be responsible for maintaining important customer relationships and adjusting customers' financial arrangements in time through communication with customers.

Responsibilities of financial adviser 12 responsibilities:

1. Fully understand customer needs, allocate assets, and screen suitable financial products.

2. Track the asset allocation scheme and make adjustments. Achieve the purpose of maintaining and increasing the value of customer wealth.

Requirements:

1. Bachelor degree or above in accounting, finance and other related fields. , and have more than 2 years working experience in financial institutions.

2. Prepare financial investment and product knowledge, and have practical operation ability.

3. Proficient in at least two fields such as funds and insurance, with comprehensive financial knowledge.

4. Excellent communication skills and excellent professional ethics.

Responsibilities of financial advisor: 13 1. Communicate with customers by telephone according to the company's intention resources, and customers take the initiative to consult;

2. Provide professional services in combination with the needs of intended customers, and determine the intention;

3. Invite customers to the company for an interview, sign the bill by phone, and reach the sales performance index;

4. Communicate well with new and old customers, solve customer problems in time, and establish good long-term cooperative relations;

5. Regularly pay a return visit to old customers to understand and communicate related matters such as contract renewal;

6. Update the company's fiscal and taxation knowledge base regularly every week.

Responsibilities of financial adviser 14 responsibilities:

1. Demonstrate products to customers, answer questions during the demonstration and cooperate with customers to set up online work;

2. Summarize and feed back the bugs found in the process of actually using the software after the customer goes online to the relevant departments to solve, give the customer a solution within the specified time, and inform the customer how to operate the software in time;

3. Pay a return visit to online customers regularly and irregularly, which can handle customer relations well;

4. Cooperate with sales and maintain regular contact and communication with customers;

5. Familiar with fiscal and taxation knowledge, data analysis and related financial work experience (accounting);

6. Assist leaders to complete other daily work.

Requirements:

1, can accept business trip;

2. Have good financial knowledge, and have more than one year of accounting and tax filing experience in accounting companies is preferred;

3, cheerful personality, neat work, dare to do and speak, good at communicating with people;

4. Good learning ability and independent working ability.

Responsibilities of Financial Consultant 15 Responsibilities:

1, mainly engaged in the secondary development and operation and maintenance of ORACLE EBS;

2. Accomplish the secondary development of Oracle EBS independently and skillfully under the guidance of relevant documents;

3. Be able to solve the technical problems of EBS system standards and customized development functions;

4. Other work assigned by the company.

After working in Shenzhen for half a year, the position needs to be moved to Songshan Lake in Dongguan. The company provides shuttle bus from Shenzhen North Station to Dongguan Songshan Lake.

Qualifications:

1, bachelor degree or above, major in computer science;

2. Engaged in Oracle EBS technology development or technical operation and maintenance for 2 years or more;

3. Proficient in Oracle PL/SQL programming, with good programming habits and styles;

4. Familiar with the secondary development of Oracle EBS, forms/reports/interfaces /XML Publisher/OAF, etc.

5. Understand the business and functions of financial and supply chain modules of Oracle EBS standard;

6. Familiar with the installation and maintenance of Oracle EBS application system, and experience in database system installation and optimization is preferred;

7. Strong sense of responsibility and professionalism, willing to work in a challenging and fast-paced environment; Good at communication, positive and cheerful personality, able to quickly integrate into the team, good team spirit

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