Financial Advisor
Skills
About This Role
Job Purpose
We are seeking a bilingual Financial Advisory Consultant with strong real estate sector exposure to support strategic financial advisory, cash flow governance, management reporting, financial modelling, and senior stakeholder engagement for real estate clients in Saudi Arabia.
The selected candidate will act as a key client-facing resource and Arabic-speaking point of contact for finance advisory engagements.
The role requires the ability to work directly with client finance teams, senior management, and Board-level stakeholders, while preparing practical financial analysis, cash flow models, dashboards, reports, and recommendations under the guidance of senior leadership.
This is a hands-on advisory role suited to a finance professional who can combine technical accounting and financial analysis skills with strong communication, presentation, and client management capabilities.
Roles & Responsibilities
1.
Client Coordination and Engagement Support
- Act as the primary Arabic-speaking point of contact for client teams during day-to-day engagement execution.
- Coordinate meetings, follow-ups, information requests, action trackers, and deliverable submissions with client finance, operations, project, and senior management teams.
- Translate financial, operational, and advisory matters into clear Arabic communication for client stakeholders, while maintaining professional English documentation where required.
- Support senior engagement leadership in managing client expectations, resolving day-to-day queries, and ensuring timely progress against the agreed work plan.
- 2.
Cash Flow, Liquidity and ALCO Support
- Assist in establishing and maintaining weekly liquidity governance processes, including ALCO packs, payment prioritization, cash position reporting, and action logs.
- Prepare and update rolling 13-week cash flow forecasts based on actual cash balances, expected inflows, commitments, debt service, project payments, and management assumptions.
- Track short-term liquidity gaps, funding needs, delayed collections, critical payments, and near-term cash risks.
- Support the preparation of management-level recommendations on cash control, payment governance, and working capital discipline.
- 3.
Financial Modelling and Excel-Based Analysis
- Develop, update, and maintain Excel-based financial models for cash flow forecasting, project-level analysis, portfolio visibility, working capital, financing scenarios, and management reporting.
- Build clear and structured models with assumptions, calculations, scenarios, outputs, dashboards, and sensitivity analysis.
- Analyze real estate project cash flows, cost-to-complete estimates, expected collections, WIP/inventory monetization, funding requirements, and financing options.
- Ensure models are practical, readable, auditable, and suitable for review by senior management and Board-level stakeholders.
- 4.
Management Reporting and Dashboards
- Prepare weekly and monthly management packs covering cash position, commitments, inflows, project performance, receivables, inventory/WIP, action items, risks, and decisions required.
- Support the preparation of Monthly Transmittal Letters, executive summaries, financial dashboards, and Board presentation materials.
- Present financial insights, risks, and recommendations in a clear and structured manner to client finance teams, senior management, and governance committees.
- Convert complex financial data into concise, decision-useful reporting.
- 5.
Real Estate Portfolio and Project Analysis
- Support diagnostic reviews of real estate projects, including cost-to-complete analysis, margin leakage, delayed billing, cash conversion bottlenecks, and monetization opportunities.
- Assist in preparing project-level visibility reports for priority projects, inventory, WIP, receivables, and commitments.
- Coordinate with client teams to obtain project data, sales schedules, collection plans, construction cost information, contract details, and financing data.
- Identify practical improvement actions to enhance visibility, cash conversion, and reporting discipline.
- 6.
Budgeting, Forecasting and Financing Readiness
- Assist in preparing annual budget baselines, rolling forecasts, scenario analysis, and financing readiness packs.
- Support preparation of lender/investor-facing financial summaries, funding requirement analysis, cash flow projections, and turnaround action plans.
- Analyze financing scenarios, repayment plans, cost of funding, and liquidity impact under different assumptions.
- Help ensure financial forecasts are aligned with project realities, available data, and management-approved assumptions.
- 7.
Finance Governance and Close Discipline
- Support the development of finance governance tools such as close calendars, reconciliations trackers, reporting templates, RACI matrices, and minimum monthly close requirements.
- Assist in reviewing existing finance processes, ERP/reporting capabilities, and data availability affecting cash visibility and financial reporting.
- Prepare gap observations and practical recommendations for improving finance operating rhythm, reporting discipline, and internal capability.
Competency
- Financial modelling and analytical thinking
- Real estate finance understanding
- Cash flow and liquidity management
- Client relationship management
- Arabic executive communication
- Board and senior management presentation skills
- Attention to detail and documentation discipline
- Problem-solving and practical business judgment
- Confidentiality and professional ethics
- Ability to work under senior supervision while managing day-to-day client interactions
Skills & Knowledge
The ideal candidate will be a bilingual finance professional with a strong mix of real estate exposure, Excel modelling capability, advisory mindset, and client-facing confidence.
The candidate should be comfortable working in a dynamic consulting environment, preparing high-quality financial outputs, dealing with senior client stakeholders, and supporting decisions related to liquidity, cash flow, commitments, project performance, financing, and management reporting.
Required Qualifications
- Bachelor’s degree in accounting, Finance, Business, Economics, or a related field, and
- Candidates should have one or more of the following qualifications preferred:
- SOCPA
- ACCA
- CPA
- CMA
- CA / ACA / equivalent professional accounting qualification
- Part-qualified candidates may be considered if they have strong relevant experience in real estate financial advisory, financial modelling, reporting, and client-facing work.
Required Experience
- Minimum 4–7 years of relevant experience in finance, accounting, financial advisory, management consulting, FP&A, real estate finance, project finance, internal controls, or corporate reporting.
- Prior experience in the real estate development, construction, property, investment, or project-based business environment is strongly preferred.
- Experience in management consulting, advisory firms, Big 4, finance transformation, outsourced finance support, or client-facing finance roles will be an advantage.
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