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Nigel Frank

NAV/BC Finance Consultant

Career Insights for Financial Planner / Investment Consultant

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Based on California data

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What they do

A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.

$101,308 / year median in California

-0% projected decline

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Job Description

We are looking for a skilled Finance Consultant to enhance our capabilities in Dynamics 365 Business Central. This role plays a pivotal part in improving financial processes and ensuring the system aligns with business objectives. You will partner with stakeholders to streamline operations, providing invaluable insights that drive efficiency and effectiveness in financial management.
  • Strong experience with Dynamics 365 Business Central, focusing on financial modules
  • Proven expertise in financial reporting and analytics
  • Ability to gather and articulate business requirements for system enhancements
  • Familiarity with integration processes and data migration
  • Excellent problem-solving skills and attention to detail This is a hybrid position requiring 2 to 3 days in the office each week.
Core benefits include None. If you are looking to make a tangible impact on financial operations and contribute to continuous improvement, we invite you to apply.