You might hire a financial consultant to:
- Assess your company’s financial status
Build and help implement financial strategies
- Analyze your company’s internal information for financial risk
- Provide relevant financial and investment advice to help meet your company’s business goals
| Required skills and qualifications | Preferred skills and qualifications |
| Proven experience in finance, economics, or accounting | Experience with and knowledge of accounting software like QuickBooks or NetSuite |
| Strong understanding of wealth management | Certified Financial Planner (CFP) license or similar credential |
| Business development skills | Strong communication and interpersonal skills |
| Analytical and problem-solving abilities | Knowledge of fintech and financial software programs |
| Great knowledge of financial products and fiscal policies | Understanding of stocks and investment practices |
