Company:Intellect
Location:Japan
Languages:English, Japanese
Seniority level:Middle, Proven experience
Experience:Proven experience
Skills:SQLData AnalysisFinancial ManagementMicrosoft ExcelFinancial analysisBudgeting
- Proven experience as a Finance Coach
- Bachelor’s degree in Finance or a related field
- Strong analytical abilities
- Proficient in English and local language
- Excellent communication, negotiation, and presentation skills
- High level of accuracy and attention to detail
- Ability to simplify complex financial concepts
- Proficiency with database systems
- Strong PC skills
- Offer strategic coaching in cash flow and budgeting via text and video
- Assess financial situations and design customized financial plans
- Guide clients in making informed financial decisions
- Help clients manage resources for daily obligations and long-term goals
- Stay current with financial trends and budgeting strategies
- Monitor and adjust financial plans as needed