Senior Financial Advisor

We're hiring a Senior Financial Advisor at Numerica Financial Advisory.

This is a full-time role for someone who can own client bookkeeping end to end and step into advisory work alongside our team.

• Own the full-cycle bookkeeping for assigned clients - accounts payable, accounts receivable, bank and credit card reconciliations, and financial statement preparation
• Run month-end and year-end close: accruals, prepaids, depreciation schedules, fixed asset registers, and intercompany reconciliations
• Prepare monthly, quarterly and annual balance sheets, income statements and cash flow statements
• Post and review journal entries, maintain supporting schedules, and keep audit-ready documentation
• Apply revenue recognition and deferred revenue treatment in line with IFRS
• Set up and maintain client charts of accounts in Xero and Odoo, including migrations, bank feeds and reconciliation rules
• Produce budget vs. actual variance analysis and cash flow forecasts, with commentary for client management
• Build financial models and assist in preparing feasibility studies on an as-needed basis
• Support annual audits and statutory filings, and act as the day-to-day point of contact for client queries

• Strong Financial Planning and Financial Advisory skills, with a track record of developing client-focused strategies.
• Solid foundation in Finance, including financial analysis, cash-flow assessment, and risk management.
• Experience in Retirement Planning, including designing long-term savings and income strategies.
• Relevant bachelor's degree in Finance, Accounting, Economics, Business, or a related field; advanced certifications (e.g., CMA, ACCA, CPA, FMVA or equivalent) are Required.
• 5+ years of experience in financial advisory or wealth management, ideally in a consultancy or client-facing environment.
• Excellent analytical, quantitative, and problem-solving skills, with strong attention to detail and accuracy.
• Clear and professional communication skills, with the ability to explain complex financial concepts in simple terms.
• High ethical standards, commitment to confidentiality, and adherence to regulatory requirements.
• Ability to work effectively on-site in Kuwait City, collaborate with multidisciplinary teams, and manage multiple client engagements.