Finance Specialist facilitator

Company Description Horizon Holding Club LLz is a growing organization focused on providing accessible and practical financial guidance to individuals and businesses. The company emphasizes clarity, transparency, and long-term value creation in its financial practices and education initiatives. Team members collaborate remotely, using digital tools to deliver services and support clients efficiently. Horizon Holding Club LLz values continuous learning, ethical conduct, and a client-centered approach. The organization encourages innovation and welcomes professionals who are eager to contribute to building strong financial foundations for diverse stakeholders.
Role Description The Finance Specialist Facilitator is a part-time remote role responsible for guiding clients and internal teams through key financial concepts, processes, and best practices. In this role, the facilitator develops and delivers financial education sessions, workshops, and one-on-one consultations, using clear and accessible language. Day-to-day tasks include preparing learning materials, analyzing basic financial data and reports, and helping clients understand budgeting, cash flow, and financial planning. The role also involves collaborating with colleagues to refine program content, maintaining accurate documentation of sessions, and using online platforms to host meetings and share resources. The Finance Specialist Facilitator is expected to manage their schedule effectively, respond to client inquiries in a timely manner, and uphold confidentiality and compliance with relevant financial standards.
Qualifications
Strong foundational knowledge of finance, including budgeting, cash flow management, and basic financial analysis.
Ability to facilitate learning sessions, workshops, or trainings, with clear communication and engaging presentation skills.
Competence with digital tools for remote work, such as video conferencing platforms, collaboration software, and document management systems.
Excellent written and verbal communication skills, with the ability to explain complex financial topics in accessible terms.
High level of integrity, attention to detail, and respect for confidentiality in handling financial information.
Strong organizational and time-management skills, with the ability to work independently in a remote, part-time environment.
Experience in financial education, consulting, or client-facing finance roles is beneficial.
Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field preferred, or equivalent practical experience.

Work arrangement
Yes