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SayPro Job Description: Webinar and Workshop Delivery – Adapting Financial Strategies.

Email: info@saypro.online Call/WhatsApp: + 27 84 313 7407

SayPro is a Global Solutions Provider working with Individuals, Governments, Corporate Businesses, Municipalities, International Institutions. SayPro works across various Industries, Sectors providing wide range of solutions.

Position Title: Webinar and Workshop Facilitator – Financial Strategy Adaptation

Event: SayPro Monthly September SCFR-16 Event

Event Overview:
The SayPro Monthly September SCFR-16 event is designed to provide businesses with comprehensive knowledge and actionable insights into the principles of financial planning. Specifically, this event will focus on how businesses can adapt their financial strategies based on changing market conditions and future goals. Facilitators will guide participants through the process of adjusting their financial plans to remain competitive, achieve long-term growth, and mitigate risks in an ever-evolving business environment.


Position Overview:

As a Webinar and Workshop Facilitator for the SayPro Financial Strategy Adaptation Event, your role will be to deliver high-value insights, tools, and frameworks to help businesses adapt their financial strategies. You will lead webinars and interactive workshops focused on market conditions, forecasting, financial goal alignment, and how to adjust financial strategies effectively in response to internal and external factors.

The ideal candidate will have a strong understanding of financial planning, market analysis, and the ability to present these concepts in a clear, actionable format for business owners, financial managers, and other decision-makers.


Key Responsibilities:

  1. Deliver High-Value Webinars on Financial Strategy Adaptation:
    • Host live webinars focused on the core principles of adapting financial strategies based on market conditions and long-term goals. Key topics include:
      • Market Analysis and Financial Strategy: Teach participants how to analyze market trends and leverage economic data to adjust their financial plans. This includes recognizing opportunities, identifying threats, and understanding broader market dynamics.
      • Financial Forecasting and Projections: Guide businesses on how to create reliable financial forecasts, predict future market conditions, and adjust their strategies to meet evolving demands.
      • Scenario Planning: Teach businesses how to use scenario analysis to evaluate the potential financial impact of various market conditions (e.g., economic downturns, regulatory changes, technological shifts).
      • Agility in Financial Strategy: Focus on how to develop agile financial strategies that allow businesses to pivot quickly and respond to unforeseen challenges or market disruptions.
      • Balancing Short-term and Long-term Goals: Show businesses how to balance their short-term financial objectives (e.g., cash flow, operating expenses) with long-term strategic goals (e.g., market expansion, capital investment).
    • Ensure the webinars are engaging, leveraging visual aids, interactive discussions, and live Q&A sessions to enhance understanding and foster participation.
  2. Facilitate Hands-on Workshops to Apply Concepts:
    • Lead interactive workshops where participants can apply the insights shared during webinars to their own business context. This includes:
      • Creating a Financial Strategy Roadmap: Help participants develop an actionable, step-by-step financial strategy that aligns with both current market conditions and future business goals.
      • Adapting Financial Plans in Real Time: Walk participants through the process of revising their financial strategies in response to market fluctuations or changing business needs.
      • Building a Financial Scenario Model: Lead a group activity where participants will develop their own financial scenario models to assess the impact of various market changes on their business.
      • Resource Allocation and Prioritization: Help businesses determine where to allocate resources (e.g., capital, manpower, technology) based on updated financial goals and market conditions.
  3. Provide Practical Tools for Adaptation:
    • Introduce participants to financial tools and resources designed to facilitate ongoing adaptation, including:
      • Financial Modeling Software: Demonstrate how to use software tools to model potential outcomes based on different market scenarios.
      • Budget Templates: Provide customizable templates for businesses to adjust their budgeting and cash flow forecasts quickly.
      • Financial KPIs and Metrics: Teach participants how to use key performance indicators (KPIs) to measure the effectiveness of their financial strategy adaptation, ensuring that businesses remain on track with their goals.
  4. Promote Interactive Learning:
    • Foster an engaging learning environment by encouraging participants to share their challenges and insights, creating opportunities for peer-to-peer learning.
    • Use real-world examples and case studies to highlight successful financial strategies in adapting to market changes, ensuring that participants can apply lessons learned to their own businesses.
    • Employ breakout sessions, polls, and group discussions to make the learning experience more interactive and relevant to different business contexts.
  5. Provide Ongoing Support and Resources:
    • After each webinar and workshop session, provide follow-up materials such as:
      • Recordings of webinars and key takeaways.
      • Templates, checklists, and guides to assist in adapting financial strategies.
      • Additional readings or resources for deeper understanding of financial strategy in a changing market.
    • Be available for follow-up questions and offer additional guidance to businesses that need further help in applying what they’ve learned.
  6. Evaluate the Effectiveness of Learning:
    • Collect feedback from participants through surveys and post-session evaluations to understand the impact of the webinars and workshops.
    • Analyze participant engagement and content effectiveness, using feedback to improve future sessions or refine teaching methods.
    • Provide insights into how participants can continuously improve their financial strategies based on ongoing feedback and market developments.

Skills and Qualifications:

  1. Educational Background:
    • A degree in Finance, Accounting, Economics, or a related field.
    • Professional certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or similar qualifications are preferred but not mandatory.
  2. Experience:
    • At least 3+ years of experience in financial planning, financial strategy, or business management with a focus on market adaptation.
    • Experience delivering webinars, workshops, or training sessions for business professionals or executives.
    • Proven track record of guiding businesses through financial decision-making and strategy adaptation in response to market dynamics.
  3. Technical Skills:
    • Proficiency in financial modeling, budgeting, and forecasting techniques.
    • Strong knowledge of financial tools and software used for market analysis and financial planning (e.g., Excel, Google Sheets, QuickBooks, Power BI).
    • Comfort with webinar platforms (e.g., Zoom, GoToWebinar, Microsoft Teams) and using collaborative tools (e.g., virtual whiteboards, shared documents) for interactive sessions.
    • Familiarity with data visualization tools such as Tableau, Power BI, or Google Data Studio for presenting financial data.
  4. Soft Skills:
    • Exceptional communication skills, with the ability to break down complex financial topics into simple, actionable steps.
    • Strong facilitation skills to engage a diverse audience and encourage participation during both webinars and workshops.
    • Problem-solving mindset to address specific financial challenges participants may face in adapting to market changes.
    • Ability to adapt quickly to new market trends, technological advancements, and evolving business environments.
  5. Personal Traits:
    • A passion for helping businesses improve their financial health and make informed strategic decisions.
    • An adaptive mindset with the ability to stay ahead of emerging trends and incorporate these into financial strategies.
    • Customer-centric approach, always prioritizing the needs and challenges of participants in delivering value-added insights.
    • Detail-oriented with strong organizational skills, ensuring smooth delivery of webinars, workshops, and follow-up activities.

Working Conditions:

  • Event Type: Online (Webinars and Workshops)
  • Duration: One-time event in September, with multiple sessions throughout the month.
  • Schedule: Flexible, with sessions potentially occurring in the morning, afternoon, or evening depending on the needs of participants.
  • Location: Remote (must have reliable internet, webcam, and microphone).
  • Compensation: Competitive compensation, commensurate with experience and the number of sessions delivered.

How to Apply:

Interested candidates should submit the following:

  • Resume/CV outlining relevant qualifications and experience.
  • A cover letter explaining your experience in financial strategy and your approach to adapting financial plans in response to changing market conditions.
  • Links to any previous webinars or workshops delivered, or samples of educational content created (optional but encouraged).

Deadline for Applications: [Insert Application Deadline]


Why Join SayPro?

By facilitating the SayPro Monthly September SCFR-16 event, you will play a key role in equipping businesses with the knowledge and strategies they need to thrive in an ever-changing market. This is a unique opportunity to work with a diverse group of professionals and help them adapt their financial strategies to ensure long-term success and growth. You’ll be part of an innovative team that’s focused on delivering high-impact financial education that drives tangible results for businesses.

Join us and help businesses become more resilient, adapt to change, and build financial strategies that support sustainable growth in the face of uncertainty.

  • Neftaly Malatjie | CEO | SayPro
  • Email: info@saypro.online
  • Call: + 27 84 313 7407
  • Website: www.saypro.online

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