Job Description

Roles and Responsibilities

• Develop and execute long-term financial plans to support investment strategies, mergers, and capital raising (IPOs, debt/equity financing).
• Ensure adherence to financial regulations, reporting standards (GAAP), and risk management frameworks.
• Monitor cash reserves, optimize liquidity, and assess short-term liabilities to maintain financial stability.
• Collaborate with investment teams to evaluate portfolio performance, ROI, and risk exposure.
• Oversee accurate financial statements (P&L, balance sheets) and present insights to the board, investors, and regulators.
• Advise the CEO on M&A opportunities, market trends, and macroeconomic factors affecting investment decisions.
• Implement financial systems (ERP, digital forecasting tools) to enhance data accuracy and operational efficiency.
  

Educational Qualification Preference:

• Masters degree in finance, Economics, or Business Administration (MBA); CFA or CPA preferred.
• 10 to 15 years in senior financial roles within investment banking, asset management, or private equity.
• Proven track record in capital allocation, investor relations, and IPO preparation.