Job Description

The role is responsible to support the organization’s strategic growth and financial performance by contributing to M&A activities, capital planning, and financial analysis. He/she will develop financial models, supporting budgeting and forecasting processes, and providing insights through KPI monitoring and market analysis, also assists in preparing management and investor materials, enabling informed decision-making by senior leadership and stakeholders.

• Support evaluation and execution of M&A opportunities, including financial analysis, valuation modelling, due diligence coordination, and preparation of investment materials.
• Assist in capital planning and fundraising processes, including preparation of financial models, investor presentations, and data room materials.
• Contribute to the annual budgeting process, rolling forecasts, and long-term financial planning (FP&A).
• Develop and maintain financial models to support strategic initiatives, new product launches, and market expansion analysis.
• Prepare board materials, management presentations, and performance reports in collaboration with the Director and senior leadership.
• Monitor key financial and operational KPIs, providing variance analysis and actionable insights.
• Support investor reporting and stakeholder communication materials as required.
• Conduct market research and competitive analysis to inform strategic decision-making.
• Perform any other duties assigned to by line manager related to the nature of the work
• Enforce, incorporate, and comply with all necessary controls and related information security (EIS) policies, procedures, practices, training, reporting, personal due diligence and vigilance, within departmental/unit activities and operations.

Preferred Qualifications

• A tertiary level qualification from a recognized institution in Finance, Accounting, Economics, Business, or a related field.

Years & Nature of Experience

• Recommended to have 3 to 5 years of equivalent experience in investment banking, transaction advisory, private equity, financial services, or strategy consulting.
• Strong financial modelling, valuation, and analytical skills.
• Exposure to budgeting, forecasting, or FP&A processes is preferred.
• Experience preparing senior-level presentations and analytical materials.
• Strong communication skills and ability to work cross-functionally.
• Experience in financial services, banking, or fintech is a plus.

Technical Competencies

• Financial Analysis & Modelling
• Investor Relations Expertise
• Business Performance Analysis

Behavioural Competencies

• Analytical Thinking
• Communication
• Relationship Building
• Problem Solving
• Strategic Insight