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Financial Strategist
2 weeks ago
As a seasoned transaction advisory expert, you will serve as a trusted strategic partner to high-growth start-ups and businesses. Your primary focus will be on providing comprehensive financial guidance and support to drive business growth and success.
Key responsibilities include overseeing budgeting, management information systems (MIS) reporting, cash flow management, and investor communications. You will also build and implement financial discipline and governance frameworks tailored for scaling businesses.
Another key aspect of the role is supporting valuations for fundraises, secondary transfers, and mergers and acquisitions (M&A) transactions in compliance with relevant laws and regulations. This includes conducting thorough financial health checks, revenue and margin analysis, working capital assessments, and historical reviews.
Additionally, you will provide tax structuring advice for business models and transactions, including cross-border setups, holding structures, employee stock option plans (ESOPs), and exits. Furthermore, you will manage multiple client engagements with professionalism and responsiveness.
Qualifications required for this position include being a Chartered Accountant with 4-6 years of relevant experience in transaction advisory at a mid-tier boutique advisory or in a start-up finance team. Strong technical knowledge of accounting standards, taxation laws, financial modeling, and valuation principles is essential.
Proven track records in client servicing and team management are also necessary. Excellent communication skills with the ability to explain complex concepts to non-finance stakeholders are vital. Lastly, an entrepreneurial mindset and ability to thrive in fast-paced, high-growth environments are highly desirable.