
Chief Strategic Leader
2 days ago
Role Description
Elevate your finance career as a strategic leader who oversees and ensures accuracy of monthly, quarterly, and annual closings.
Lead forecasting, budgeting, and financial modeling processes to guide strategic decisions. Implement and enforce budget control mechanisms across the firm and portfolio companies. Consolidate financial data across businesses, ensuring accuracy, compliance, and transparency.
Key Responsibilities
- Oversee and ensure accuracy of monthly, quarterly, and annual closings.
- Lead forecasting, budgeting, and financial modeling processes to guide strategic decisions.
- Implement and enforce budget control mechanisms across the firm and portfolio companies.
- Consolidate financial data across businesses, ensuring accuracy, compliance, and transparency.
- Identify opportunities to consolidate, cut, and optimize costs to drive profitability.
Strategic Finance & Business Partnering
- Review and validate financial reporting of the firm and portfolio companies.
- Provide diligence and oversight during investments, mergers and acquisitions, fundraising, and exits.
- Support leadership with actionable insights on capital allocation, return on investment, and performance optimization.
- Drive financial strategies that align with the firm's growth and scaling goals.
Negotiations & Contract Oversight
- Lead and oversee contract negotiations with clients, vendors, and employees.
- Manage financial/legal negotiations to ensure optimal outcomes for the firm and its portfolio companies.
- Partner with legal and business teams to reduce risks and improve deal terms.
Performance Management & Stakeholder Engagement
- Drive company-wide and employee-level performance management, linking key performance indicators to financial outcomes.
- Support leadership in building compensation structures tied to performance and cost efficiency.
- Build dashboards and reporting tools to track business, team, and portfolio performance.
- Serve as the primary point of contact for auditors, tax advisors, banks, and legal counsel.
Team Leadership & Oversight
- Lead, mentor, and challenge finance teams to ensure accurate reporting and compliance.
- Establish strong internal controls, compliance processes, and risk management frameworks.
- Ensure all finance team outputs and portfolio company reports are reviewed, validated, and optimized.
Qualifications & Experience
- 10+ years of progressive finance leadership experience, ideally in investment firms, venture capital/private equity-backed companies, or high-growth businesses.
- Strong track record in monthly closing, financial planning and analysis, budgeting, and cost optimization.
- Hands-on experience in contract negotiations with clients, vendors, and employees.
- Deep understanding of corporate finance, accounting, tax, and legal frameworks.
- Proven ability in performance management at both organizational and employee levels.
- Professional qualifications such as CA, CPA, CFA, or MBA in Finance strongly preferred.
What We're Looking For
- A finance professional who can strategically guide but also roll up their sleeves in day-to-day finance operations.
- Excellent negotiator and communicator, able to manage clients, vendors, employees, and investors.
- Strong analytical and commercial acumen, with a focus on cost optimization and value creation.
- Someone who can trust but verify — ensuring finance teams and portfolio companies deliver accurate, high-quality work.
- An entrepreneurial, problem-solving mindset suited for a fast-paced, dynamic investment environment.
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