Financial Planning Lead
1 week ago
Responsibilities:
Fundraising and Investor Relations:
• Build and maintain relationships with Private Equity firms, Family Offices, and investment partners.
• Develop and execute fundraising strategies, ensuring alignment with growth objectives.
• Create compelling investment presentations, financial models, and due diligence documentation.
• Negotiate terms with investors to secure capital effectively.
Financial Planning & Analysis (FP&A):
• Lead financial forecasting, budgeting, and reporting to support strategic decision-making.
• Collaborate with teams to model financial projections, manage risks, and assess performance.
• Optimize the capital structure and plan cash flows to meet long-term financial goals.
Compliance and Risk Management:
• Ensure adherence to financial and legal compliance, including statutory and regulatory requirements.
• Develop and maintain a robust internal control framework to mitigate financial risks.
• Oversee audit readiness, corporate governance policies, and regulatory engagements.
Strategic Financial Leadership:
• Provide insights and strategies to enhance profitability and operational efficiency.
• Participate in high-level decisions on mergers, acquisitions, and strategic investments.
• Establish performance metrics to monitor growth, ROI, and profitability.
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Strategic Financial Planning Professional
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