FINANCIAL PLANNING & STRATEGY

As a Financial Planning & Strategy Specialist, you will collaborate closely with the Financial Controller to drive strategic financial planning, prepare impactful financial presentations, and deliver accurate projections. Your role is crucial in ensuring that the financial strategies align with business objectives, facilitate decision-making, and nurture strong investor relations. Your key responsibilities will include: Strategic Financial Planning: - Developing comprehensive financial plans and long-term forecasts in line with the company's strategic objectives. - Analyzing business performance and suggesting strategies to enhance profitability and operational efficiency. Investor Relations & Fundraising: - Creating and presenting financial pitches and presentations for investors to demonstrate the company's growth potential and performance. - Supporting investor relations by preparing materials, addressing queries, and ensuring transparent communication. - Collaborating with senior management in strategic discussions for funding and partnerships. - Providing shareholders with regular updates on strategic and financial matters. Your qualifications should ideally include: - A Bachelor's degree in Finance, Accounting, or a related field (MBA/CA/CPA preferred). - Demonstrated experience in financial planning, analysis, and strategy (3+ years preferred). - Proficiency in creating financial models, forecasts, and presentations. - Strong skills in financial software and tools such as Excel, Power BI, and ERP systems. - Excellent communication and interpersonal skills to effectively collaborate across teams and with investors. - Experience in investor relations or preparing fundraising materials is advantageous. - A proactive, problem-solving mindset focused on delivering results. Key Performance Indicators (KPIs) for your role will involve: - Financial Analysis & Reporting: Preparing detailed financial analyses and variance reports for management and stakeholders, offering insights into financial performance. - Budgeting & Forecasting: Leading the budgeting process, developing dynamic financial models, and aligning budgets with business priorities. - Investor Relations & Fundraising Support: Developing financial presentations for investors, supporting investor relations, and engaging in strategic discussions for funding and partnerships. - Financial Presentations: Creating clear and compelling financial presentations for various audiences, translating complex financial data into actionable insights. - Performance Monitoring: Tracking financial performance metrics, identifying areas for improvement, and optimizing financial outcomes. - Market & Competitive Analysis: Conducting research on market trends, competitive positioning, and regulatory requirements to inform financial strategies. - Collaboration & Stakeholder Engagement: Working with cross-functional teams to align financial strategies with business initiatives and supporting the Financial Controller in preparing materials for stakeholders. Overall, as a Financial Planning & Strategy Specialist, your role will be pivotal in shaping the company's financial future, fostering investor relations, and contributing to strategic decision-making processes.,