Financial Planning & Strategy

As a Financial Planning & Strategy Specialist, you will work closely with the Financial Controller to drive strategic financial planning, create impactful financial presentations, and deliver accurate projections. This role is integral to ensuring that our financial strategies align with business objectives, support decision-making, and foster strong investor relations.

Key Responsibilities

1. Strategic Financial Planning:

• Develop comprehensive financial plans and long-term forecasts in alignment with the companys strategic objectives.

• Analyze business performance and recommend strategies to enhance profitability and operational efficiency.

2. Investor Relations & Fundraising:

• Develop and deliver financial pitches and presentations for investors, showcasing the companys growth potential and performance.

• Support investor relations by preparing materials, addressing queries, and ensuring transparent communication.

• Collaborate with senior management in strategic discussions for funding and partnerships.

• Provide shareholders with regular updates on strategic and financial matters.

What we hope to see in you:

• Bachelors degree in Finance, Accounting, or a related field (MBA/CA/CPA preferred).

• Proven experience in financial planning, analysis, and strategy (3+ years preferred).

• Expertise in creating financial models, forecasts, and presentations.

• Strong proficiency in financial software and tools (e.g., Excel, Power BI, ERP systems).

• Excellent communication and interpersonal skills to collaborate across teams and with investors.

• Experience in investor relations or preparing fundraising materials is a strong advantage.

• A proactive, problem-solving mindset with a focus on delivering results.

KPIs:

1. Financial Analysis & Reporting:

• Prepare detailed financial analyses and variance reports for management and stakeholders.

2. Provide insights into financial performance, risks, and opportunities to guide decision-making.

3. Budgeting & Forecasting:

• Lead the budgeting process, collaborating with departmental heads to align budgets with business priorities.

4. Create dynamic financial models to forecast revenue, expenses, and cash flow.