Strategic Financial Growth Specialist
hace 2 días
Our client is a forward-thinking consulting firm that connects businesses with investors through tailored fundraising strategies. They focus on developing long-term financial plans, preparing clients for investment across various stages, from pre-seed to Series A funding. The approach involves creating customized investor packages that go beyond immediate needs to support clients' growth over five years.
Role Overview:
We are seeking an experienced Strategic Financial Growth Specialist with a strong financial background to manage client relationships and oversee the creation of investor packages. In this role, you will facilitate client onboarding, refine financial templates, and enhance presentation materials for investor appeal.
Key Responsibilities
- Client Engagement: Serve as the main point of contact, set up meetings, and review client-submitted financial documents.
- Financial Review: Customize and re-engineer client financials for investment pitches, enhancing templates and providing valuable feedback.
- Package Preparation: Refine client presentations using our proprietary application, covering KYC, KYB, due diligence, and feasibility aspects.
- Vetting Projects: Collaborate with regional directors to vet and review projects before they reach executive review.
- Strategic Oversight: Work autonomously to ensure client packages are investment-ready and aligned with investor expectations.
Requirements
- Experience: 10+ years in finance or related fields, preferably with a focus on client-facing roles. Experience in consultancy.
- Financial Expertise: Proven track record in financial analysis, feasibility studies, and investment-related consulting.
- Communication Skills: Excellent English, able to distill complex information into clear, concise, and engaging presentations.
- Independence: Able to operate autonomously in a remote setup, with strong organizational and entrepreneurial skills.
- Efficiency: Detail-oriented; deliver high-quality work efficiently, without overloading clients with unnecessary details.
- Adaptability: Comfortable working with a globally distributed team, across multiple time zones.
Estimated Salary: $120,000 - $150,000 per year
Remotely Talents is a unique consulting firm connecting businesses with investors through tailored fundraising strategies. We focus on developing long-term financial plans, preparing clients for investment across various stages, from pre-seed to Series A funding.
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