Financial Operations Specialist
hace 1 día
We are seeking an experienced Financial Operations Specialist with a strong financial background to manage client relations and oversee the creation of investment-ready packages.
Company OverviewOur client is a unique consulting firm connecting companies with investors through tailored, long-term fundraising strategies. They focus on helping clients build financial strategies and prepare for investment across various stages, from pre-seed to Series A funding. The approach involves creating a customized investor package that extends beyond immediate needs to support clients' growth over five years.
Job DescriptionIn this role, you will facilitate client onboarding, refine financial templates, and enhance presentation materials for investor appeal. This position is suited for a hands-on professional who can work independently and thrives in a high-paced, remote environment.
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.
To be successful in this role, you should have:
- 10+ years of experience in finance or related fields, preferably with a focus on client-facing roles.
- Experience in consultancy.
- A proven track record in financial analysis, feasibility studies, and investment-related consulting.
- Excellent English communication skills, able to distill complex information into clear, concise, and engaging presentations.
- Able to operate autonomously in a remote setup, with strong organizational and entrepreneurial skills.
- Efficiency and detail-oriented, delivering high-quality work efficiently, without overloading clients with unnecessary details.
- Comfortable working with a globally distributed team, across multiple time zones.
The estimated annual salary for this role is $120,000 - $180,000, depending on experience and qualifications. This figure is based on national averages and may vary depending on location and industry standards.
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