Strategic Financial Operations Specialist
hace 4 días
At Remotely Talents, we connect companies with investors through tailored, long-term fundraising strategies. Our focus is on helping clients build financial strategies and prepare for investment across various stages, from pre-seed to Series A funding.
We are seeking an experienced Strategic Financial Operations Specialist with a strong financial background to manage client relations and oversee the creation of investor packages. This role requires facilitating client onboarding, refining financial templates, and enhancing 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: $80,000 - $120,000 per annum
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