Financial Advisor

Position Summary:

The Finance Advisor to the CEO serves as a trusted partner, providing strategic financial guidance, in-depth analysis, and risk assessments to support executive decision-making. This role bridges high-level strategy with detailed financial insight, ensuring the organization’s fiscal health and alignment with long-term goals.

Key Responsibilities:

1. Strategic Financial Guidance

• Advise the CEO on financial implications of business strategies, investment opportunities, and operational decisions.
• Support the development and execution of corporate strategy through data-driven insights.
• Evaluate new business ventures, mergers & acquisitions, and partnership proposals.

2. Financial Planning & Analysis

• Oversee and interpret financial modeling, forecasting, and budgeting to inform strategic decisions.
• Monitor key performance indicators (KPIs) and track financial progress toward business objectives.
• Provide scenario analysis and sensitivity testing for major initiatives.

3. Risk Management

• Identify, assess, and recommend mitigation strategies for financial and operational risks.
• Ensure compliance with financial regulations and corporate governance standards.
• Monitor macroeconomic trends and industry changes affecting the business.

5. Operational Excellence

• Ensure alignment between financial priorities and business operations.
• Recommend improvements to financial systems, processes, and controls.
• Support the CEO in resource allocation and capital expenditure decisions.

Qualifications & Requirements:

• Education: Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA, CFA, or CPA preferred.
• Experience: 15+ years in senior finance roles, preferably including exposure to strategic advisory or corporate finance.
• Proven track record in advising C-suite executives or Board members.
• Strong expertise in financial modeling, forecasting, and data analysis.
• Deep understanding of corporate strategy, investment evaluation, and risk management.

Competencies:

• Strategic thinking with strong analytical skills.
• Business acumen and market awareness.
• Ability to influence and build trust at the highest organizational levels.
• Adaptability in fast-paced and changing environments.

Key Performance Indicators (KPIs):

• Accuracy and timeliness of financial insights and forecasts.
• CEO and Board satisfaction with strategic financial support.
• Contribution to successful execution of major business initiatives.
• Effective risk mitigation and compliance adherence.