Financial Analyst

We are seeking a high-caliber, execution-focused Financial Analyst to join the CFO Office of a Middle East–based Family Office. This role provides direct exposure to senior leadership and is ideal for a hands-on professional seeking broader portfolio exposure and long-term capital perspectives.

Roles & Responsibilities:

Portfolio Performance & Reporting

• Evaluate and monitor the financial and operating performance of portfolio companies periodically (monthly/quarterly/annual).
• Develop standardized dashboards, KPIs, and analytical frameworks across strategic and operating investments.
• Prepare portfolio performance materials for internal management and Board presentations.
• Track budget vs actuals, variances, cash flow, returns, and key value drivers across the portfolio spectrum

Financial Modeling & Analysis

• Perform strategic and financial analysis to support capital allocation and investment decisions at the Family Office level
• Build and maintain detailed financial models, including three-statement models, DCF, trading and transaction comparable, IRR/NPV, and scenario/sensitivity analysis.
• Support valuation exercises for new investments, follow-on investments, exits, and internal reviews.

Corporate Finance & Transaction Support

• Support the CFO and investment leadership on corporate finance activities such as Family Office–led acquisitions, minority investments, portfolio divestments, and monetization
• Prepare transaction-related financial analysis, investment memoranda, management presentations, and Investment Committee materials.
• Support in financial and commercial due diligence, along with external advisors
• Assist in evaluating transaction structures, returns, risks, and strategic fit from a family office perspective.
• Deliver investment reports, memos, and presentations to support committee decision-making.

Planning, Budgeting & Forecasting

• Support annual budgeting, rolling forecasts, cash flow projections, & forecastng and long-term financial planning for the Family Office
• Assist with consolidated financial planning, liquidity management, and scenario modeling across the overall portfolio.
• Monitor actual performance against budgets and forecasts, highlighting key variances and drivers to the CFO.

Stakeholder & Process Support

• Act as a key analytical partner to the CFO and senior leadership team.
• Serve as the central finance liaison between the Family Office and portfolio companies for performance reporting and information flow.
• Support enhancement of Family Office portfolio financial reporting, governance frameworks, analytical tools, and internal processes.
• Leverage AI and financial platforms to improve efficiency, insight generation, and reporting quality.

Qualifications & Experience:

• A Master’s degree in Finance, Accounting, Economics, or Business Administration, or a Bachelor’s degree combined with a professional certification such as CA, ACCA, or CFA (completed or near completion).
• Minimum 6–8 years of post-qualification experience in Corporate Finance, Investment Banking, Private Equity (Portfolio/Value Creation), or Big 4 Transaction Advisory.
• Experience in at least three of the following: Automobiles, Consumer/QSR, Healthcare, Education, or Real Estate .
• Prior Middle East experience or Family Office exposure is preferred.

Technical Skills & Competencies:

• Advanced Modeling: Expert-level Excel skills, including scenario and sensitivity analysis.
• Reporting: Strong ability to convert data into actionable insights for Board-level presentations.
• Platforms: Proficiency in Bloomberg, Thomson Reuters, or FactSet .
• Innovation: Ability to leverage AI tools to improve efficiency and insight generation.