Financial Advisory Manager

Position Summary

We are looking for a Financial Advisory Manager to join our CFO team. This role focuses on data analytics, business intelligence, and M&A advisory, providing strategic insights that drive decision-making across the company. The candidate will build and maintain management dashboards, lead multi-dimensional business analysis, and support M&A origination and execution. While the role includes oversight of core financial operations, the primary emphasis is on analytics-driven advisory and strategic finance.

Past experience with a HKEX listed company and/or M&A transactions is a MUST. Experience in SaaS or RegTech industries is highly desirable. Exposure to US GAAP will be considered a strong plus.

Job Description

Data Analytics & Business Intelligence

1. Own and maintain CRM and finance dashboards, ensuring timely daily updates of business data.
2. Build and manage sales KPI dashboards to support performance monitoring and analysis.
3. Conduct new business analysis, including new client tracking and multi-dimensional reporting by monthly performance, TCV, industry, product, and region.
4. Lead renewal analytics, including renewal tracking, status monitoring, contract term analysis, and churn analysis.
5. Perform cash collection analysis, including YoY and MoM comparisons, as well as Plan vs. Actual performance reporting.
6. Manage customer analytics, including customer database maintenance, YoY analysis, customer concentration reporting, ARR trend analysis, and industry-by-scale segmentation analysis.
7. Conduct cost analyses across vendor contracts and operational expenditures.
8. Prepare business budgets and perform Plan vs. Actual variance analyses.

M&A Analysis & Advisory

1. Identify, screen, and evaluate potential M&A targets in alignment with the company's strategic objectives.
2. Prepare financial models, valuation analyses, and investment memoranda to support M&A decision-making.
3. Coordinate due diligence processes and liaise with external legal, financial, and tax advisors.
4. Support post-acquisition integration initiatives from a financial perspective.
5. Monitor the M&A pipeline and provide regular progress updates to senior management.

Management Reporting & Strategic Finance

1. Prepare management reports, variance analyses, budgets, and financial forecasts to support business decision-making.
2. Monitor and analyze key SaaS metrics, including ARR, MRR, churn, and deferred revenue, and provide actionable insights to drive business performance.
3. Prepare cash flow forecasts and oversee liquidity management across multiple entities.
4. Support pricing strategies and commercial contract structuring through financial modelling and profitability analysis.

Business Partnering

1. Collaborate with Operations, Product, Sales, and Accounting teams to align financial insights with business strategy.
2. Provide data-driven recommendations on customer contracts, pricing strategies, and market opportunities.
3. Oversee company finances and reporting to ensure accuracy and reasonableness.

Requirement

1. Bachelor's degree in Accounting, Finance, Business Analytics, Economics, or a related field.
2. Minimum 5 years of experience in finance, FP&A, corporate finance, transaction advisory, or business analytics, preferably within SaaS, RegTech, FinTech, or other technology-driven businesses.
3. Proven ability to build dashboards, financial models, and multi-dimensional business analyses.
4. Strong understanding of HKFRS, SFRS, and IFRS, with hands-on experience in financial reporting, budgeting, forecasting, and management reporting. Experience with Singapore statutory reporting is an advantage.
5. Proven M&A transaction experience, including deal sourcing, financial modelling, valuation, due diligence, transaction execution, and post-deal performance analysis.
6. Highly analytical, detail-oriented, and capable of managing multiple priorities independently in a fast-paced, high-growth environment.

Preferred / Plus

• Exposure to US GAAP reporting, group consolidation, or reporting within a multinational or US-parent organization.
• Proficiency with BI tools (e.g., Tableau, Power BI, Looker) and advanced Excel/Google Sheets.
• Prior Big 4 audit, transaction advisory, or corporate finance background.