Manager / Senior Manager Strategic Finance Advisory

Our client is a boutique advisory firm that works closely with Private Equity and Venture Capital funds, promoter-led businesses, and family offices on strategic finance and business advisory engagements.

They are looking to hire a high-calibre finance professional to work directly with the firm's Partners on a range of client mandates spanning business planning, financial analysis, capital structuring, transaction support, and strategic advisory.

This is an excellent opportunity for someone who enjoys solving complex business problems, working closely with senior leadership teams, and managing multiple high-impact engagements across industries.

Role Responsibilities

1. Client Project Execution

• Support partners in delivering client engagements across business planning, financial analysis, capital structuring, and strategic finance advisory.

• Build financial models, conduct business analysis, and prepare clear, insight-led presentations and reports.

• Manage workstreams independently, coordinating with internal teams and client stakeholders to ensure timely and high-quality delivery.

• Participate in client discussions, gather inputs, synthesize findings, and help translate analysis into practical recommendations.

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2. Business Planning & Analysis

• Develop business plans, budgets, forecasts, and operating models to support strategic decisions.

• Analyze business performance, identify key drivers, and highlight risks and opportunities through structured financial and operating analysis.

• Support creation of MIS, dashboards, and management reporting packs that improve visibility and decision-making.

• Work with management teams to translate analysis into actionable plans and track execution against agreed priorities.

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3. Capital Structuring & Transaction Support

• Support capital raising and capital structuring assignments through financial modelling, scenario analysis, and preparation of investor and lender materials.

• Assist on transaction-related work including valuation analysis, diligence support, and review of key business and financial assumptions.

• Help prepare discussion materials for investors, lenders, promoters, and family office stakeholders.

• Work closely with partners to ensure outputs are commercially sound, analytically rigorous, and tailored to client needs.

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4. Business Advisory & Strategic Support

• Support advisory assignments for PE/VC funds, promoter-led businesses, and family offices across growth planning, performance improvement, and strategic decision-making.

• Conduct market, business, and financial analysis to support client recommendations and investment or operating decisions.

• Contribute to development of structured recommendations, presentation materials, and client-ready deliverables across engagements.

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5. Stakeholder Management & Delivery Discipline

• Coordinate effectively across partners, internal team members, and client stakeholders to keep projects moving smoothly.

• Maintain high standards of quality, attention to detail, and responsiveness across all deliverables.

• Manage multiple priorities with strong ownership, professionalism, and follow-through.

Experience & Qualifications

• Chartered Accountant with 5-10 years of experience in business finance, FP&A, transaction advisory, corporate finance, or strategic finance roles.

• Strong financial modelling and analytical skills, with the ability to work comfortably across planning, forecasting, valuation, and performance analysis.

• Ability to structure problems clearly, work independently, and manage multiple workstreams in a fast-paced advisory environment.

• Strong written and verbal communication skills, with the confidence to work directly with senior stakeholders.

• Experience working with investors, promoter-led businesses, or family offices will be an advantage.