Develop and maintain strong relationships with existing and prospective clients, understanding their strategic objectives and identifying potential transaction opportunities.
Design finance solutions and automate processes. Map finance processes, business rules, and system requirements into clear process designs, data models, and functional specs. Drive automation across bookkeeping, reconciliation, settlement, reporting, budgeting, and management analysis, and coordinate integration across ERP, finance platforms, data platforms, and business systems.
Handle trade finance transactions and facilities, including Letters of Credit (LC), Bank Guarantees (BG), Trust Receipts (TR), import financing, and other trade-related banking instruments.
Design, build and maintain finance dashboards (Power BI) that explain key financial trends to leadership — revenue, gross margin, opex, working capital and cash.
A strong drive and sense of ownership, with the motivation to take responsibility, follow through on commitments and continually strive for excellence.
Assist the team in pitching for transactions with preparation of pitch books, presentation materials, term sheets, mandate letters, non-disclosure agreements etc
Conduct financial analysis and evaluations for corporate finance transactions and other strategic corporate initiatives, including joint ventures, and partnerships.
Supporting Finance Manager in analyzing and collating company’s level information and schedules for quarterly group consolidation as well as year-end Annual Report
2+ years as an Investment Banking Analyst at a top firm (e.g. Goldman Sachs, Morgan Stanley, JPM, Evercore, Centerview, Lazard, PJT, Moelis, Guggenheim)