We are seeking a high-caliber, execution-focused Financial Analyst to join the CFO Office of a Middle Eastbased 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 Officeled 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 68 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.
