Financial Strategy and Investment Specialist

Role and Responsibilities:

As a Financial Strategy and Investment Specialist at Mentor, an integrated Health Fintech Ecosystem, you will be at the forefront of shaping our financial future. Your role encompasses a wide range of responsibilities that span strategic financial planning, analysis, and investor relations. Here’s what you’ll be responsible for:

• Collaborate with the Chief Financial Officer (CFO) to develop and execute financial strategies aligned with our organizational goals.
• Provide support to the Head of Finance in day-to-day financial activities, including reporting, budgeting, and forecasting.
• Ensure accurate and timely financial reporting, adhering to accounting standards and regulations.
• Optimize cash management strategies, manage liquidity, and oversee investments as the Treasury Manager.
• Conduct thorough financial analysis, preparing models, forecasts, and variance analysis to drive informed decision-making.
• Cultivate and maintain relationships with potential investors, presenting investment opportunities and addressing inquiries.
• Play a pivotal role in organizing investor meetings, presentations, and follow-ups in coordination with other departments.
• Lead the accounts payable process, managing invoice payments and nurturing vendor relationships.
• Spearhead the accounts receivable process, from invoicing to collections, collaborating with sales and customer service teams for seamless billing resolution.
• Your role as a Financial Strategy and Investment Specialist places you at the heart of our Finance team’s efforts, contributing to our financial success and driving our growth trajectory. By leveraging your analytical skills, strategic thinking, and financial acumen, you will be instrumental in shaping the financial landscape of our integrated Health Fintech Ecosystem. Join us in propelling our organization forward with innovative financial strategies and investment initiatives.

Required Skills and Experience:

To excel in the role of Financial Strategy and Investment Specialist at our integrated Health Fintech Ecosystem, you should possess a unique blend of financial expertise, strategic thinking, and relationship management. Here are the skills and experience we’re seeking:

Skills:

1. Financial Analysis: Demonstrated ability to conduct comprehensive financial analysis, interpret data, and provide actionable insights for informed decision-making.
2. Strategic Planning: Proficiency in developing and executing strategic financial plans that align with organizational goals and drive growth.
3. Investor Relations: Strong interpersonal skills to cultivate and maintain relationships with investors, presenting investment opportunities effectively.
4. Financial Reporting: Solid understanding of financial reporting standards and regulations, ensuring accurate and timely reporting.
5. Cash Management: Expertise in optimizing cash flow, managing liquidity, and making informed investment decisions.
6. Analytical Thinking: Capacity to analyze complex financial data, identify trends, and recommend strategies to enhance financial performance.
7. Collaboration: Ability to collaborate across departments, effectively communicating financial insights and aligning strategies with cross-functional teams.
8. Leadership: Strong leadership skills to manage financial functions, lead projects, and guide financial teams toward success.
9. Attention to Detail: Meticulous approach to financial analysis, reporting, and documentation, with an emphasis on accuracy.

Experience:

1. Bachelor’s degree in Finance, Accounting, Economics, or a related field. A master’s degree is a plus.
2. Proven experience (5+ years) in financial analysis, strategic planning, and investment relations, ideally within a healthcare or tech-related industry.
3. Track record of successfully managing financial projects, contributing to financial growth, and implementing innovative financial strategies.
4. Experience in presenting to and interacting with investors, demonstrating a deep understanding of investor expectations.
5. Proficiency in financial modeling, forecasting, and variance analysis.
6. Previous exposure to treasury management, cash flow optimization, and investment decision-making.
7. Familiarity with accounting principles, financial regulations, and compliance standards.
8. Strong communication and presentation skills, both written and verbal.