Position Details

Salary $175K – $275K USD / year

Type Not Specified

Experience executive

Exp. Years Not specified

Education Not specified

Category Finance & Accounting

About this role

This role involves leading the financial strategy and operations of a multi-subsidiary holding company, overseeing capital markets activities, fundraising, and preparing the organization for IPO or acquisition.

Key Responsibilities

Oversee consolidated finance
Lead capital planning
Manage fundraising
Drive IPO readiness
Optimize treasury and liquidity

Technical Overview

Utilizes financial modeling, diligence platforms, and investor relations tools to manage financial planning, reporting, and strategic initiatives.

Ideal Candidate

The ideal candidate is an experienced finance executive with a strong background in capital markets, fundraising, IPO readiness, and financial reporting. They possess strategic leadership skills and operational expertise in managing multi-subsidiary holding companies.

Must-Have Skills

Experience with capital marketsFundraising experienceIPO or M&A experienceFinancial reportingTreasury and liquidity management

Nice-to-Have Skills

Experience in multi-subsidiary holding companiesExperience with public marketsExperience with strategic capital planning

Tools & Platforms

Financial modeling toolsDiligence platformsInvestor relations software

Required Skills

Financial planningCapital strategyFundraisingIPO readinessFinancial reportingGAAPTreasury managementLiquidity managementM&A

Hard Skills

Financial planningCapital strategyFundraisingIPO readinessFinancial reportingGAAPInternal controlsTreasury managementLiquidity managementCash forecastingM&ADiligenceScenario planningCap table management

Soft Skills

LeadershipStrategic thinkingOperational rigorCommunicationStakeholder management

Industry & Role

Industry Financial Services

Job Function Leading financial strategy and operations for a multi-subsidiary holding company

Keywords for Your Resume

CFOChief Financial OfficerFinancial planningCapital strategyFundraisingIPO readinessFinancial reportingGAAPInternal controlsTreasury managementLiquidity managementCash forecastingM&ADiligenceScenario planningCap table management

Deal Breakers

Lack of experience with capital markets, No fundraising or IPO experience, Inability to manage multi-entity financials, No strategic financial leadership background

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