Vice President - Corporate Finance & Investor Relations

Role Overview

Our client is preparing for an IPO in the next 12-15 months, we are looking for a highly skilled and strategic leader to take on the role of Head of Corporate Finance & Investor Relations. This individual will be responsible for leading the FP&A function, driving financial strategy, capital allocation, investor communications, and M&A initiatives. Additionally, the candidate will play a critical role in the IPO process, working closely with investment banks, legal advisors, and regulators.

Key Responsibilities

Financial Planning & Analysis (FP&A)

- Lead and oversee the FP&A function, ensuring accurate financial forecasting, budgeting, and performance analysis.

- Develop robust financial models to support business planning, capital allocation, and strategic decision-making.

- Provide financial insights and recommendations to the CFO and leadership team to drive business growth and profitability.

- Monitor key financial metrics and business KPIs, proactively identifying risks and opportunities.

Corporate Finance & M&A

- Oversee all aspects of corporate finance, including capital structure planning, financial forecasting, and cash flow management.

- Evaluate and execute Mergers & Acquisitions (M&A) transactions, including due diligence, valuation, deal structuring, and negotiations with bankers, lawyers, and other stakeholders.

- Assess funding needs and evaluate financing options to support business growth and expansion.

IPO Preparation & Capital Markets

- Lead and manage the financial and investor relations aspects of the IPO process, working closely with external advisors, investment banks, and regulatory bodies.

- Drive IPO readiness, ensuring compliance with regulatory requirements, financial reporting enhancements, and investor roadshow preparations.

- Develop market positioning strategies to enhance investor confidence and maximize IPO success.

- Prepare financial narratives, investor decks, and public offering documents in collaboration with external advisors.

Investor Relations & Stakeholder Management

- Develop and execute an investor relations strategy to effectively communicate the company's financial performance and strategic vision to investors, analysts, and key stakeholders.

- Act as a key liaison between the company and existing/potential investors, ensuring transparency and credibility in financial disclosures.

- Build and maintain strong relationships with investment banks, private equity firms, legal advisors, and other financial stakeholders.

Leadership & Communication

- Provide strategic insights to senior leadership on market trends, capital markets strategy, and investor sentiment.

- Lead and mentor a team to strengthen financial planning, reporting, and investor relations capabilities.

- Represent the company at investor conferences, earnings calls, and key financial discussions.

- Ensure compliance with financial regulations, corporate governance norms, and industry best practices.

Key Qualifications & Skills

FP&A Leadership - Strong experience in leading financial planning, budgeting, and forecasting for a high-growth company.

IPO & Capital Markets Experience - Prior experience in leading or participating in an IPO process will be a significant advantage.

Financial Modeling & Analysis - Strong ability to build and interpret complex financial models.

M&A Expertise - Proven track record in executing M&A transactions and managing cross-functional deal teams.

Investor Relations Leadership - Experience in investor relations for either a private or public company.

Analytical & Strategic Thinking - Ability to analyze complex financial data and provide strategic recommendations.

Communication & Interpersonal Skills - Excellent ability to engage with investors, bankers, and internal stakeholders.

Leadership & Stakeholder Management - Strong ability to influence decision-making and work closely with C-suite executives.

Preferred Background

- Industry Experience: Experience in relevant industry - e.g., fintech, insurance, technology, consumer businesses

- Education: CA or MBA (Finance) from a reputed institution.

- Experience: At least 10 years of relevant experience in FP&A, corporate finance, M&A, investor relations, and IPO readiness.