Senior Financial Strategist

5 days ago


Manama, Manama, Bahrain AVANA Capital Full time

We are seeking a Senior Financial Strategist to join our leadership team at AVANA Capital. This role is critical in driving our mission to deliver exceptional value to clients, investors, and stakeholders.

The ideal candidate will be a strategic thinker with proven expertise in debt fund management, banking relations, and financial operations. Key responsibilities include developing and executing the company's financial strategy, overseeing debt fund management, structuring, and performance optimization.

Establishing and nurturing robust relationships with banks, credit unions, and institutional lenders to obtain competitive financing is also essential. The successful candidate will lead financial planning, forecasting, and budgeting processes, ensuring compliance with SEC regulations and learning the Saudi Central Bank's banking standards and financial reporting requirements.

Additionally, this individual will work closely with the CEO to develop and implement strategies for raising capital from various sources, including banks, lines of credit, and institutional investors in the Middle East and the USA. Establishing and maintaining appropriate fund structures that align with regulatory requirements and investor expectations is crucial.

This role requires a strong understanding of regulatory compliance related to financial services, fund management, and corporate governance in different jurisdictions. Experience managing investor relations and leading due diligence processes with private equity firms, venture capitalists, and institutional investors is highly valued.

The ideal candidate will possess exceptional communication, leadership, and strategic planning skills, with fluency in English language. A proven track record of managing banking relationships and negotiating credit facilities, as well as experience with debt financing, equity fundraising, and working with institutional investors, is required.

Furthermore, this individual should have hands-on experience setting up fund structures, including SPVs, trusts, and other investment vehicles. Strong analytical and problem-solving skills, combined with the ability to prioritize tasks and manage multiple projects simultaneously, are essential.

A minimum of 15 years of progressive experience in financial leadership roles, preferably in the Big 4 accounting firms in audit, tax, or advisory, is preferred. The candidate should hold an MBA, CA, or CPA degree, with graduate-level education in finance and accounting.



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