Strategic Finance & M&A Manager
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About the role
Position Summary We are seeking a highly analytical and commercially minded Financial Advisory Manager to join the CFO Office. This role combines Strategic Finance, Business Intelligence, FP&A, and M&A Advisory, providing data-driven insights and financial guidance to support executive decision-making and business growth. The successful candidate will lead management reporting, business analytics, financial planning, and M&A initiatives while working closely with senior management across multiple business units. The role requires a strong understanding of financial modelling, SaaS metrics, business performance analysis, and transaction execution. Prior experience with a HKEX-listed company and/or M&A transactions is required. Experience in SaaS, FinTech, RegTech, or technology-driven businesses is highly preferred. Exposure to US GAAP, IPO readiness, or listed company reporting will be considered a strong advantage. Job Description Strategic Finance & Business Intelligence Lead the development and maintenance of management dashboards, business intelligence reports, and KPI monitoring frameworks. Analyze business performance across customers, products, regions, industries, and sales channels to identify growth opportunities and operational improvements. Develop recurring management reporting packages for senior management and shareholders. Monitor and analyze key business metrics, including revenue growth, customer acquisition, retention, profitability, and operational efficiency. Provide actionable insights and recommendations to support strategic decision-making. Financial Planning & Analysis (FP&A) Lead annual budgeting, forecasting, and long-term financial planning processes. Prepare monthly management accounts, variance analyses, and Plan-versus-Actual reporting. Conduct revenue, cash flow, working capital, and profitability analyses. Monitor and analyze SaaS and recurring revenue metrics, including ARR, MRR, churn, customer lifetime value (LTV), and deferred revenue. Support pricing strategies, contract structuring, and commercial decision-making through financial modelling and scenario analysis. M&A Advisory & Corporate Development Identify, evaluate, and assess potential acquisition, investment, and strategic partnership opportunities. Build financial models, valuation analyses, investment memoranda, and transaction materials for management review. Support transaction execution, including due diligence, financial analysis, negotiation support, and coordination with external advisors. Prepare business cases and strategic assessments for investment and acquisition opportunities. Assist with post-merger integration planning and performance monitoring. Maintain and manage the M&A pipeline and provide regular updates to senior management. Management Reporting & Business Partnering Partner with Sales, Operations, Product, Compliance, and Finance teams to drive performance improvement initiatives. Provide financial and commercial analysis to support key business decisions, new product launches, and market expansion strategies. Review business performance, customer profitability, and resource allocation to improve operational effectiveness. Ensure management reports, forecasts, and financial analyses are accurate, timely, and decision-useful. Present financial insights and strategic recommendations to senior management and key stakeholders. Requirement Bachelor's degree in Accounting, Finance, Business Analytics, Economics, or a related field. Minimum 5 years of experience in finance, FP&A, corporate finance, transaction advisory, or business analytics, preferably within SaaS, RegTech, FinTech, or other technology-driven businesses. Proven ability to build dashboards, financial models, and multi-dimensional business analyses. Strong understanding of HKFRS, SFRS, and IFRS, with hands-on experience in financial reporting, budgeting, forecasting, and management reporting. Experience with Singapore statutory reporting is an advantage. Proven M&A transaction experience, including deal sourcing, financial modelling, valuation, due diligence, transaction execution, and post-deal performance analysis. Highly analytical, detail-oriented, and capable of managing multiple priorities independently in a fast-paced, high-growth environment.
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Company Intel
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