Strategic Finance & M&A Manager

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

1. Bachelor’s degree in Accounting, Finance, Business Analytics, Economics, or a related field.
2. 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.
3. Proven ability to build dashboards, financial models, and multi-dimensional business analyses.
4. 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.
5. Proven M&A transaction experience, including deal sourcing, financial modelling, valuation, due diligence, transaction execution, and post-deal performance analysis.
6. Highly analytical, detail-oriented, and capable of managing multiple priorities independently in a fast-paced, high-growth environment.