Investment Associate at UPDC Plc

Summary

• The Investment Associate will provide financial planning and analysis for the Company to determine the best use of resources to achieve business objectives and inform commercial decisions.
• The Manager will be expected to produce regular reports using financial data and work collaboratively across various business units to analyse business performance and strategy.

Roles and Responsibilities

• Analyse financial results, forecasts, variances, and trends.
• Develop financial models to support new developments, investments, business planning, and forecasting decisions, and create recommendations to be presented to management and executives.
• Drive the implementation of new funding projects, including coordinating the selection and activities of advisers and other stakeholders
• Prepare monthly financial performance reports for regular leadership reviews and Board meetings. This includes analysis of past results, variance analysis, identifying trends, and making recommendations for improvements.
• Consult with the management team to develop long-term commercial plans and develop initiatives and policies to improve financial growth.
• Work closely with the accounting team to ensure accurate financial reporting.
• Aid in the corporate and project capital budgeting and expenditure planning processes.
• Reconcile existing transactions through cross-referencing of incoming and outgoing data.
• Analyse existing product and service lines and conduct comparable market research to support internal financial analysis to improve overall profitability of the business.
• Maintain up-to-date technical knowledge of financial instruments, market conditions, and trends.
• Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and Excel dashboards;
• All other duties as may be required by the CEO or CFO to improve the financial performance of the business.

Qualifications

• Master’s Degree preferred, or BA, BSc, or B.Com degree required (in Accounting / Finance / Economics / Statistics)
• 3 - 5+ years of corporate finance or other relevant experience
• CFA certification will be an added advantage
• Proven work experience in a quantitatively heavy role
• Strong quantitative and analytical competency
• Self-starter with excellent interpersonal communication and problem-solving skills
• Advanced knowledge of Excel / High proficiency in financial modelling techniques.

Personality and Interpersonal Skills:

• Ability to streamline functions and passion to learn and grow
• Strong interpersonal skills, including written and oral communication skills
• Comfort dealing with ambiguity and the ability to work independently
• Experience working with, and presenting to, senior executives
• Excellent communication and presentation skills; be comfortable interacting with executive-level management
• Strong financial modelling experience.