Finance Manager

XAD Technologies; Sharjah; On-site; AED 350,000 - 550,000; Full time

Job summary

XAD Technologies in the United Arab Emirates seeks a Finance Manager – Investments to lead investment analysis, valuations, and capital allocation supporting strategic growth and IPO readiness. You will advise senior management on portfolio optimization, M&A opportunities, and fundraising activities.

The role requires strong financial modeling, IFRS/IAS knowledge, and experience across private equity, capital markets, and strategic transactions within a dynamic group environment.

Qualifications

• Bachelor's degree in Finance, Economics, or related discipline.
• CFA/ACCA/CPA/CA/MBA preferred for senior roles.
• 8–12 years of experience in Investments, Corporate Finance, or related fields.
• Proven experience in valuation, modeling, capital markets, and strategic transactions.
• Exposure to IPOs, fundraising, M&A, and investor relations is advantageous.

Responsibilities

• Identify, evaluate, and manage strategic investment opportunities across sectors and asset classes.
• Conduct due diligence, financial modeling, and valuation for potential investments.
• Monitor investment portfolio performance and optimize returns and risk.
• Support IPO planning, readiness, and regulatory documentation.
• Assess mergers, acquisitions, joint ventures, and other strategic transactions.

Skills

Investment Analysis

Financial Modeling

Valuation

M&A

Capital Markets

IR & Investor Relations

Excel

Power BI

ERP Systems

Financial Reporting Tools

Education

Bachelor's degree in Finance or related field

CFA / CPA preferred

Tools

ERP Systems

Financial Reporting Tools

Job description

Position Summary

The Finance Manager – Investments is responsible for identifying, evaluating, and managing the Group's investment opportunities while supporting strategic growth initiatives and long-term value creation. The role will lead investment analysis, business valuations, financial modeling, capital allocation decisions, and support strategic transactions including mergers and acquisitions, joint ventures, fundraising activities, and IPO readiness.

The successful candidate will serve as a key advisor to senior management by providing financial and strategic insights that support investment decisions, portfolio optimization, and corporate growth objectives.

Key Responsibilities

Investment Management

• Identify, evaluate, and assess strategic investment opportunities across various sectors and asset classes.
• Conduct feasibility studies, investment appraisals, and financial due diligence for potential investments.
• Monitor and manage the Group's investment portfolio to maximize returns and minimize risks.
• Analyze investment performance and recommend optimization strategies.
• Develop investment business cases and present recommendations to senior management.

Capital Markets & IPO Readiness

• Support IPO planning, readiness assessments, and listing preparation activities.
• Coordinate with legal advisors, financial consultants, auditors, regulators, and stock exchanges throughout IPO processes.
• Assist in preparing prospectuses, due diligence documentation, investor presentations, and regulatory submissions.
• Support investor relations initiatives and capital market communications.

Corporate Finance & Strategic Transactions

• Perform business valuations using recognized valuation methodologies.
• Develop advanced financial models to evaluate investment opportunities and strategic initiatives.
• Assess mergers, acquisitions, joint ventures, divestitures, and expansion opportunities.
• Support capital allocation decisions and long-term corporate strategy.
• Conduct financial and commercial due diligence on strategic transactions.

Banking & Financing Coordination

• Liaise with banks, financial institutions, and investors regarding investment financing and capital-raising initiatives.
• Evaluate financing proposals and funding structures for strategic projects.
• Support debt restructuring, refinancing, and capital optimization initiatives when required.
• Monitor financing arrangements and covenant compliance.

Compliance & Reporting

• Ensure compliance with internal investment policies, governance frameworks, and regulatory requirements.
• Prepare investment reports, portfolio reviews, and management presentations.
• Present investment performance analysis and strategic recommendations to executive management.
• Support internal and external audit requirements related to investment activities.

Key Performance Indicators (KPIs)

• Return on Investment (ROI)
• Portfolio Performance
• Investment Yield
• Quality and Accuracy of Financial Models
• Timeliness of Investment Evaluations
• Strategic Transaction Execution
• Investment Risk Management
• Capital Allocation Effectiveness

Qualifications & Experience

• Bachelor's Degree in Finance, Accounting, Economics, or a related discipline.
• Professional qualifications such as CFA, ACCA, CPA, CA, CMA, or MBA are highly preferred.
• Minimum 8–12 years of relevant experience in Investments, Corporate Finance, Investment Banking, Private Equity, Financial Advisory, or Strategic Finance.
• Proven experience in business valuation, financial modeling, capital markets, and strategic transactions is highly desirable.
• Exposure to IPO processes, fundraising activities, mergers & acquisitions, and investor relations will be considered a strong advantage.

Technical Skills

• Investment Analysis and Portfolio Management
• Financial Modeling and Business Valuation
• IPO Processes and Capital Market Regulations
• Mergers & Acquisitions (M&A)
• Due Diligence and Strategic Transaction Analysis
• Capital Raising and Financing Structures
• Corporate Finance and Capital Allocation
• Advanced Microsoft Excel and Financial Modeling
• Power BI and Data Analytics
• ERP Systems and Financial Reporting Tools

Knowledge of IAS/IFRS

• IFRS 9 – Financial Instruments
• IFRS 13 – Fair Value Measurement
• IFRS 12 – Disclosure of Interests in Other Entities
• IAS 28 – Investments in Associates and Joint Ventures
• IFRS 3 – Business Combinations
• IAS 32 – Financial Instruments: Presentation

Core Competencies

• Strategic Thinking
• Commercial Acumen
• Investment Analysis
• Financial Modeling & Valuation
• Analytical and Critical Thinking
• Negotiation and Influencing Skills
• Stakeholder Management
• Leadership and Team Collaboration
• Communication and Presentation Skills
• Professional Ethics and Integrity
• Decision-Making and Problem-Solving