Senior Financial Strategy Consultant

Placements24; Mossel Bay; On-site; ZAR 900,000 - 1,500,000; Full time

Benefits offered by this job

Competitive salary

Private healthcare

Retirement fund contributions

Generous annual leave

Professional development allowances

Relocation assistance

Networking opportunities

Social and professional events

Job summary

Placements24 in Mossel Bay, Western Cape, is seeking a Senior Financial Strategy Consultant to advise on financial planning, investment strategies, risk management, and performance optimization. You will lead engagements, manage client relationships at senior levels, and deliver actionable insights that improve profitability and shareholder value.

The role requires a Master's in Finance/Economics/Accounting, CFA or CA (SA) preferred, 8+ years in corporate finance or management consulting, strong

Qualifications

• Master's degree in Finance, Economics, Accounting, or related quantitative field.
• CFA or CA (SA) qualification is highly preferred.
• 8+ years of experience in corporate finance, investment banking, financial advisory, or management consulting with a financial focus.
• Demonstrated expertise in financial modeling, valuation, M&A, and capital markets.
• Proven ability to lead complex financial projects and manage client expectations.
• Strong analytical, problem-solving, and quantitative skills.
• Excellent communication, presentation, and negotiation skills.

Responsibilities

• Develop and implement financial strategies, including M&A advisory, capital raising, and restructuring.
• Conduct in-depth financial analysis, valuation, and due diligence for clients.
• Advise clients on financial risk management, investment planning, and portfolio optimization.
• Build complex financial models to support strategic decision-making and forecasting.
• Lead project teams, ensuring the successful delivery of financial advisory engagements.
• Manage key client relationships, serving as a trusted financial advisor to executives.
• Develop proposals and contribute to business development efforts within the financial advisory practice.
• Ensure compliance with financial regulations and best practices.
• Mentor junior consultants and share financial expertise within the firm.
• Prepare and deliver compelling presentations on financial strategies and recommendations.

Skills

Financial modeling

Valuation

M&A

Capital markets

Leadership

Analytical skills

Communication

Negotiation

Education

Master's degree in Finance, Economics, Accounting

CFA or CA (SA) qualification

Job description

About the Role

Our client, a leading management consultancy, is seeking an accomplished Senior Financial Strategy Consultant to join their distinguished team in Mossel Bay, Western Cape. This role is crucial for advising clients on financial planning, investment strategies, risk management, and performance optimization. The ideal candidate will possess a deep understanding of corporate finance, capital markets, and financial modeling, with a proven ability to deliver actionable insights that enhance profitability and shareholder value. You will lead engagements, manage client relationships at senior levels, and contribute to the firm's expertise in financial advisory services. This is an excellent opportunity for a strategic financial professional to make a substantial impact within a challenging and rewarding consulting environment in the scenic Mossel Bay region.

Key Responsibilities

• Develop and implement financial strategies, including M&A advisory, capital raising, and restructuring.
• Conduct in-depth financial analysis, valuation, and due diligence for clients.
• Advise clients on financial risk management, investment planning, and portfolio optimization.
• Build complex financial models to support strategic decision-making and forecasting.
• Lead project teams, ensuring the successful delivery of financial advisory engagements.
• Manage key client relationships, serving as a trusted financial advisor to executives.
• Develop proposals and contribute to business development efforts within the financial advisory practice.
• Ensure compliance with financial regulations and best practices.
• Mentor junior consultants and share financial expertise within the firm.
• Prepare and deliver compelling presentations on financial strategies and recommendations.

Requirements

• A Master's degree in Finance, Economics, Accounting, or a related quantitative field.
• CFA or CA (SA) qualification is highly preferred.
• A minimum of 8 years of experience in corporate finance, investment banking, financial advisory, or management consulting with a financial focus.
• Demonstrated expertise in financial modeling, valuation, M&A, and capital markets.
• Proven ability to lead complex financial projects and manage client expectations.
• Strong analytical, problem-solving, and quantitative skills.
• Excellent communication, presentation, and negotiation skills.
• Experience working with businesses in the Mossel Bay, Western Cape area or similar regional economic centres is beneficial.
• Ability to travel as required.
• Proficiency in financial analysis software and tools.
• Strategic thinking and a client-centric approach.

Benefits

• Competitive salary with performance-based incentives and bonuses.
• Comprehensive private healthcare and retirement fund contributions.
• Generous annual leave and professional development allowances.
• Access to advanced financial training and certifications.
• Opportunity to work on high-profile financial advisory projects.
• A professional and collegial work environment.
• Direct impact on client financial performance and strategic direction.
• Networking opportunities within the financial services industry.
• Relocation assistance for qualified candidates.
• Company-sponsored social and professional events.