Accountant, Investment Deal Sourcing
OnlyExperts
full-time
Posted on:
Location Type: Remote
Location: Philippines
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About the role
- Prepare and analyze financial statements, reports, and forecasts.
- Conduct detailed financial analysis to support investment decisions.
- Monitor financial performance of investment portfolios and prepare periodic reports.
- Identify and evaluate potential investment opportunities through market research and networking.
- Conduct due diligence on investment opportunities, including financial modeling, risk assessment, and return on investment analysis.
- Develop and maintain relationships with investment banks, venture capitalists, private equity firms, and other sources of deal flow.
- Assist in the preparation of annual budgets and long-term financial forecasts.
- Monitor budget performance and recommend corrective actions as needed.
- Provide financial insights to support strategic planning and decision-making.
- Ensure compliance with financial regulations and accounting standards.
- Implement and maintain internal controls to safeguard company assets.
- Identify and mitigate financial risks associated with investment activities.
- Collaborate with cross-functional teams, including finance, legal, and operations, to support investment activities.
- Communicate financial insights and investment opportunities to senior management and stakeholders.
- Prepare and present investment proposals and recommendations to the executive team.
Requirements
- Bachelor's degree in Accounting, Finance, or a related field. CPA or CFA designation preferred.
- Minimum of 3-5 years of experience in accounting, with a focus on investment deal sourcing.
- Strong financial analysis and modeling skills.
- Knowledge of investment strategies, financial markets, and valuation techniques.
- Proficient in accounting software and financial analysis tools (e.g., Excel, Bloomberg, etc.).
- Excellent analytical, problem-solving, and decision-making abilities.
- Strong interpersonal and communication skills.
- Ability to work independently and as part of a team in a fast-paced environment.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial analysisfinancial modelingrisk assessmentreturn on investment analysisbudget preparationfinancial forecastinginvestment strategiesvaluation techniques
Soft Skills
analytical skillsproblem-solvingdecision-makinginterpersonal skillscommunication skillsteamworkindependence
Certifications
Bachelor's degree in AccountingBachelor's degree in FinanceCPACFA