1. Key Responsibilities

A. Financial Strategy and Planning

• Develop and implement the company's financial strategy in alignment with its investment objectives and business plans.
• Lead annual budgeting, financial forecasting, cash flow planning, and long-term financial projections.
• Provide financial analysis and recommendations to the Executive Directors and Chairman to support strategic decisions.
• Monitor financial performance against budgets, forecasts, and agreed business objectives.
• Evaluate the financial implications of new investments, business initiatives, and strategic opportunities.

B. Financial Reporting and Performance Management

• Oversee the preparation of accurate and timely monthly, quarterly, and annual financial reports.
• Present financial performance, key financial indicators, budget variances, and management insights to the Executive Directors and Chairman.
• Ensure the integrity and consistency of financial statements and management accounts.
• Establish appropriate financial reporting processes and dashboards to support senior management and Board-level decision-making.
• Coordinate the preparation of annual financial statements and external audit requirements.

C. Investment and Portfolio Financial Oversight

• Support the assessment of investment opportunities through financial modelling, valuation analysis, due diligence, and scenario planning.
• Monitor the financial performance of investments and portfolio companies, where applicable.
• Evaluate investment returns, capital allocation, liquidity requirements, and financial exposure.
• Provide financial analysis on investment proposals, divestments, and other capital deployment decisions.
• Monitor portfolio performance against approved investment assumptions and financial objectives.

D. Treasury, Cash Flow and Capital Management

• Oversee cash management, liquidity planning, banking relationships, and payment controls.
• Ensure sufficient liquidity to meet operational commitments and investment funding requirements.
• Monitor cash balances, capital commitments, financial obligations, and funding requirements.
• Develop appropriate controls over bank accounts, payments, financial authorizations, and expenditure.
• Optimize the company's working capital and use of available financial resources.

E. Governance, Risk and Regulatory Compliance

• Ensure compliance with applicable Saudi financial reporting, tax, zakat, VAT, and other statutory requirements, as relevant to the company.
• Maintain appropriate financial policies, procedures, internal controls, and delegated authority frameworks.
• Coordinate with external auditors, tax and zakat advisers, banks, and other professional advisers.
• Identify and manage financial, operational, liquidity, and investment-related risks.
• Support compliance with applicable Capital Market Authority (CMA) requirements where relevant to the company's licensing, activities, and regulatory status.
• Maintain appropriate documentation and audit trails for financial transactions and investment decisions.

F. Leadership and Stakeholder Management

• Lead, supervise, and develop a finance team of two direct reports, ensuring clear responsibilities and accountability.
• Establish efficient finance processes appropriate to a lean organization of approximately 20 employees.
• Work closely with the Executive Directors and Chairman on financial priorities, reporting, and strategic initiatives.
• Coordinate with internal stakeholders and external service providers to ensure efficient financial operations.
• Promote a culture of financial discipline, transparency, confidentiality, and accountability.

2. Qualifications and Experience

• Bachelor's degree in Finance, Accounting, Economics, or a related discipline.
• Professional qualification such as CPA, ACCA, CA, or CMA is strongly preferred.
• MBA or postgraduate qualification in Finance is an advantage.
• 10–15 years of relevant professional experience in finance, accounting, financial planning, or financial management.
• At least 5–6 years of professional experience in Saudi Arabia, with a strong understanding of the local business and regulatory environment.
• Proven experience in a senior finance leadership role, preferably as CFO, Finance Director, Financial Controller, or Head of Finance.
• Experience in an investment company, investment holding company, private equity firm, family office, asset management business, or a similar financial environment is highly desirable.
• Demonstrated experience in financial reporting, budgeting, cash flow management, financial controls, and statutory compliance.
• Experience working directly with senior executives, Board members, shareholders, or a Chairman.

3.Required Skills and Competencies

• Strategic and commercial acumen: Ability to translate financial information into practical business and investment recommendations.
• Strong financial expertise: Solid knowledge of financial statements, financial modelling, budgeting, forecasting, and investment analysis.
• Saudi regulatory knowledge: Familiarity with Saudi tax, zakat, VAT, financial reporting, and relevant regulatory requirements.
• Leadership capability: Ability to lead a small team while remaining closely involved in operational finance matters.
• Communication and stakeholder management: Confidence in presenting financial matters clearly to Executive Directors and the Chairman.
• Risk management and governance: Strong understanding of internal controls, financial risk, and corporate governance.
• Integrity and discretion: Ability to handle sensitive financial, investment, and shareholder information with the highest level of confidentiality.
• Problem-solving and decision-making: Ability to work independently, exercise sound judgment, and operate effectively in a lean organization.
• Systems and process improvement: Proficiency in financial systems, ERP platforms, and advanced Excel; experience with business intelligence tools is an advantage.