STRATEGIC RESPONSIBILITIES

Institutional Financial Governance

• Lead the end-to-end financial transformation required for licensing
• Establish multi-entity IFRS reporting
• Drive consolidation across all entities with full audit readiness

Capital Management & Financial Strategy

• Develop and execute the Group financial strategy (2026–2029)
• Strengthen treasury, liquidity, FX, and tax planning across jurisdictions
• Implement 12-month rolling treasury forecasting
• Maintain 6-month OPEX reserves by 2028
• Manage capital efficiency during rapid AUM growth

Fund Management Finance

• Oversee all Fund-level financial operations, including:
  • Management fee recognition
  • NAV calculations and FM accounting
  • Cost allocations across FM/Advisory/Corporate
  • Investor reporting and FM compliance
• Build FM-ready finance workflows for:
  • RBF windows
  • Guarantee facilities
  • Trade finance
  • Concessional debt funds

Financial Planning & Analytics

• Produce Board-ready financial dashboards, KPIs and analytics
• Oversee budgeting, variance analysis and performance metrics
• Drive cost discipline and margin improvement across divisions

Transaction Readiness & Sale Preparation

• Prepare the organization for a majority sale by 2030
• Lead valuation roadmaps, financial projections and buyer due diligence
• Implement governance systems that maximize enterprise value
• Ensure transparent, audit-ready, investor-grade financial reporting

OPERATIONAL RESPONSIBILITIES

Accounting & Controls

• Oversee monthly closing within 5–7 working days
• Ensure IFRS-compliant accounting across jurisdictions
• Strengthen procurement, authorization, and financial controls
• Manage internal and external audits

Tax

• Oversee efficient tax planning and cross-border controls
• Supervise tax filings in Ireland, the US and Kenya

Compliance & Risk Alignment

• Implement AML/CFT processes required under FM regulations
• Coordinate with Compliance Officer and legal team
• Support Risk Committee & Investment Committee (IC) processes
• Maintain accurate fund and corporate books under regulator oversight

Systems & Digital Infrastructure

• Oversee the adoption and optimization of:
  • Zoho Books & Finance
  • Zoho Analytics (KPIs, dashboards)
  • Zoho Projects & CRM (cost allocations)
  • AI-supported FP&A tools
• Build digital workflows linking finance → MEL

Corporate and Project Finance

• Support capital raising efforts at corporate and fund entity levels

Insurance

• Responsible for maintaining cost-effective general and professional liability coverages

Bonus and Employee Shareholding Plans

• Supervise the administration of the company bonus and employee shareholding plans

Team Leadership & Capacity Building

• Build and coach a multi-jurisdictional finance team
• Define roles across:
  • Fund accounting
  • Corporate accounting
  • FP&A
  • Treasury
  • Compliance / Reporting
• Create succession plans and competency frameworks for finance staff

KEY PERFORMANCE INDICATORS (KPIs)

Licensing & Governance

• License obtained (2026)

Financial Performance

• Net margin ≥ 20–25%
• Gross margin ≥ 80%
• Variance between budget vs actual within ±10%
• 6-month OPEX reserve achieved

Operational Excellence

• Monthly close in ≤ 7 days
• IFRS audit delivered with no material findings
• Fully operational multi-entity consolidation
• Fund accounting workflows automated and regulator-ready

Strategic Outcomes

• AUM growth supported to USD 500M+
• Enterprise valuation uplift ahead of 2030 sale
• Due diligence cycles shortened
• Investor confidence strengthened through financial transparency

IDEAL CANDIDATE PROFILE

Technical Skills

10–15+ years in finance leadership within:

• Fund management
• Private equity / Impact investing
• Infrastructure finance
• Banking / DFI