Strategic Finance Associate

1 month ago


Metro Manila, Philippines Trusting Social AI Philippines Full time

Trusting Social (www.trustingsocial.com), a Peak XV-invested fintech AI company, is looking for a Strategic Finance Associate to work closely with our CFO and management team. 

The role will include: 

A. Capital Raising & Corporate Finance:

Updating and maintaining the company Financial Models for each of our business lines (credit scoring, eKYC, co-lending partnerships, and Gen AI based autonomous agents), Investor Presentations and VDRInvestor reporting for financial, operational, and financial inclusion metricsInteracting with current and potential investors to explain the business, answer diligence questions, and build relationships

B. FP&A Support:

Building and tracking company KPIs, including trend analysisWorking with senior management and country teams to set and track business targets, budgets and undertake scenario analysisBuilding and tracking financial and operational models for key partnershipsConducting industry research, including, but not limited to, market share, growth projections, and trends, competitorsAny other tasks or responsibilities related to these roles.

Requirements / Skills needed:

Keen interest in pursuing finance / strategy in a startup environment, or in the area of financial inclusion.Background in investment banking or transaction advisory or experience in strategy and finance in a startup (at least 2 years).Experience in detailed financial modeling (both Microsoft Excel and Google Sheets) and in conceptualizing & creating presentation slides that communicate clear messages.Comfortable in working in a multicultural team, and in interacting with specialists from different disciplines.Working knowledge of financial accounting concepts and a willingness to think & learn. CPA NOT required.

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