Strategy & Finance Lead (Transformation) | PE Platform


Hong Kong
Permanent
Negotiable
Finance and Accounting
PR/598251_1785512806
Strategy & Finance Lead (Transformation) | PE Platform

We are partnering with a leading, PE platform to appoint a Strategy & Finance Lead. This is a high-impact role at the intersection of corporate strategy, financial management, and business transformation, working closely with senior leadership to drive value creation and scalable growth.

Key Responsibilities

Strategy & Transformation

  • Translate enterprise strategy into clear priorities, KPIs, milestones, and executable plans
  • Partner with leadership to drive transformation initiatives, including operating model enhancement, cost optimization, and growth strategy
  • Distill complex business issues into actionable insights, trade-offs, and recommendations for senior decision-making
  • Drive cross-functional alignment and ensure disciplined execution through tracking, governance, and interventions

Financial Management & Value Creation

  • Lead enterprise planning, budgeting, and forecasting across business units
  • Provide forward-looking financial insights, scenario analysis, and risk assessment to support disciplined growth
  • Oversee capital allocation, investment prioritization, and cost management with strong financial rigor
  • Support PE-style value creation initiatives, including performance improvement and ROI tracking

Transaction, Capital & Analytical Support

  • Support capital strategy, including financing, restructuring, and fundraising initiatives where relevant
  • Build and review financial models, including sensitivities and scenario analysis
  • Assess company financial position, cash flow outlook, and capital structure
  • Contribute to strategic projects such as M&A, partnerships, and market entry initiatives

Requirements

  • Bachelor's degree in Finance, Accounting, Business or related field;
  • Prior Private Equity / Investment background is essential, with exposure to portfolio value creation
  • Proven management experience and track record leading transformation or strategic initiatives
  • Strong financial modelling, planning, and analytical capabilities
  • Solid understanding of capital structures, financing, and credit analysis
  • Ability to operate in a fast-paced, high-pressure, and evolving environment
  • Excellent stakeholder management, problem-solving, and communication skills
  • Fluency in English and Chinese preferred

FAQs

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