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We are seeking a detail-oriented and analytical Strategic Finance & Treasury Specialist to drive financial forecasting, budgeting, and investment strategies. The ideal candidate will optimize cash flow, analyze financial performance, and support strategic decision-making. This role requires a strong understanding of financial modeling, risk management, and capital allocation to ensure long-term profitability and stability.
Job Responsibility:
Monitor and manage company cash flow to ensure liquidity for operations and investments
Move cash between different accounts to optimize financial efficiency and maximize returns
Ensure proper allocation of funds to meet business needs and strategic initiatives
Develop financial models for short- and long-term planning
Forecast revenue, expenses, and cash flow to guide business strategy
Conduct scenario planning and risk analysis
Assess market trends, investment opportunities, and expansion initiatives
Optimize working capital for sustainable growth
Guide tax-efficient investment strategies and deductions
Recommend suitable insurance policies for life, health, disability, and long-term care
Assist in minimizing tax liabilities while maximizing returns
Requirements:
Bachelor’s degree in Finance, Economics
OR 3-7 years of experience in financial planning or corporate finance
CFA, FPAC and FMVA preferred
Fluent English with solid understanding of finance terminology
Proven experience in remote work
or, if new to remote, must demonstrate high tech-savviness and a fast, adaptable learning style
Strong in investment analysis and strategic finance
Expertise in cash flow management and financial forecasting
Advanced Excel and financial modeling proficiency
Knowledge of banking operations and investment strategies
Experience with financial software (e.g., QuickBooks or similar)
What we offer:
8 Paid Holidays
Paid Time Off (PTO): 16–39 days per year, based on tenure
Seasonal Bonus: awarded during profitable periods or successful investments