Sales Executive responsible for developing new business opportunities and managing existing relationships in financial services. Requires outside sales experience and effective communication skills.
About the role
- Strategic Finance Manager driving financial strategy and operational excellence for CreditorWatch's fintech platform. Leading long-range planning and corporate development initiatives with executive oversight.
Responsibilities
- Lead long-range strategic planning processes, developing multi-year financial models that inform executive decision-making and board presentations.
- Spearhead corporate development initiatives including M&A opportunity evaluation, partnership assessments, and capital raising activities
- Present strategic financial analysis and recommendations directly to C-suite executives and board members, translating complex data into actionable insights that drive business decisions.
- Drive optimisation of unit economics across CreditorWatch's product lines, identifying opportunities to improve customer acquisition costs, lifetime value, and contribution margins.
- Own budgeting and forecasting processes, directly managing FP&A workstreams including revenue forecasting, expense planning, cash flow projections, and capital allocation scenarios with institutional-grade rigour.
- Build and maintain strategic relationships with C-suite executives and board members, serving as a trusted advisor on financial matters and business strategy.
- Partner with business unit leaders to develop financial frameworks that support strategic initiatives such as new product launches, market expansion, and pricing strategy optimisation
- Support fundraising and investor relations activities by developing compelling financial narratives and responding to due diligence requests from institutional investors and strategic partners.
Requirements
- 6+ years’ experience in investment banking, corporate development, strategy, or financial analysis
- Strong financial modelling skills (Excel, 3-statement models, DCF)
- Commercially minded, with ability to translate insights into strategic outcomes
- Highly analytical, with experience interpreting complex data and identifying trends
- Excellent communication and stakeholder management skills, with senior-level influence
- Strong attention to detail and ability to manage multiple priorities
- Postgraduate qualification (e.g. MBA, CFA, CPA, CA)
- Understanding of SaaS business models and value drivers
- Experience in high-growth tech, SaaS, fintech, or financial services
- Exposure to AI-driven opportunities and applications
Benefits
- Keep Active – All employees get a Fitness First Platinum gym membership.
- Daily Fuel – Barista-made coffee, breakfast, snacks, lunches and drinks on us – we got you!
- Phone Credits - We pay you $50 per month to put towards your plans - how good.
- Wellness Days – Receive an additional day off each month. Whether you’re pursuing physical activities, cultivating your mental wellbeing or supporting your community… this is your time to switch off from work.
- Monthly Massages – We offer monthly in-house massages to soothe those sore spots and tight knots. Poor posture? Stressful week? We get it.
- Bonus Shares – We offer our dedicated employees’ performance-based bonuses. Our employees are also permitted to gain access to our bespoke Employee Share Scheme, giving you the rare opportunity to invest in a growing technology company.
- Fun Activities – We love escaping the workplace to do fun stuff. Whether its pasta-making, sailing classes, touch footy, winery tours, go karting or relaxing on the company boat (yeah… we own a boat) – these monthly team building activities will keep you feeling valued and connected.
- Legal Services – Our employees get access to free legal services – from conveyancing and property advice to legal assistance around wills, trusts, powers of attorney and more. We make life easier for you, saving you time, money and unnecessary headaches.
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