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Fresno, CA, USA Strategy, M&A
11 years experience
  • Strategic Financial Planning
  • Financial Modeling
  • Business Strategy
  • M&A
  • +10
Hire Kanchan
Sankt Gallen, St Gallen, Switzerland Strategy, M&A
4 years experience
  • Strategic Financial Planning
  • Business Strategy
  • Corporate Finance
  • Business Development
  • +9
Hire Paola
Miami, FL, USA Strategy
5 years experience
  • Strategic Financial Planning
  • Financial Modeling
  • Business Strategy
  • Corporate Finance
  • +18
Hire Olivia
Miami, FL, USA Strategy
10 years experience
  • Strategic Financial Planning
  • Business Strategy
  • Business Development
  • Project Management
  • +16
Hire Jose
Dubai - United Arab Emirates Strategy, M&A
2 years experience
  • Strategic Financial Planning
  • Financial Modeling
  • Business Strategy
  • M&A
  • +22
Hire Terenzia
São Paulo, State of São Paulo, Brazil Strategy, M&A
16 years experience
  • Strategic Financial Planning
  • Financial Modeling
  • Business Strategy
  • M&A
  • +38
Hire Arthur
Berlin, Germany M&A, Venture Capital
3 years experience
  • Strategic Financial Planning
  • Financial Modeling
  • Business Strategy
  • Corporate Finance
  • +55
Hire Sugandh
Zürich, Switzerland Investment Management
6 years experience
  • Strategic Financial Planning
  • Due Diligence
  • Investments
  • Private Equity
  • +7
Hire Alex

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Frequently asked questions

What clients usually engage your Strategic Financial Planning Consultants?

We work with clients from all over the world. Our clients range from enterprise and corporate clients to companies that are backed by Private Equity or Venture Capital funds. Furthermore, we work directly with Family Offices, Private Equity firms, and Asset Managers. Most of our enterprise clients have dedicated Corporate Development, M&A, and Strategy divisions which are utilizing our pool of Strategic Financial Planning talent to add on-demand and flexible resources, expertise, or staff to their in-house team.

How is Fintalent different?

Fintalent is not a staffing agency. We are a community of best-in-class Strategic Financial Planning professionals, highly specialized within their domains. We have streamlined the process of engaging the best Strategic Financial Planning talent and are able to provide clients with Strategic Financial Planning professionals within 48 hours of first engaging them. We believe that our platform provides more value for Corporates, Ventures, Private Equity and Venture Capital firms, and Family Offices.

Our Hiring Process – What do ‘Community-Approach’ and ‘Invite-to-Apply’ mean?

‘Invite-to-Apply’ is the process by which we shortlist candidates for the majority of projects on our platform. Often, due to the confidential nature of our clients’ projects, we do not release projects to our whole platform but using the matching technology and expertise of our internal team we select candidates who are the best fit for our clients’ needs. This approach also ensures engagement with our community of professionals on the Fintalent platform, and is a benefit both to our clients and independent professionals, as our freelancers have direct access to the roles best suited to their skills and are more likely to take an interest in a project if they have been sought out directly. In addition, if a member of our community is unavailable for a project but knows someone whose skill set perfectly fits the brief, they are able to invite them to apply for the role, utilizing the personal networks of each talent on our platform.

Which skills and expertise do your Fintalents have?

The Fintalents are hand-picked and vetted Strategic Financial Planning professionals, speak over 55 languages, and have professional experience in all geographical markets. Our Strategic Financial Planning consultants’ experience ranges from 3+ years as analysts at top investment banks and Strategy consultancies, to later career C-level executives. The average working experience is 6.9 years and 80% of all Fintalents range from 3-12 years into their careers.

Our Strategic Financial Planning consultants have experience in leading firms as well as interfacing with clients and wider corporate structures and management. What makes our Strategic Financial Planning talent pool stand out is the fact that they have technical backgrounds in over 2,900 industries.

How does the screening and onboarding of your Strategic Financial Planning talent work?

Fintalent.io is an invite-only platform and we believe in the power of referrals and a closed-loop community. Members of our community are able to invite a small number of professionals onto the platform. In addition, our team actively scouts for the best talent who have experience in investment banking or have worked at a global top management consultancy. All of our community-referred talent and scouted talent are subject to a rigorous screening process. As such, over the last 18 months totaling more than 750 hours of onboarding calls, of which only 40% have received an invite-link after the call.

What happens if I am not satisfied with my Strategic Financial Planning consultant’s work?

During your initial engagement with a member of our Fintalent talent pool with no risk. If you are not satisfied with the quality of your hire for any reason then we are able to find a replacement at short notice. There is no minimum commitment per project, but generally projects last at least 5 days and can last 12+ months.

We are a community-based M&A staffing platform.

With our platform, you can fill full-time M&A roles, or staff your team with a Strategic Financial Planning expert when you need an extra hand.

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Everything you need to know about Strategic Financial Planning

What is Strategic Financial Planning?

Strategic financial planning refers to the practice of developing and maintaining a firm’s assets and liabilities, as well as its income and expenses, in order to maximize its potential. Strategic financial planning is a process that organizations use to plan for the planning of their future. A successful strategic financial plan will help in the execution of the company’s strategy in two ways. Firstly, it provides a tool that can be used in all areas of decision-making, which is particularly beneficial in anticipating changing business conditions. Secondly, it allows for the assessment and comparison of different scenarios before taking action.

The most important thing with strategic finance is having an understanding of all the different opportunities available to you through your company’s product or service offering through effective market research and market analysis. This can help identify incentives for investment or where your company needs to focus its efforts over time.

Examples of a suitable strategic financial plan include:

Financial objective for a business

  1. Identifying costs which are currently being financed and predicting the patterns of future requirements.
  2. Investing in activities which will help to achieve the business objectives.
  3. Identifying opportunities for new revenue streams as well as cost savings or areas where greater efficiency can be achieved (i.e., efficiency drive).
  4. Consider developing investment funds to invest in improving processes and technology to improve efficiency and sales growth (i.e., back office/managed services).
  5. Identifying future cash requirements for operating cash flow, capital expenditures, income taxes, dividend payments, etc.

Financial objectives for multiple divisions

  1. Identifying the sources of revenue that are available to divisions or subsidiaries.
  2. Identifying the costs which are driven by each division’s operations.
  3. Maximizing efficiencies within each division to minimize costs and maximize revenues while also focusing on identifying opportunities for new revenue streams (i.e., competitive analysis).
  4. Identifying investment funds to invest in improving processes and technology to improve efficiency and sales growth (i.e., back office/managed services).
  5. Identifying future cash requirements for operating cash flow, capital expenditures, income taxes, dividend payments, etc.

Financial goals for the organization as a whole

  1. Establishing goals set of strategic financial objectives of the organization (which may not be fully achievable).
  2. Making estimates of how much time it will take to achieve these goals.
  3. Setting up milestones which will be used to monitor progress on the goals (i.e., business plan analysis).
  4. Developing indicators to measure progress against business plan (i.e., ROI) and identifying incentives that can help achieve these goals (i.e., ROI analysis).
  5. Identifying investment funds to invest in improving processes and technology to improve efficiency and sales growth (i.e., back office/managed services).
  6. Identifying future cash requirements for operating cash flow, capital expenditures, income taxes, dividend payments, etc.

Businesses should prioritize their needs for capital by exploring available alternative methods such as using debt or equity financing methods that will enable them to cover their current needs and prepay debts. Companies should also look towards high-yield assets such as real estate which will lead them towards securing an ample source of cash flow. Finally, they should keep their personal tax rate under control so that they can maintain a positive net worth.

A strategic financial planning process should be guided by a set of pre-planned objectives and step-by-step guidelines. It should also be able to incorporate multiple inputs such as external events like competition and other unpredictable matters such as changes in interest rates or an increase in wages. Businesses should also make sure that their financial strategies are sustainable; they should avoid engaging in excessive debt financing methods because this could lead them towards bankruptcy problems.

A firm’s financial plan should be drafted in a manner that will help it maximize its potential. Businesses should consider the various investments that are available for them to secure capital. For example, they can use secured debt financing methods such as borrowing short-term funds that are loaned at a fixed rate of interest. On the other hand, they can also apply for loans that are called “mezzanine” or “non-recourse” which is similar to secured debt financing but there is no prior security. There are also companies that use equity funds to secure funding. Equity means ownership by other means, usually through stock-ownership or partnership arrangements. The equity funds can be used to acquire new assets, pay off debts and reduce cash flow needs.

When a firm incorporates, it should consider which type of legal entity would be best suited to its business needs. For instance, a firm that undertakes the retail trade may want to incorporate as a C Corporation since this will enable it to obtain advantageous taxation treatment. Other legal forms such as partnerships and sole proprietorships can also be utilized as long as they comply with relevant laws and regulations such as the requirement of an established entity like bank or trust company to sign their guarantee. In order for a business to create a solid financial foundation, it must conduct a planning process that will assess various alternatives and weigh their pros and cons.

In summary, Strategic financial planning has become a focus area for numerous local and international organizations as it provides one of the most effective means for organizations to achieve their financial goals. Many organisations have structured strategic planning as a key part of their annual/long term strategies by aligning it with strategic objectives, divisional plans and divisional budgets. Tying the various objectives of the entire organization together is key to the actualization of organisational strategic objectives. Managers who find this process excessively tasking can avail themselves of the opportunity presented by Fintalent to hire Freelance Financial Planning and Analysis Consultants that can help plan and implement an organisation’s strategic financial planning process.

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Tiara Letourneau
CFOO, Rewrite Capital

»Fintalent gives me access to high potential strategy and M&A professionals, efficiently and fast. Their quality is unmatched in the industry. Fintalent is here to fundamentally change the way companies run high-impact M&A projects.«

Melik Salmi
Seyfi Melik Salmi
Senior Director Corporate Development & Strategy at SAP

»We needed a VP of Finance / CFO profile to help put our fast-growing FinTech on the right track. Fintalent delivered more targeted profiles than I could have ever imagined, and they did it super fast. We’ve now hired our Fintalent full-time!«

Giacomo Ficari, Lifepal
Giacomo Ficari
CEO & Co-Founder, Lifepal