38 Financial Strategies jobs in Bahrain

• Conduct comprehensive financial analysis and modeling for investment opportunities.
• Evaluate and recommend investment strategies based on market conditions and risk appetite.
• Perform due diligence on potential investments, including financial statement analysis and valuation.
• Monitor and analyze portfolio performance, identifying key drivers of returns and risks.
• Develop detailed financial projections and scenario analyses.
• Prepare insightful reports and presentations for senior management and stakeholders.
• Collaborate with portfolio managers to implement investment strategies.
• Assess and manage investment risks, ensuring compliance with regulatory requirements.
• Stay current with macroeconomic trends, market developments, and industry best practices.
• Contribute to the continuous improvement of investment analysis tools and methodologies.

• Master's degree in Finance, Economics, Mathematics, or a related quantitative field.
• Professional certifications such as CFA (Chartered Financial Analyst) or equivalent are highly desirable.
• Minimum of 6 years of progressive experience in financial analysis, investment management, or a related role.
• Proven expertise in investment valuation, financial modeling, and portfolio analysis.
• Strong understanding of financial markets, asset classes, and economic principles.
• Proficiency in financial modeling software and data analysis tools (e.g., Excel, Python, R).
• Exceptional analytical, critical thinking, and problem-solving skills.
• Excellent written and verbal communication abilities.
• Ability to work independently and effectively in a remote, collaborative team environment.
• Demonstrated ability to manage multiple projects and meet deadlines.

• Lead the annual budgeting and quarterly forecasting processes, ensuring accuracy and alignment with strategic goals.
• Develop and maintain comprehensive financial models to support business planning, performance analysis, and scenario planning.
• Analyze monthly financial results, identify key drivers of performance, and prepare variance analyses.
• Provide financial insights and recommendations to senior management to support strategic decision-making.
• Prepare regular financial reports, dashboards, and presentations for stakeholders.
• Monitor key financial metrics and KPIs, highlighting trends and potential risks or opportunities.
• Collaborate with accounting teams to ensure accurate financial data for reporting and analysis.
• Support strategic initiatives by performing financial modeling, valuation, and feasibility studies.
• Continuously improve FP&A processes, tools, and methodologies.
• Assist in the preparation of board materials and investor relations reports.
• Mentor and develop junior members of the finance team.

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Minimum of 5 years of experience in financial planning and analysis, corporate finance, or a related field.
• Proven experience in financial modeling, budgeting, forecasting, and variance analysis.
• Strong understanding of financial statements and accounting principles.
• Proficiency in financial planning software (e.g., Hyperion, Anaplan, Adaptive Insights) and advanced Microsoft Excel skills.
• Excellent analytical, problem-solving, and critical-thinking abilities.
• Strong communication and presentation skills, with the ability to articulate complex financial information clearly.
• Ability to work independently and collaboratively in a remote team environment.
• Experience in managing projects and deadlines effectively.
• A professional certification such as CPA, CMA, or CFA is a plus.

• Leading the annual budgeting and quarterly forecasting processes.
• Developing sophisticated financial models to support strategic initiatives and decision-making.
• Performing in-depth variance analysis and identifying key performance drivers.
• Preparing executive-level financial reports and presentations.
• Providing financial guidance and support to business unit leaders.
• Identifying opportunities for cost savings and revenue enhancement.
• Overseeing financial reporting and compliance activities.
• Mentoring and developing the FP&A team.
• Evaluating new business opportunities and investment proposals.
• Staying abreast of market trends and their impact on financial performance.

• Develop and manage the annual budgeting and long-term strategic planning processes.
• Oversee the creation and ongoing refinement of financial forecasts, ensuring accuracy and alignment with business objectives.
• Conduct in-depth variance analysis, identifying key drivers of financial performance and recommending corrective actions.
• Develop and track key performance indicators (KPIs) to monitor business performance and provide insights to stakeholders.
• Prepare comprehensive financial reports and presentations for the executive team, board of directors, and other stakeholders.
• Partner with business unit leaders to understand their financial needs, provide analytical support, and drive financial discipline.
• Lead the implementation and optimization of financial planning and reporting systems (e.g., ERP, FP&A software).
• Identify opportunities for cost optimization and revenue enhancement through rigorous financial analysis.
• Mentor and develop a high-performing FP&A team.
• Stay informed about industry trends, economic conditions, and regulatory changes that may impact the company's financial performance.

• Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CPA preferred.
• Minimum of 10 years of progressive experience in financial planning and analysis, with at least 3-5 years in a leadership role.
• Proven expertise in financial modeling, forecasting, budgeting, and strategic planning.
• Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
• Excellent understanding of accounting principles and financial statements.
• Experience with financial systems and reporting tools (e.g., Hyperion, SAP, Oracle, Tableau).
• Exceptional communication, presentation, and interpersonal skills, with the ability to influence and collaborate with stakeholders at all levels.
• Demonstrated ability to lead and develop teams.
• Strategic thinker with a proactive approach to identifying business opportunities and challenges.
• High level of accuracy and attention to detail.

About Coefficient Alliances & Ventures (Coefftalent)

Coefficient Alliances & Ventures is not just another talent sourcing firm. We are a boutique talent advisory with deep roots in management consulting and financial services across the Middle East and India. Our team brings a consultative approach to hiring, focusing on precision, speed, and contextual understanding of client needs.

We specialize in high impact hiring across Executive Search, Professional Search, Contract Staffing, and Talent Consulting, enabling our clients to build strategic, scalable teams.

About the Role

Our client, a
leading bank in Bahrain
, is strengthening its Wealth Management division and is seeking a
Head of Wealth Management
to
lead and oversee the strategic direction, growth, and operational excellence of the wealth management division. This role focuses on delivering tailored financial solutions to high-net-worth individuals and institutional clients, ensuring superior client service, regulatory compliance, and sustainable profitability.

The incumbent will be responsible for driving innovation in investment advisory, portfolio management, and relationship development, while fostering a high-performance culture across advisory teams.

This is a
full-time, on-site role based in Bahrain
, offering the opportunity to collaborate closely with senior stakeholders and spearhead the delivery of strategic, high-impact investment solutions for affluent and institutional clients.

Please note: This role is open only to Bahraini Nationals or Expatriate candidates currently residing in Bahrain and possessing the relevant experience.

Key Responsibilities:

• Define and execute the overall strategy for the wealth management division, aligning with the organization's long-term goals and market positioning.
• Oversee the function of the Advisory business, helping shape the offerings and strengthen the coverage with high-net-worth individuals, family offices, and institutional clients, ensuring exceptional service and client retention.
• Oversee the design and enhancement of investment products, financial planning services, and advisory solutions tailored to client needs and market trends.
• Lead, mentor, and develop a high-performing team of relationship managers, financial advisors, and support staff to achieve business objectives.
• Drive revenue generation through effective sales strategies, client acquisition, and cross-selling of financial products, while managing cost efficiency.

Qualifications:

• Bachelor's degree or equivalent qualification.
• 10–15 years of experience in wealth management, private banking, or investment advisory, with at least 10 years in a leadership capacity.
• Proven track record in launching a diverse range of wealth products, preferably within Islamic banking.
• Demonstrated experience in establishing wealth management systems and developing digital wealth solutions.
• Background in banking or financial services institutions.
• FAP certification is an advantage.

• Lead the development and management of the annual budgeting and forecasting processes.
• Prepare monthly, quarterly, and annual financial reports, variance analyses, and performance reviews.
• Develop and maintain complex financial models to support strategic initiatives, new product launches, and investment appraisals.
• Analyze financial data to identify trends, opportunities, and risks, and provide actionable insights to management.
• Collaborate with various departments to gather financial data and provide financial support.
• Monitor key performance indicators (KPIs) and provide recommendations for improvement.
• Assist in the preparation of financial presentations for executive management and the board of directors.
• Ensure the accuracy and integrity of financial data and reporting.
• Contribute to process improvements within the finance function.
• Stay current with accounting standards and financial regulations.
• Support ad-hoc financial analysis and projects as required.

• Bachelor's degree in Finance, Accounting, Economics, or a related field. A professional certification such as CFA or ACCA is a strong advantage.
• Minimum of 5-7 years of progressive experience in financial analysis, FP&A, corporate finance, or a related role.
• Advanced proficiency in Microsoft Excel, including complex formulas, pivot tables, and financial modeling techniques.
• Experience with financial planning software (e.g., SAP BPC, Oracle Hyperion, Anaplan) is highly desirable.
• Strong understanding of accounting principles (GAAP/IFRS).
• Excellent analytical, problem-solving, and critical thinking skills.
• Superior written and verbal communication skills, with the ability to present financial information clearly and concisely.
• Ability to work independently, manage multiple priorities, and meet tight deadlines.
• Experience working in the Salmabad, Northern, BH area or similar business environments.
• High level of integrity and attention to detail.

• Prepare and review monthly, quarterly, and annual financial statements in accordance with GAAP/IFRS.
• Manage and perform general ledger reconciliations, ensuring accuracy and completeness.
• Oversee the accounts payable and accounts receivable functions.
• Assist in the preparation of budgets and forecasts.
• Analyze financial data, identify trends, and provide insights to support management decision-making.
• Ensure compliance with all relevant accounting regulations and tax requirements.
• Support external auditors during financial statement audits.
• Develop and implement accounting policies and procedures to improve internal controls.
• Process journal entries, accruals, and prepaids accurately and timely.
• Reconcile bank statements and other financial accounts.
• Assist in the preparation of tax filings and other regulatory reports.
• Maintain the chart of accounts and ensure proper coding of transactions.
• Contribute to the continuous improvement of accounting processes and systems.
• Provide guidance and support to junior accounting staff.
• Stay updated on changes in accounting standards and regulations.

• Bachelor's degree in Accounting, Finance, or a related field.
• Professional accounting certification (e.g., ACCA, CPA, CMA) is highly preferred.
• Minimum of 5 years of progressive experience in accounting, with a strong focus on financial reporting and analysis.
• In-depth knowledge of accounting principles (GAAP/IFRS).
• Proficiency in accounting software (e.g., QuickBooks, SAP, Oracle) and advanced Excel skills.
• Experience with financial statement preparation and consolidation.
• Strong analytical, problem-solving, and critical thinking abilities.
• Excellent attention to detail and accuracy.
• Strong organizational and time management skills, with the ability to meet deadlines.
• Effective communication and interpersonal skills.
• Experience in auditing or public accounting is a plus.
• Ability to work independently and collaboratively within a team environment.
• Familiarity with the business environment in Tubli, Capital, BH is beneficial.