Corporate Finance Consultant Insightss

KEY ACCOUNTABILITIES & ACTIVITIES

Key Accountabilities

1. IPO Readiness & Process Management
   Ensure timely completion of IPO milestones and requirements
   Provide structured status updates and escalation reporting to senior management
2. External Advisors Coordination
   Act as the primary internal contact for IFAs, investment banks, legal advisors, and due diligence teams
   Support preparation and submission of CMA documentation
   Manage data room processes and due diligence requests
   Support valuation analysis and equity story development
3. Executive Communication & Presentation
   Prepare executive-level presentations for the Board, CEO, CFO, and senior leadership
   Communicate IPO progress, valuation outcomes, financing proposals, and strategic recommendations
4. Financial Modeling & Valuation
   Develop, maintain, and review financial models for IPO valuation and strategic financing
   Perform DCF, sensitivity, and comparable company/transaction analyses
   Support scenario planning and investment appraisal
5. Strategic Reporting & Performance Tracking
   Develop dashboards and structured reports to track IPO milestones, financial performance, and key risks
   Provide analytical insights and actionable recommendations
6. Project Management & Stakeholder Coordination
   Manage cross-functional IPO workstreams and ensure alignment
   Facilitate meetings, track action items, and follow up on deliverables
   Maintain effective communication with all internal and external stakeholders
7. Team
   Work collaboratively with cross-functional teams and senior stakeholders
   Demonstrate professionalism, ownership, and confidentiality
   Operate effectively under tight timelines and high-pressure environments