1. Financial Strategy & Planning

• Financial modeling & forecasting — 3-statement models, scenario planning, runway analysis

• Budgeting — annual budgets, department-level cost allocation, variance analysis

• Fundraising support — cap table management, investor-ready financials, data room preparation, term sheet review

• Unit economics & pricing strategy — CAC/LTV analysis, contribution margin by product/segment

• Capital structure advisory — debt vs. equity decisions, working capital optimization

 

2. Reporting & Financial Operations

• Monthly/quarterly management reporting — board packs, KPI dashboards, investor updates

• Financial statement preparation — oversight of P&L, balance sheet, cash flow (often working alongside a bookkeeper or existing finance team)

• Systems & process design — selecting/implementing accounting software, building SOPs for AP/AR, month-end close

• Cash flow management — 13-week cash flow forecasts, runway monitoring for pre-revenue or burn-heavy startups

 

3. Governance & Risk

• Board and investor relations — preparing board materials, running finance committee discussions

• Internal controls — segregation of duties, approval workflows, fraud risk mitigation

• Compliance oversight — tax filing coordination, statutory reporting (ACRA, IRAS in Singapore), audit readiness and liaison with external auditors

• Policy development — expense policies, procurement guidelines, delegation of authority frameworks

 

4. Growth & Transaction Support

• Due diligence support — for fundraising rounds, M&A, or grant applications

• M&A advisory — buy-side/sell-side financial analysis, deal structuring input

• Exit readiness — cleaning up financials and reporting ahead of an eventual sale or Series B+ raise

• International expansion finance — entity structuring, transfer pricing basics, multi-currency management