Director of Financial Planning
Company Description
Meridian Kapital is a pioneering micro-lending company focused on delivering quick, reliable cash solutions to both individuals and businesses. The organization promotes financial inclusion and empowerment through a diverse portfolio of products tailored to emergency needs, business growth, education, health, and personal milestones. Offerings range from auto logbook loans, school fees financing, and medical emergency funds to working capital, farming support, invoice discounting, and pending bill settlements. Meridian Kapital also provides specialized products such as import finance, export factoring, vacation financing, dowry and wedding loans, and weekend funds to meet unique financial needs. Team members join a mission-driven environment where innovative, customized lending solutions help clients achieve financial stability and opportunity. Role Description The Director of Financial Planning is a full-time, remote leadership role responsible for overseeing Meridian Kapital’s financial planning strategy and ensuring long-term financial health. This position leads the development of comprehensive financial plans, including cash flow forecasting, capital allocation, and growth projections aligned with the company’s micro-lending portfolio. Day-to-day responsibilities include analyzing financial performance, preparing and reviewing financial reports, monitoring key metrics, and advising senior leadership on risk management and investment decisions. The director collaborates with cross-functional teams to integrate financial planning into product development, pricing, and market expansion, while ensuring compliance with relevant regulations and internal policies. This role also provides guidance on estate planning and wealth management strategies relevant to the company’s financial products and high-impact clients.
Qualifications
Strong Financial Planning and Finance skills, with experience designing and managing comprehensive financial strategies. Advanced Analytical Skills for interpreting complex financial data, modeling scenarios, and supporting data-driven decisions. Expertise in Financial Reporting, including preparing, reviewing, and presenting accurate statements and performance analyses. Knowledge of Estate Planning concepts and their application to client-focused financial solutions. Proven leadership experience in financial services, lending, banking, or related sectors. Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field; advanced degree or professional certification (e.g., CFA, CFP, CPA) is an advantage. Strong communication and stakeholder management skills, with the ability to explain complex financial information clearly. Demonstrated ability to work effectively in a remote environment, managing priorities and collaborating across time zones. Familiarity with financial regulations, risk management practices, and credit analysis within micro-lending or consumer finance.