Financial Reporting Specialist

15 hours ago


New Delhi, India Neo Wealth and Asset Management Full time

Role Overview We are seeking an experienced professional to manage operations related to debt raising from Banks and NBFCs. The role involves end-to-end support in documentation, compliance, covenant tracking, and lender coordination, ensuring smooth execution of borrowing transactions. The candidate should possess strong financial acumen, attention to detail, and the ability to effectively liaise with multiple stakeholders.Key Responsibilities Managedocumentation and compliancefor all borrowings from Banks and NBFCs. Coordinate and liaisewith lenders for queries, approvals, and information requirements. Track and monitor financial covenantsand ensure timely reporting to lenders. Prepare, review, and presentfinancial and business dataas required by lenders and management. Handleend-to-end backend operationsrelated to debt facilities, including renewals, limit monitoring, and drawdowns. Ensure accurate maintenance of records, agreements, and compliance registers. Support management in strategic decision-making by providing insights on debt facilities and obligations.Desired Candidate Profile CA/MBA Minimum5 years of relevant experiencein debt operations, banking, or NBFC interactions. Strong understanding offinancial statementsand business numbers. Excellent knowledge ofloan documentation, compliance, and covenant monitoring . Good communication and stakeholder management skills to deal with banks, NBFCs, and internal teams.



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