Financial Reporting Specialist

3 weeks ago

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
Manage
documentation and compliance
for all borrowings from Banks and NBFCs.
Coordinate and liaise
with lenders for queries, approvals, and information requirements.
Track and monitor financial covenants
and ensure timely reporting to lenders.
Prepare, review, and present
financial and business data
as required by lenders and management.
Handle
end-to-end backend operations
related 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
Minimum
5 years of relevant experience
in debt operations, banking, or NBFC interactions.
Strong understanding of
financial statements
and business numbers.
Excellent knowledge of
loan documentation, compliance, and covenant monitoring .
Good communication and stakeholder management skills to deal with banks, NBFCs, and internal teams.

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