Chief Financial Planner

5 days ago


Kannur, Kerala, India beBeeFinancial Full time ₹ 16,80,000 - ₹ 19,80,000

As a key member of our organization, you will be responsible for driving financial planning and analysis. The role requires strong analytical skills, attention to detail, and excellent communication skills.

About the Role

The Finance Manager plays a vital part in managing the company's financial operations. Key responsibilities include preparing financial models, developing management information systems (MIS), and coordinating fundraising efforts with investors and legal advisors.

Key Responsibilities:
  • Financial Planning & Analysis (FP&A):
    • Develop and maintain comprehensive financial models to inform business decisions.
    • Track sales pipeline, collections, and expense management to identify areas for improvement.
    • Provide actionable insights to senior management.
  • Fundraising & Investor Relations:
    • Assist in preparing fundraising documentation, including financial models and pitch decks.
    • Support due diligence processes by coordinating with external parties.
    • Ensure timely preparation of quarterly investor presentations.
  • Compliance & Documentation:
    • Review and support preparation of legal and financial documentation.
    • Ensure proper documentation and record-keeping of all agreements and loan documents.
  • Team Collaboration:
    • Work closely with cross-functional teams to ensure accuracy of MIS.
    • Provide financial insights and support to the leadership team.


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