Senior Financial Strategist

2 days ago

Alleppey, Kerala, India beBeeStrategist Full time ₹ 8,00,000 - ₹ 15,00,000

Job Title: Senior Financial Strategist

We are seeking a seasoned financial strategist to join our team. The successful candidate will be responsible for developing and executing comprehensive financial plans, identifying new business opportunities, and contributing to the expansion of our market presence.

About the Role:

  • Develop and maintain strong relationships with clients and stakeholders to facilitate the placement of debt financing
  • Prepare high-quality marketing and investment materials, including client business overviews and investment memoranda
  • Review and analyze client financial information, including financial statements and cash flow projections
  • Build and maintain complex financial models, including integrated 3-way models
  • Coordinate lender interactions with clients and internal teams

Requirements:

  • Proven experience in financial modeling, cash flow analysis, and financial statement review
  • Excellent written and verbal communication skills, with a focus on relationship-building
  • Strong problem-solving, organizational, and collaboration skills
  • Ability to work independently and in a team environment

Qualifications:

  • Bachelor's degree in finance or a related field
  • Certified Financial Analyst (CFA) or Chartered Accountant (CA) designation

Why Our Company:

  • Professional Development Opportunities
  • Collaborative and Inclusive Work Environment
  • Impactful Work that Makes a Difference in the Financial Services Industry

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