Financial Strategist

1 week ago


Alleppey, Kerala, India beBeeStrategist Full time ₹ 1,80,00,000 - ₹ 2,50,00,000
Job Title: Financial Strategist

We are seeking a detail-oriented financial strategist with expertise in investment analysis and strategic planning. The ideal candidate will have experience working with deep-tech startups and entrepreneurs, understanding the challenges they face and being able to offer valuable guidance and support.

Key Responsibilities:

  • Sourcing & Research:
    • Evaluate startup potential, focusing on technology readiness, business models, IP, and founder-market fit.
    • Support technical and commercial due diligence in collaboration with domain experts.
    • Prepare investment memos and present findings to the investment committee.
  • Portfolio Support:
    • Work closely with founders to track milestones, financials, and fundraising readiness.
    • Assist in building post-investment value creation plans.
    • Coordinate with incubators, labs, and academic networks for technical support.
  • Fund Operations:
    • Ensure investment documentation is accurate and up-to-date.
    • Maintain internal databases (deal flow, portfolio, LP reporting inputs).
    • Support presentations for LPs, partners, and ecosystem engagements.

Requirements:

  • Master's or Bachelor's degree in finance, economics, business, or related field.
  • Strong analytical, research, and communication skills.
  • Experience in investment analysis, financial modeling, and valuation techniques.
  • Understanding of deep-tech sectors, including TRL stages and commercial viability of research.
  • Prior exposure to VC, private equity, investment banking, or startup ecosystems preferred but not mandatory.


  • Alleppey, Kerala, India beBeeFinancial Full time ₹ 18,99,999 - ₹ 24,99,999

    Job Title: Senior Financial StrategistThis senior-level position involves leading the financial management of an organization, overseeing financial planning, budgeting, and forecasting. The ideal candidate will have extensive experience in finance, with a strong understanding of financial analysis methods and regulations.


  • Alleppey, Kerala, India beBeeFinancial Full time ₹ 75,00,000 - ₹ 1,57,50,000

    Lead Financial StrategistAbout OneBanc:OneBanc is a neo-bank building economic infrastructure for India's workforce. Adopting the philosophy of customer-centric innovation, we connect enterprises, banks, and HR Tech platforms to enhance value for all stakeholders.Key Responsibilities:Expertise in financial planning, budgeting, and analysis to drive business...


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

    Job Title: Senior Financial StrategistWe 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...


  • Alleppey, Kerala, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Lead Financial StrategistAbout this role: We're seeking a seasoned financial leader to drive our growth strategy. As Lead Financial Strategist, you'll play a critical role in developing and executing financial plans that align with our business objectives.This is a fantastic opportunity for an experienced finance professional to join our team and make a...


  • Alleppey, Kerala, India beBeeFinancial Full time ₹ 80,00,000 - ₹ 1,20,00,000

    Senior Financial StrategistWe are seeking a seasoned financial expert to join our team as a Senior Financial Strategist. This role offers the opportunity to leverage your extensive experience in financial planning and wealth management to drive business growth and deliver exceptional results.Key Responsibilities:Develop and implement comprehensive financial...


  • Alleppey, Kerala, India beBeeFinancial Full time ₹ 60,00,000 - ₹ 1,20,00,000

    Senior Financial ProfessionalWe are seeking a seasoned financial expert to drive business growth through insightful analysis and strategic planning.About the Role:The ideal candidate will possess excellent analytical skills to develop and maintain complex financial models, ensuring accurate forecasting and informed decision-making.A strong understanding of...

  • Financial Strategist

    2 weeks ago


    Alleppey, Kerala, India beBeeFinancial Full time ₹ 1,80,00,000 - ₹ 2,50,00,000

    Senior Financial Leadership OpportunityAre you a seasoned financial professional with expertise in capital structuring, optimal financing options, and overall financial strategy? We are seeking an experienced executive to lead and manage our company's finance functions.Responsibilities:Manage the accounting and finance departments to ensure accurate...

  • Financial Strategist

    2 weeks ago


    Alleppey, Kerala, India beBeeTreasury Full time ₹ 15,00,000 - ₹ 20,00,000

    Key Role: Financial Forecasting and AnalysisThe ideal candidate will be responsible for managing cash flow forecasting, liquidity planning, financial statement analysis, and investment strategies.They should have strong knowledge of treasury best practices, including financial regulations, tax codes, and compliance requirements.A Bachelor's degree in...


  • Alleppey, Kerala, India beBeeWealthManager Full time ₹ 60,00,000 - ₹ 1,20,00,000

    Job Profile:A senior investment professional is sought to provide customized wealth management solutions to high-net-worth clients.Main Responsibilities:Foster long-term relationships with affluent clients, delivering tailored advice and services that meet their financial goals and risk tolerance.Analyze client portfolios, identifying opportunities for...


  • Alleppey, Kerala, India beBeeInvestment Full time ₹ 1,80,00,000 - ₹ 2,20,00,000

    Investment Banking ExpertAbout the Role:We are seeking a highly skilled Investment Banking Expert to join our team. As an Associate Vice President, you will play a key role in deal execution, client management, and strategic growth.Key Responsibilities:Lead end-to-end transaction management, including due diligence, negotiations, regulatory filings, and...