Community Finance Specialist

14 hours ago

Vizag, Andhra Pradesh, India beBeeInvestment Full time ₹ 8,33,700 - ₹ 1,04,54,500
Job Title: Investment Coordinator

This role is ideal for someone who is interested in gaining hands-on experience in community development finance and supporting impactful projects that benefit underserved communities.

Key Responsibilities:
  • Support the team with transaction closings by organizing checklists, tracking deliverables, and coordinating internal and external schedules.
  • Help maintain deal folders, data rooms, and filing systems to ensure all documentation is accurate and up to date.
  • Document transaction milestones for internal records.
Team Operations & Communications:
  • Monitor and manage the email inbox, ensuring timely routing and responses to incoming requests.
  • Manage reporting documents received from borrowers and organize them in our SharePoint according to our protocols.
  • Schedule meetings and coordinate calendar invites for internal and external stakeholders.
  • Assist with document drafting, including cover letters, signature pages, and basic templates.
  • Participate in the assessment of policies and procedures to continually improve our process efficiencies.
Compliance & Reporting:
  • Maintain a database for compliance deadlines, reporting periods, and process improvements.
  • Help collect and organize compliance documentation from project sponsors, including certificates, impact reports, and financial statements.
  • Follow up with project contacts on late or incomplete reporting to ensure timely submissions and maintain compliance with regulations.
  • Assist with the preparation of annual investor and CDFI Fund reports.

Core Competencies Include:

  • Excellent communication, organizational, and interpersonal skills.
  • Bachelor's degree preferred, or equivalent work experience in finance, real estate, project management, nonprofit, or administrative support roles.
  • Strong organizational skills with excellent attention to detail.
  • Effective communicator with professional email and phone manner.
  • Proficiency in Microsoft Office; familiarity with file-sharing platforms preferred.
  • Eagerness to learn about community development finance, NMTC, or impact investing.

Preferred but not required:

  • Review and assist in the underwriting of proposed investments.
  • Manage a portfolio of investments, including reviewing construction draw requests, assessing borrower performance, conducting outreach interviews, and corresponding regularly with borrowers displaying signs of weakness and increased risk.

  • Finance Specialist

    5 days ago

    Vizag, Andhra Pradesh, India beBeeFinancial Full time ₹ 2,00,000 - ₹ 3,00,000

    Finance Specialist\Are you an analytical and detail-oriented individual who is passionate about finance? We have a career opportunity for you to join our team as a Finance Specialist.\As a Finance Specialist, you will be responsible for analyzing financial data, identifying trends and patterns, and providing recommendations to stakeholders. You will also be...

  • Finance and Taxation Specialist

    7 hours ago

    Vizag, Andhra Pradesh, India beBeeAccountant Full time ₹ 4,00,000 - ₹ 8,00,000

    Finance and Taxation SpecialistWe are seeking a highly motivated Finance and Taxation Specialist to join our team.Job Summary:The ideal candidate will possess strong subject knowledge in finance and taxation, with excellent analytical and problem-solving skills.

  • SAP Central Finance Specialist

    7 days ago

    Vizag, Andhra Pradesh, India beBeeImplementation Full time ₹ 25,00,000 - ₹ 35,00,000

    SAP Central Finance SpecialistWe are seeking a skilled professional with strong expertise in SAP FICO, Central Finance, SLT, and AIF to implement end-to-end SAP Central Finance solutions.Implementing SAP Central Finance solutionsLeading complex projects from start to finishCollaborating with cross-functional teamsRequirements:7+ years of experience in SAP...

  • SAP Finance Control Specialist

    2 days ago

    Vizag, Andhra Pradesh, India beBeeFinance Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Job Title: SAP Finance Control SpecialistThe role of a seasoned finance control consultant involves working with our team to implement and customize financial management systems for clients.We are seeking an experienced professional with strong technical skills, business acumen, and exceptional communication abilities.Maintenance and support of existing FICO...

  • Finance and Accounting Specialist

    2 days ago

    Vizag, Andhra Pradesh, India beBeeAccounting Full time US$ 5,00,000 - US$ 10,00,000

    Job Title: Finance and Accounting SpecialistThe ideal candidate will possess a Master's degree in Commerce, Finance or Accounting with a strong background in accounting roles such as Accounts Associate or Finance Executive.We are seeking a highly motivated and detail-oriented professional to join our team. Key responsibilities include:Developing and...

  • Visual Communications Specialist

    3 days ago

    Vizag, Andhra Pradesh, India beBeeGraphic Full time ₹ 12,00,000 - ₹ 25,00,000

    Visual Communications SpecialistThis role involves developing visual content to align with short-term and long-term marketing objectives, while also designing engaging materials that simplify complex concepts and data for various audiences.Design visual content aligned with marketing targetsCreate static and video creatives that cater to diverse...

  • Senior Finance Specialist

    1 week ago

    Vizag, Andhra Pradesh, India beBeeFinance Full time ₹ 15,00,000 - ₹ 20,00,000

    Job Summary:We are seeking a Senior Finance Specialist to join our team.The successful candidate will have a strong background in finance, with experience in financial controls and analysis.Responsibilities will include leading project initiatives across various support areas, managing activity dashboards, and ensuring the allocation of tasks among team...

  • Communications Specialist

    8 hours ago

    Vizag, Andhra Pradesh, India beBeeCommunication Full time ₹ 8,00,000 - ₹ 12,00,000

    Public Relations Specialist OpportunityWe are seeking a highly skilled Public Relations Specialist to join our organization. The successful candidate will be responsible for assisting in the development and execution of PR campaigns and strategies.About the Role:This is an exciting opportunity to work on various PR projects, developing and implementing...

  • Visual Communications Specialist

    1 week ago

    Vizag, Andhra Pradesh, India beBeeGraphicDesigner Full time ₹ 45,00,000 - ₹ 85,00,000

    Visual Communications SpecialistThis is a full-time remote opportunity for a Visual Communications Specialist. The role involves creating and editing graphics, designing logos, developing branding materials, and collaborating with marketing teams to produce high-quality visual content.Key Responsibilities:

  • Visual Communications Specialist

    3 days ago

    Vizag, Andhra Pradesh, India beBeeCreativity Full time ₹ 6,00,000 - ₹ 10,00,000

    Visual Communications SpecialistPhoenix Business Advisory is seeking a skilled and innovative Visual Communications Specialist to join our dynamic team in Delhi. This role offers an exciting opportunity to shape the visual identity of one of India's fastest-growing business advisory firms.