Financial Operations Specialist

2 days ago


Palakkad, Kerala, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Financial Operations Specialist

We are seeking a detail-oriented and analytical professional to manage financial planning, management information systems (MIS) reporting, fundraising support, and investor presentations at both project and group levels.

The role requires a strong foundation in financial modeling, fund-raising documentation, and compliance, along with the ability to prepare and present information clearly to management and investors.

Key Responsibilities:
  • Management Information Systems (MIS)

• Prepare project-wise MIS covering sales, collections, costs, and profitability.

• Develop and maintain company-wise and group-level MIS for consolidated reporting.

• Analyze budgeting, variance analysis, and continuously monitor revenue and expenses.

• Support management with cash flow forecasts and scenario analysis.

  • Fundraising & Investor Relations

• Assist in preparing fundraising documentation including financial models, pitch decks, and information memorandums.

• Coordinate due diligence processes by working with bankers, NBFCs, investors, and legal advisors.

• Ensure timely preparation of quarterly investor presentations with accurate financial and operational updates.

  • Financial Planning & Analysis (FP&A)

• Build robust financial models for ongoing and upcoming projects.

• Track sales pipeline, collections, and expense management to support decision-making.

• Conduct sensitivity analysis and provide actionable insights to management.

  • Compliance & Documentation

• Review and support preparation of legal and financial documentation for fundraising, investments, and banking.

• Ensure proper documentation and record-keeping of all agreements, term sheets, and loan documents.

  • Team & Collaboration

• Work closely with project, sales, and operations teams to ensure accuracy of MIS.

• Provide financial insights and support to the leadership team for strategic decisions.

• Coordinate with auditors, consultants, and legal advisors as required.



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