Expert Financial Planner

20 hours ago

Salem, Tamil Nadu, India beBeeFinance Full time ₹ 90,00,000 - ₹ 1,20,00,000

Financial Literacy Specialist

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We are on a mission to make financial literacy and credit access simple, actionable, and inclusive for millions of Indians who are credit-underserved.

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We're building a team that shares our vision of transforming how India manages credit.

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Key Responsibilities:

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  • Strategic Planning & Reporting:">
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    • Assist in preparing monthly and quarterly MIS reports for internal and investor review, build and track budgets, forecasts, and working capital models, collaborate on AOPs and performance dashboards.">
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  • Accounting Operations:">
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    • Handle day-to-day accounting operations, including vendor payments and receivables, ensure compliance with accounting norms, coordinate audit processes and statutory filings.">
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  • Cash Flow Management:">
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    • Track and manage cash flow, burn rate, and fund utilization, work with external partners for reconciliation, payroll, and expense management.">
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  • Business Strategy Support:">
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    • Partner with founders and ops teams to derive insights from financial data, support pricing, commission modeling, and key business KPIs, assist in due diligence and investor reporting as needed.">
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Requirements:

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  • A finance or accounting background with CA qualification (preferred)">
  • 2-4 years of relevant experience in high-growth startups or financial services">
  • Strong Excel skills; experience with Tally/Zoho/QuickBooks is a plus">
  • Data-driven with a keen eye for accuracy and process improvement">
  • Comfortable working in a fast-paced, ownership-driven environment">
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Benefits:

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  • An opportunity to work on a mission-critical function in a high-growth startup">
  • Collaborative and dynamic work environment">
  • Opportunities for growth and professional development">
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Additional Information:

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  • Our ideal candidate has the ability to adapt to changing priorities and deadlines">
  • We offer flexible working arrangements to accommodate different needs">

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