Senior Financial Planner

18 hours ago

Vizag, Andhra Pradesh, India beBeeFinance Full time ₹ 90,00,000 - ₹ 1,20,00,000

Job Overview:

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

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

  • Management Information Systems (MIS)
    • Maintain accurate and timely project-wise MIS reports covering sales, collections, costs, and profitability.
    • Develop and maintain company-wide and group-level MIS for consolidated reporting.
    • Prepare budgeting, variance analysis, and continuous monitoring of 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.
    • Support due diligence processes by coordinating 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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