
Senior Financial Strategist
6 hours ago
Role Summary
">- Seeking a strategic Manager to lead Transaction Advisory Services engagements, overseeing finance, valuations, due diligence, and tax advisory for high-growth companies.
- Financial Retainerships
- Build financial discipline and governance frameworks tailored for scaling businesses.
- Serve as a strategic financial partner to start-ups, overseeing budgeting, MIS reporting, cash flow, and investor communications.
- Support valuations for fundraises, secondary transfers, and M&A transactions in compliance with applicable laws.
- Lead buy-side/sell-side due diligence projects including financial health checks, revenue/margin analysis, working capital assessments, and historical reviews.
- Provide tax structuring advice for business models and transactions, including cross-border setups, holding structures, ESOPs, and exits.
- Manage multiple client engagements with professionalism and responsiveness.
- Mentor junior colleagues and ensure high-quality deliverables.
- CA with 4–6 years of relevant experience in transaction advisory at a mid-tier boutique advisory or in a start-up finance team with exposure to FP&A and fundraise projects.
- Strong technical knowledge of accounting standards, taxation laws, financial modeling, and valuation principles.
- Proven track record in client servicing and team management.
- Excellent communication skills with the ability to explain complex concepts to non-finance stakeholders.
- Entrepreneurial mindset and ability to thrive in fast-paced, high-growth environments.
- Prior experience working with start-ups or within the start-up ecosystem is highly preferred.
The ideal candidate brings both technical expertise and the ability to act as a trusted advisor to founders and investors.
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