Senior Financial Planning Manager

2 days ago

Cochin, Kerala, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 25,80,000
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Job Opportunity: Financial Planning Specialist


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


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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.


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Key Responsibilities:


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  • Prepare project-wise MIS covering sales, collections, costs, and profitability.
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  • Develop and maintain company-wide and group-level MIS for consolidated reporting.
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  • Budgeting, variance analysis, and continuous monitoring of revenue and expenses.
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  • Support management with cash flow forecasts and scenario analysis.
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  • Assist in preparing fundraising documentation including financial models, pitch decks, and information memorandums.
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  • Support due diligence processes by coordinating with bankers, NBFCs, investors, and legal advisors.
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  • Ensure timely preparation of quarterly investor presentations with accurate financial and operational updates.
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  • Build and maintain robust financial models for ongoing and upcoming projects.
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  • Track sales pipeline, collections, and expense management to support decision-making.
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  • Conduct sensitivity analysis and provide actionable insights to management.
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  • Review and support preparation of legal and financial documentation for fundraising, investments, and banking.
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  • Ensure proper documentation and record-keeping of all agreements, term sheets, and loan documents.
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  • Work closely with project, sales, and operations teams to ensure accuracy of MIS.
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  • Provide financial insights and support to the leadership team for strategic decisions.
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  • Coordinate with auditors, consultants, and legal advisors as required.
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    • Strong proficiency in MS Excel (advanced functions, financial modeling, scenario building).
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    • Experience in preparing MIS reports, budgets, and variance analysis.
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    • Knowledge of fundraising processes, term sheets, loan documentation, and investor communications.
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    • Ability to interpret and work with legal and financial documents.
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    • Strong analytical, problem-solving, and presentation skills.
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    • Excellent communication and interpersonal skills for investor and management interactions.
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    • MBA (Finance)/ CA Inter.
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    • 5–8 years of relevant experience in real estate, investment banking, NBFC, or corporate finance roles.
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    • Prior exposure to fundraising, investor relations, or project finance is highly desirable.
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Fundamental Skills:


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  • Financial modelling
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  • MS Excel
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  • MIS reporting
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  • Cash flow forecasting
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  • Investor relations
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