Senior Financial Planner

2 weeks ago

Shimoga, Karnataka, India beBeeFundraising Full time ₹ 1,20,00,000 - ₹ 2,25,00,000

Financial Planning Expert

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

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.
  • 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, investors, and legal advisors.
  • Ensure timely preparation of quarterly investor presentations with accurate financial and operational updates.

Financial Planning & Analysis (FP&A)

  • Build and maintain 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.

Required Skills & Competencies

  • Strong proficiency in MS Excel (advanced functions, financial modeling, scenario building).
  • Experience in preparing MIS reports, budgets, and variance analysis.
  • Knowledge of fundraising processes, term sheets, loan documentation, and investor communications.
  • Ability to interpret and work with legal and financial documents.
  • Strong analytical, problem-solving, and presentation skills.
  • Excellent communication and interpersonal skills for investor and management interactions.

Qualifications

  • MBA (Finance)/ CA Inter.
  • 5–8 years of relevant experience in real estate, investment banking, NBFC, or corporate finance roles.
  • Prior exposure to fundraising, investor relations, or project finance is highly desirable.

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