Strategic Financial Advisor

1 day ago

Mumbai, Maharashtra, India beBeeProfessional Full time ₹ 7,00,000 - ₹ 12,00,000
Key Accountant Position

Job Title: Transaction Advisory Services Manager (Finance and Tax)

Location: Mumbai

Type: Full-Time

About the Role

We are looking for a skilled manager to lead and execute transactions across finance, valuations, due diligence, and tax advisory. The ideal candidate brings technical expertise and can act as a trusted advisor to clients.

Responsibilities:

  • Financial Retainerships
    • Serve as a strategic financial partner to businesses, overseeing budgeting, MIS reporting, cash flow, and client communications.
    • Build financial discipline and governance frameworks tailored for scaling companies.
  • Valuations
    • Support valuations for fundraises, secondary transfers, and M&A transactions in compliance with relevant laws.
  • Due Diligence
    • Lead buy-side/sell-side due diligence projects including financial health checks, revenue/margin analysis, working capital assessments, and historical reviews.
  • Tax Advisory
    • Provide tax structuring advice for business models and transactions, including cross-border setups, holding structures, ESOPs, and exits.
  • Client Management & Team Leadership
    • Manage multiple client engagements with professionalism and responsiveness.
    • Mentor junior colleagues and ensure high-quality deliverables.

Requirements:

  • 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.

Key Skills:

  • Transaction advisory
  • Financial modeling
  • Valuation principles
  • Accounting standards
  • Taxation laws

What We Offer:

  • A dynamic and challenging work environment
  • Opportunities for professional growth and development
  • A competitive compensation package

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