Strategic Financial Partner

1 day ago

Rajahmundry, Andhra Pradesh, India beBeeTransaction Full time ₹ 1,20,00,000 - ₹ 1,80,00,000

Job Title: Manager – Transaction Advisory Services

Location: Mumbai

Type: Full-Time

About Us

We are a leading Transaction Advisory firm that partners with start-ups and high-growth companies in the early-stage ecosystem. We provide comprehensive Virtual CFO services, valuations, financial & tax due diligence, and tax advisory solutions tailored to the unique needs of founders, investors, and businesses scaling rapidly.

Founded on the vision to simplify financial and regulatory complexities, we deliver investor-grade insights, founder-first guidance, and hands-on execution.

About the Role – Manager, Transaction Advisory

We are looking for a driven and detail-oriented Manager to lead and execute engagements across finance, valuations, due diligence, and tax advisory. The ideal candidate brings both technical expertise and the ability to act as a trusted advisor to founders and investors.

Key Responsibilities

Financial Retainerships

  • Serve as a strategic financial partner to start-ups, overseeing budgeting, MIS reporting, cash flow, and investor communications.
  • Build financial discipline and governance frameworks tailored for scaling businesses.

Valuations

  • Support valuations for fundraises, secondary transfers, and M&A transactions in compliance with the Income Tax Act, FEMA, and the Companies Act.

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.

Qualifications

  • 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.

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