Financial Planning Specialist

3 days ago

Mysore, Karnataka, India beBeeFinancialPlanning Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Job Overview

A detail-oriented and analytical professional is required to manage financial planning, MIS reporting, fundraising support, and investor presentations at both project and group levels.

Main Responsibilities
  • Prepare project-wise Management Information Systems (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, NBFCs, investors, and legal advisors.
  • Ensure timely preparation of quarterly investor presentations with accurate financial and operational updates.
Key Skills & Qualifications
  • 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.
Requirements
  • 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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