Financial Services Leader

2 days ago

Shimoga, Karnataka, India beBeeProfessional Full time ₹ 2,00,00,000 - ₹ 2,50,00,000
Job Title: Manager – Transaction Advisory Services

We are seeking a driven and detail-oriented Financial Services Professional to lead and execute engagements across finance, valuations, due diligence, and tax advisory.

About the Role:

  • a. Financial Retainerships: Serve as a strategic financial partner to start-ups, overseeing budgeting, MIS reporting, cash flow, and investor communications.
  • b. Valuations: Support valuations for fundraises, secondary transfers, and M&A transactions in compliance with relevant regulations.
  • c. Due Diligence: Lead buy-side/sell-side due diligence projects including financial health checks, revenue/margin analysis, working capital assessments, and historical reviews.
  • d. Tax Advisory: Provide tax structuring advice for business models and transactions, including cross-border setups, holding structures, and exits.
  • e. 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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