Financial Strategist

4 days ago

Nagpur, Maharashtra, India beBeeFundraiser Full time ₹ 1,00,00,000 - ₹ 2,50,00,000
Finance Director Role

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

The ideal candidate will have a strong foundation in financial modelling, fund-raising documentation, and compliance, along with the ability to prepare and present information clearly to management and investors.

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, NBFCs, 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.

  • Team & Collaboration


• Work closely with project, sales, and operations teams to ensure accuracy of MIS.


• Provide financial insights and support to the leadership team for strategic decisions.


• Coordinate with auditors, consultants, and legal advisors as required.

Required 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.
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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