Senior Financial Strategist

6 hours ago


Shimoga, Karnataka, India beBeeFinancialPlanning Full time ₹ 18,00,000 - ₹ 20,30,000
Job Overview

We are seeking a highly skilled Financial Planning Analyst to join our team. As a key member of the organization, you will play a critical role in driving financial growth and health.

  • Closure of Books: Ensure timely and accurate closure of the company's books of accounts on a monthly and annual basis.
  • Preparation of MIS: Prepare and review Management Information Systems (MIS) reports, providing insights and recommendations for business decision-making.
  • Regulatory Compliance: Oversee and ensure compliance with key regulations including the Companies Act, Income Tax Act, GST, and other indirect taxes.
  • Process Improvement: Identify areas for process improvements and bring efficiencies in existing financial systems and practices.
  • Financial Planning & Analysis: Assist in the preparation and analysis of financial forecasts, budgets, and strategic financial planning.
  • Preparation of Financial Statements: Assist in the preparation and presentation of the company's financial statements, ensuring accuracy and timely submission.
  • General Finance Support: Assist in various other finance-related activities and projects as needed, working closely with other departments.

To be successful in this role, you should have:

  • Educational Qualifications: Chartered Accountant (CA) or Semi qualified Chartered Accountant (CA)/ MBA-Finance with 2-3 years of post-qualification experience or completed articleship.
  • Experience: Background in accounting, compliance, and financial reporting, exposure to healthcare or startup environments is considered a plus.
  • Knowledge of Regulations: Deep understanding of GAAP, Income Tax Act, Companies Act, and indirect tax regulations.
  • Analytical & Problem-Solving Skills: Strong analytical skills with the ability to provide actionable insights from financial data.
  • Proficiency in Financial Software: Experience with accounting software and ERP systems (Zoho books), along with advanced Excel skills.
  • Interpersonal Skills: Excellent communication and interpersonal skills to work effectively with cross-functional teams, external stakeholders, and senior management.
  • Attention to Detail: A meticulous approach to managing financial records and ensuring accuracy in reporting.


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