Financial Strategist

9 hours ago

Malappuram, Kerala, India beBeeStrategic Full time ₹ 20,00,000 - ₹ 25,00,000
Expert Financial Lead Sought

We are seeking a highly skilled financial leader to spearhead and execute strategic engagements across finance, valuations, due diligence, and tax advisory services for rapidly scaling businesses.

The ideal candidate will bring both technical expertise and the ability to act as a trusted advisor to founders and investors, providing comprehensive virtual CFO services, valuations, financial & tax due diligence, and tax advisory solutions tailored to their unique needs.

Key Responsibilities
  • Financial Strategy
    • Develop and implement effective financial strategies, including budgeting, MIS reporting, cash flow management, and investor communications.
    • Build strong financial discipline and governance frameworks tailored for high-growth businesses.
  • Valuations & Due Diligence
    • Lead buy-side/sell-side due diligence projects, including financial health checks, revenue/margin analysis, working capital assessments, and historical reviews.
    • Support valuations for fundraises, secondary transfers, and M&A transactions in compliance with relevant laws and regulations.
  • Tax Advisory
    • Provide expert 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.

This role requires a deep understanding of financial strategy, valuation, and tax advisory services. If you have a passion for helping businesses scale and thrive, we encourage you to apply.

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