Financial Operations Manager

4 weeks ago


Mumbai, Maharashtra, India Remotely Talents Full time

About Us


At Remotely Talents, we connect companies with investors through tailored, long-term fundraising strategies. Our focus is on helping clients build financial strategies and prepare for investment across various stages, from pre-seed to Series A funding. We create customized investor packages that extend beyond immediate needs to support clients' growth over five years.


Job Overview


We are seeking an experienced Financial Operations professional with a strong financial background to manage client relations and oversee the creation of investor packages. In this role, you will facilitate client onboarding, refine financial templates, and enhance presentation materials for investor appeal. This position is suited for a hands-on professional who can work independently and thrive in a high-paced, remote environment.


Key Responsibilities



  • Client Engagement: Serve as the main point of contact, set up meetings, and review client-submitted financial documents.
  • Financial Review: Customize and re-engineer client financials for investment pitches, enhancing templates and providing valuable feedback.
  • Package Preparation: Refine client presentations using our proprietary application, covering KYC, KYB, due diligence, and feasibility aspects.
  • Vetting Projects: Collaborate with regional directors to vet and review projects before they reach executive review.
  • Strategic Oversight: Work autonomously to ensure client packages are investment-ready and aligned with investor expectations.

Requirements



  • Experience: 10+ years in finance or related fields, preferably with a focus on client-facing roles.
  • Experience in consultancy.
  • Financial Expertise: Proven track record in financial analysis, feasibility studies, and investment-related consulting.
  • Communication Skills: Excellent English, able to distill complex information into clear, concise, and engaging presentations.
  • Independence: Able to operate autonomously in a remote setup, with strong organizational and entrepreneurial skills.
  • Efficiency Detail-Oriented: Deliver high-quality work efficiently, without overloading clients with unnecessary details.
  • Adaptability: Comfortable working with a globally distributed team, across multiple time zones.

Preferred



  • Background in client management or operations within a small company setting.


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