Senior Financial Planner

1 day ago


Thrissur, Kerala, India beBeeFinance Full time ₹ 15,70,000 - ₹ 25,15,000

Job Overview

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

Main Responsibilities

  • Financial Planning & Analysis:
    • 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.
  • Fundraising Support:
    • Assist in preparing fundraising documentation including financial models, pitch decks, and information memorandums.
    • Support due diligence processes by coordinating with bankers, investors, and legal advisors.
    • Ensure timely preparation of quarterly investor presentations with accurate financial and operational updates.
  • 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.

Key Qualifications

  • Strong proficiency in MS Excel (advanced functions, financial modeling, scenario building).
  • Experience in preparing financial reports, budgets, and variance analysis.
  • Knowledge of fundraising processes, fundraising 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.


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