Financial Partner Specialist

6 days ago

Nagpur, Maharashtra, India beBeeStrategic Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Transaction Advisory Role

We are seeking a highly skilled Transaction Advisory professional to join our team.

Key Responsibilities:
  • Financial Partnerships:
    • Act as a strategic financial partner to start-ups, overseeing budgeting, MIS reporting, cash flow, and investor communications.
    • Develop financial discipline and governance frameworks tailored for scaling businesses.
  • Valuations:
    • Support valuations for fundraises, secondary transfers, and M&A transactions in compliance with the Income Tax Act, FEMA, and the Companies Act.
  • Due Diligence:
    • Lead buy-side/sell-side due diligence projects including financial health checks, revenue/margin analysis, working capital assessments, and historical reviews.
  • Tax Advisory:
    • Provide 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 include 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.

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