
Strategic Financial Advisor
3 days ago
We are seeking a seasoned financial professional to join our team as a Transaction Advisory Services specialist.
This role will involve serving as a strategic financial partner to start-ups, overseeing budgeting, MIS reporting, cash flow, and investor communications.
- Budgeting and Financial Planning: Develop and implement comprehensive financial plans that drive business growth.
- MIS Reporting and Cash Flow Management: Design and maintain effective MIS reporting systems to track key performance indicators and optimize cash flow management.
The ideal candidate will bring both technical expertise and the ability to act as a trusted advisor to founders and investors. They will have a proven track record in client servicing and team management.
Key Responsibilities:
- Serve as a strategic financial partner to start-ups, overseeing budgeting, MIS reporting, cash flow, and investor communications.
- Build financial discipline and governance frameworks tailored for scaling businesses.
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.
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