Financial Planning Specialist

1 day ago

Dindigul, Tamil Nadu, India beBeeFinancial Full time ₹ 17,50,000 - ₹ 21,50,000
Finance Manager

We are seeking a detail-oriented and analytical Finance Manager to manage financial planning, MIS reporting, fundraising support, and investor presentations at both project and group levels. This role requires a strong foundation in financial modelling, fund-raising documentation, and compliance, along with the ability to prepare and present information clearly to management and investors.

Key Responsibilities include:

  • Prepare project-wise Management Information Systems (MIS) covering sales, collections, costs, and profitability.
  • Develop and maintain company-wise and group-level MIS for consolidated reporting.
  • Budgeting, variance analysis, and continuous monitoring of revenue and expenses.
  • Support management with cash flow forecasts and scenario analysis.

Fundraising & Investor Relations:

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

Financial Planning & Analysis (FP&A):

  • 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.

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.

Required Skills & Qualifications:

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

Qualifications:

  • MBA (Finance)/ CA Inter.
  • 5–8 years of relevant experience in real estate, investment banking, NBFC, or corporate finance roles.
  • Prior exposure to fundraising, investor relations, or project finance is highly desirable.

  • Financial Planning Specialist

    5 days ago

    Dindigul, Tamil Nadu, India beBeeInvestmentCounsellor Full time ₹ 12,00,000 - ₹ 20,00,000

    Job Title: Investment CounsellorWe are seeking a highly skilled and experienced Investment Counsellor to join our team.About the Role:The Investment Counsellor will play a crucial role in providing personalized investment and financial planning services to clients. This position involves assessing clients' financial needs, developing tailored investment...

  • Financial Planning Expert

    4 days ago

    Dindigul, Tamil Nadu, India beBeeFinancialPlanning Full time ₹ 43,20,000 - ₹ 72,00,000

    Financial Planning ProfessionalWe have an exciting opportunity for a skilled Financial Planning professional to join our team.The role involves working closely with various departments to gather financial data and insights for informed decision-making.Key Responsibilities:Contribute to the Business Finance and Financial Planning & Analysis (FP&A) domain as...

  • Financial Specialist

    5 days ago

    Dindigul, Tamil Nadu, India beBeeAccountant Full time ₹ 40,00,000 - ₹ 80,00,000

    Financial Specialist Job DescriptionWe are a dynamic organization seeking an experienced Financial Specialist to support our accounting and financial reporting needs. Our team is based in Canada with offices and outsourcing arms in India and Thailand.Key Responsibilities:Hands-on experience in every stage of financial management, including financial...

  • Financial Specialist

    6 days ago

    Dindigul, Tamil Nadu, India beBeeFinancial Full time ₹ 2,00,000 - ₹ 3,00,000

    Job Title:Financial SpecialistAbout the Role:We are seeking a detail-oriented and analytical Financial Specialist to join our team. As a key member of our finance department, you will be responsible for providing financial guidance and support to clients based in Australia.Your primary focus will be on understanding client financial needs and verifying...

  • Financial Specialist

    22 hours ago

    Dindigul, Tamil Nadu, India beBeeFinancial Full time ₹ 8,00,000 - ₹ 12,00,000

    Job Title:A highly skilled finance professional with expertise in accounting, financial analysis, and budgeting is required to join our team as a Financial Specialist.The ideal candidate will have excellent analytical skills, attention to detail, and the ability to work independently in a fast-paced environment.Key Responsibilities:Prepare and analyze...

  • Senior Financial Planning Analyst

    1 day ago

    Dindigul, Tamil Nadu, India beBeeFinancial Full time ₹ 80,00,000 - ₹ 1,00,00,000

    We are seeking a highly skilled and experienced Financial Planning Analyst to join our team. This is a key role that requires strong analytical and problem-solving skills, excellent communication and presentation abilities, and effective leadership and team management skills.">Job DescriptionThe ideal candidate will have a proven track record of managing...

  • Senior Financial Planning Analyst

    5 days ago

    Dindigul, Tamil Nadu, India beBeeFinancial Full time ₹ 17,50,000 - ₹ 25,00,000

    About the RoleWe are seeking a highly skilled Senior Financial Planning and Analysis (FP&A) professional to join our finance team.This is an exciting opportunity to bring your expertise in financial modeling, budgeting, and forecasting to help drive business growth and success.The ideal candidate will have a strong background in FP&A, with experience in...

  • Event Planning Specialist

    22 hours ago

    Dindigul, Tamil Nadu, India beBeeMarketing Full time ₹ 6,00,000 - ₹ 12,00,000

    Event Planning SpecialistWe are seeking a skilled Event Planning Specialist to join our team. As an Event Planning Specialist, you will play a crucial role in coordinating and executing offline marketing campaigns and events across locations.Your primary responsibilities will include:Managing event planning from conceptualization to executionCollaborating...

  • Financial Operations Specialist

    5 days ago

    Dindigul, Tamil Nadu, India beBeeAccountant Full time ₹ 6,00,000 - ₹ 10,00,000

    Job Title: Financial Operations SpecialistOverviewWe are seeking a detail-oriented and experienced property accountant to join our team in the real estate industry. The ideal candidate will have a minimum of 1 year of accounting experience specifically within this field, with proficiency in US/UK accounting software.Key Responsibilities• Prepare and...

  • Strategic Financial Planning and Analysis Leader

    5 days ago

    Dindigul, Tamil Nadu, India beBeeFPAnalyst Full time ₹ 18,00,000 - ₹ 20,00,000

    Financial Planning and Analysis LeadWe are seeking a highly skilled Financial Planning and Analysis professional to join our finance team.This role will play a key part in supporting decision-making across the business through financial analysis, forecasting, and performance reporting.The ideal candidate will be able to build, maintain, and improve financial...