
Strategic Financial Planner
19 hours ago
About the Role:
This role will drive strategic financial planning, manage debt fundraising, and deliver actionable insights through data-driven decision-making.
The ideal candidate will work closely with finance leadership and cross-functional teams to support business growth.
Key Responsibilities:
- Prepare budgets, forecasts, and track performance against financial plans.
- Support business teams with financial insights and data-driven decision-making.
- Perform variance analysis and identify cost optimization opportunities.
- Support end-to-end process for raising debt (working capital, term loans).
- Build financial models, manage lender documentation, and coordinate due diligence.
- Maintain ongoing relationships with financial institutions and investors.
- Develop and manage dashboards, monthly MIS reports, and financial review decks.
- Ensure timely and accurate reporting to internal and external stakeholders.
- Drive automation and process improvements in reporting systems.
Requirements:
- CA or MBA (Finance) with 2–6 years of relevant experience in a Mid-sized CA firm or start-up.
- Strong understanding of financial modelling, business performance metrics, and debt instruments.
- Hands-on experience with MIS, budgeting tools, and Excel/Google Sheets.
- Excellent communication and stakeholder management skills.
- Start-up mindset – proactive, agile, and outcome-driven.
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