Financial Transaction Advisor

14 hours ago

Mount Abu, Rajasthan, India beBeeTransaction Full time ₹ 12,24,000 - ₹ 16,48,000
Job Title:

We are seeking a highly skilled Financial Transaction Advisor to lead and execute engagements across finance, valuations, due diligence, and tax advisory.

The ideal candidate brings both technical expertise and the ability to act as a trusted advisor to founders and investors.

About the Role

As a Financial Transaction Advisor, you will be working closely with entrepreneurs and investors to drive growth and success.

Key Responsibilities
  • Financial Retainerships
    • 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.
  • Valuations
    • Support valuations for fundraises, secondary transfers, and M&A transactions in compliance with taxation laws.
  • 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, and exits.
  • Client Management & Team Leadership
    • Manage multiple client engagements with professionalism and responsiveness.
    • Mentor junior colleagues and ensure high-quality deliverables.
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.
  • Prior experience working with start-ups or within the start-up ecosystem is highly preferred.

As a trusted advisor, you will have the opportunity to work closely with entrepreneurs and investors to drive growth and success. If you have a strong background in transaction advisory, excellent communication skills, and an entrepreneurial mindset, we encourage you to apply for this role.

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