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Senior Financial Analyst

3 weeks ago

Madurai, Tamil Nadu, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 12,00,000

Job Title: Investment Reporting Specialist

We are seeking an experienced and organized Bookkeeper and Reporting Specialist to work directly with our Director.

This role involves managing reporting, documentation, and internal coordination across multiple verticals – primarily for an investment-focused company.

You'll play a key part in bringing structure to operations, building clean reports, and enabling data-driven decisions at a leadership level.

Key Responsibilities:

  • Create and manage recurring reports across departments/projects
  • Tracking and reporting real estate investments, financial portfolio (bonds) and business expenses
  • Maintain multiple spreadsheets, trackers, and performance documents
  • Organize and structure operational data in a digestible format
  • Track disbursements, vendor payments, and summary sheets
  • Support Director with time-sensitive reports, internal coordination, and documentation
  • Assist in basic financial summaries and reporting

Requirements:

  • Minimum 5 years of experience in reporting, MIS, or coordination roles
  • Qualification - Bachelors in Finance or related field
  • Strong Excel skills (Pivot Tables, VLOOKUP, formulas, multi-sheet management)
  • Experience in working directly with leadership or in small teams is a plus
  • Comfortable handling data across domains
  • Excellent communication and documentation skills
  • Self-motivated and reliable, with the ability to meet deadlines without supervision

Benefits:

  • Direct exposure to business leadership
  • High ownership role in a lean, impactful setup
  • Clean work environment with a long-term growth mindset
  • Competitive salary and visibility within the core team

About Us:

  • We aim to provide customised and tailored investment services to our esteemed clients.