Executive- Financial Planning

5 days ago

Lucknow Uttar Pradesh, India Microsave Consulting Full time

1. Documentation Management:

- Understand the documentation requirements for business development proposals, including Expression of Interest (EOI), Term of Reference (TOR), and Request for Proposal (RFP).
- Evaluate participation criteria and ensure all mandatory documentation requirements are met.
- Oversee the preparation, compilation, and organization of legal and financial documents for proposals.
- Maintain a comprehensive repository of templates, past submissions, and relevant policies for quick reference.

2. Compliance and Accuracy:

- Conduct thorough reviews to identify and rectify discrepancies or errors in documentation.
- Verify financial documents for compliance with internal policies and client requirements, ensuring accuracy and consistency.

3. Stakeholder Coordination:

- Collaborate with various departments to gather necessary information and complete documentation requirements.
- Communicate timelines and documentation needs to all stakeholders to ensure timely and seamless execution.

4. Financial and legal Documentation:

- Prepare financial budgets for proposal submissions under the bidding process.
- Compile and organize financial documents such as budget sheets, compliance certifications, and other essential records for submission to the Business Development team.
- Organize legal and tax documents such as incorporation documents, tax registration documents, and other as applicable

5. Data Management:

- Maintain a centralized database of legal, financial, departmental, and organizational policies.
- Ensure the database is complete, up-to-date, and free of duplicity.

6. Financial Analysis and Reporting:

- Collect, interpret, and review financial information to predict trends and provide actionable insights.
- Produce reports on budgets, proposal submissions, project pipelines, bid analysis, account payables/receivables, and expenses.
- Analyze business challenges and propose innovative financial solutions.
- Provide strategic financial insights to support business development activities.

**Job Types**: Full-time, Permanent

Pay: From ₹600,000.00 per year

**Benefits**:

- Health insurance

Schedule:

- Day shift
- Monday to Friday
- Morning shift

Supplemental Pay:

- Performance bonus

Application Question(s):

- What is your salary expectations?

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

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