Financial Reporting Specialist

15 hours ago

Mumbai, Maharashtra, India Neo Wealth and Asset Management Full time ₹ 1,20,000 - ₹ 1,80,000 per year

Role Overview

We are seeking an experienced professional to manage operations related to debt raising from Banks and NBFCs. The role involves end-to-end support in documentation, compliance, covenant tracking, and lender coordination, ensuring smooth execution of borrowing transactions. The candidate should possess strong financial acumen, attention to detail, and the ability to effectively liaise with multiple stakeholders.

Key Responsibilities

  • Manage
    documentation and compliance
    for all borrowings from Banks and NBFCs.
  • Coordinate and liaise
    with lenders for queries, approvals, and information requirements.
  • Track and monitor financial covenants
    and ensure timely reporting to lenders.
  • Prepare, review, and present
    financial and business data
    as required by lenders and management.
  • Handle
    end-to-end backend operations
    related to debt facilities, including renewals, limit monitoring, and drawdowns.
  • Ensure accurate maintenance of records, agreements, and compliance registers.
  • Support management in strategic decision-making by providing insights on debt facilities and obligations.

Desired Candidate Profile

  • CA/MBA
  • Minimum
    5 years of relevant experience
    in debt operations, banking, or NBFC interactions.
  • Strong understanding of
    financial statements
    and business numbers.
  • Excellent knowledge of
    loan documentation, compliance, and covenant monitoring
    .
  • Good communication and stakeholder management skills to deal with banks, NBFCs, and internal teams.

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