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About the Role :
We are looking for a Portfolio Finance Manager to support investment decisions by evaluating financial, operational, and commercial aspects of potential portfolio companies. The role offers the opportunity to work closely with the investment team in assessing high-growth businesses across multiple sectors.
Key Responsibilities :
Conduct Financial Due Diligence (FDD) for investment opportunities.
Review historical financial statements and assess the quality of earnings, working capital, cash flows, and debt position.
Identify key financial risks, red flags, and value creation opportunities.
Analyse revenue trends, profitability, margins, and financial performance.
Prepare due diligence reports and present key findings to the investment team.
Work closely with founders, management teams, auditors, tax advisors, and legal consultants during transaction execution.
Support deal execution through financial analysis and data validation.
Assist in post-investment monitoring and review of portfolio companies where required.
Preferred Candidate Profile :
Chartered Accountant (CA) with 3–5 years of post-qualification experience.
Prior experience in Financial Due Diligence (FDD), Transaction Advisory Services (TAS), or Forensic Due Diligence.
Candidates from Big 4 or reputed Mid-sized CA Firms will be preferred.
Strong understanding of financial statements, accounting standards, and valuation concepts.
Excellent analytical, report-writing, and stakeholder management skills.
Job ID: 152128477
Skills:
automation, Data Analysis, Negotiation, financial reporting, Forecasting, cost management, Financial Modeling
Skills:
Microsoft Excel, Chartered Accountant CA qualification, Financial analysis, MIS reporting, Business Finance, commercial finance
Skills:
google sheets , Power Bi, Tableau, Excel, Financial Modeling, Forecasting, Budgeting, Variance Analysis, Unit economics, ERP systems, Business operational metrics
Skills:
Zoho, Client Communication, Team Management, Xero, Quickbooks, Financial Reporting, Financial Data Analysis Tools, MIS Reporting
Skills:
Financial Reporting, Budget Management, Tax Compliance, Audit Coordination, Cash Flow, Financial Analysis, regulatory knowledge, Forecasting, Cost Control, Accounting Software