Assistant Finance Manager

Role & responsibilities

Assistant Finance Executive

Key Responsibilities:

• Prepare detailed

  project reports

  and business proposals for

  bank loans

  and

  investor presentations

  .
• Compile and analyze

  CMA data

  , balance sheets, profit & loss statements, and cash flow statements.
• Assist in

  loan documentation

  , including gathering required documents, coordinating with banks, and responding to any

  queries or objections

  from financial institutions.
• Maintain and organize all financial records and documents required for

  term loans

  ,

  working capital

  , or

  project funding

  .
• Liaise with banks, NBFCs, and other financial institutions for loan processing, sanction, and disbursement.
  
• Support in budgeting, forecasting, and preparing MIS reports as required.
  
• Ensure compliance with regulatory and financial norms during documentation and submissions.
  
• Assist in preparing presentations and financial models for

  investor meetings

  .
• Track status of applications and maintain proper follow-up and communication logs with banks and stakeholders.
  

Requirements:

• Bachelor's degree in Commerce, Finance, Accounting or a related field. (MBA/CA Inter preferred)
  
• 13 years of experience in

  project report preparation

  ,

  loan documentation

  , and

  financial data analysis

  .
• Strong understanding of banking procedures, financial modeling, and CMA data structure.
  
• Excellent proficiency in MS Excel, Tally, and financial software.
  
• Good written and verbal communication skills.
  
• Ability to work under deadlines and manage multiple tasks effectively.
  

Preferred Qualities:

• Experience working with manufacturing/startup companies.
  
• Knowledge of funding processes for MSMEs/startups.
  
• Hands-on experience in communicating with banks and financial consultants.

Preferred candidate profile