34 Fund Planning Jobs

Recording & maintaining funds accounts.month end closures Prepare capital calls notices of investors based on the cash flow projections of the fund Preparation of financial statements of Funds ,various audit schedules Quarterly reporting to investor Required Candidate profile 2+ years of experience . A Semi Qualified CA or MBA finance from tier 2 institute or post graduate with work experience accounting domain Excellent communication skill A renewable contractual role

Responsibilities: * Lead financial strategy & reporting * Manage budgets & forecasts * Oversee cash flow & working capital * Ensure compliance with regulatory standards * Collaborate on strategic planning initiatives Health insurance Provident fund

Job Details If you are an exceptionally intelligent and highly motivated leader with a proven track record in corporate finance and business strategy, eager to shape the future of premium real estate across Mumbai, this is your opportunity to make a significant impact. In this role, you will drive organizational growth, optimize financial performance and steer market expansion initiatives, while mentoring high-performing team members. As a AGM Corporate Finance & Business Strategy, you will wear multiple hats: Strategic Leadership Lead the development and refinement of the companys business strategy, aligning short-term goals with long-term aspirations to drive sustainable growth and profitability Collaborate with various internal teams and management to identify and implement innovative practices, positioning the organization as a leader in the real estate market Corporate Finance & Financial Excellence Oversee company-wide financial planning and analysis, including forecasting, performance benchmarking, and evaluating efficiency metrics across the entire business Prepare high-level financial models, reports, and presentations for stakeholders, ensuring clarity and actionable insights Evaluate and manage large-scale investment opportunities, conducting in-depth risk analyses and ensuring alignment with organizational goals Investor Relations Develop and maintain robust relationships with prospective investors, presenting compelling business cases through well-crafted updates, presentations, and interaction materials Lead transaction management efforts, including investor discussions, due diligence processes, and negotiations with internal and external stakeholders to support capital-raising and strategic partnerships Business Strategy Drive market expansion initiatives, formulating comprehensive entry strategies for new geographies and ensuring compliance with regional regulations Spearhead initiatives to enhance operational efficiency and competitive positioning, leveraging industry insights and innovative practices Guide the exploration of emerging market trends and opportunities to stay ahead of competitors and maximize organizational impact Leadership & Mentorship Inspire and mentor execution teams, fostering a culture of accountability, innovation, and excellence Act as a trusted advisor to the management team, contributing to organizational transformation and long-term business sustainability Lead organizational initiatives to enhance operational stability, scalability, and efficiency, ensuring readiness for future growth Core Requirements Work experience of 8+ years, in corporate finance, strategy at a Real Estate Developer, or investment management, with significant exposure to the real estate sector Education at a top-tier university/college will be a plus Extreme attention to detail Excellent Excel modelling skills, and ability to handle large data sets Outstanding communication and interpersonal skills Ability to think creatively and support decisions analytically Strong work ethic and discipline Paranoia for organization, timeliness, and optimization Passion for entrepreneurship and top-quality Real Estate

Role & responsibilities Taxation: Calculation of Income Tax, Deduction of TDS on partys bill, GST, and depositing into Central Government account. Checking and Processing of employee expense reimbursement. Checking and Processing of Contractors, sub-contractors and vendors bills Enter in SAP Having a good understanding on Individual (Employees) taxation matters. Passing of Sale, Purchase, Debit Note, and Credit Note. Accounting: Day to day accounting and maintain of ledger accounts. Passing of Sale, Purchase, Debit Note, Credit Note, Journal & Stock entries etc. Checking and Processing of Contractors, sub-contractors and vendors bills. Checking and Processing of employee expense reimbursement. Preparing and maintaining of Stock statement. Preparing cheque for payment and ensuring supporting documents and appropriate authorization have been provided for payments. Determining cash flow requirements with handling petty cash and making payment for cash requirement. Reconciliation of Debtors and Creditors accounts. Preparation of salary sheet Banking: Managing the day to day bank transactions. Maintaining bank balances of various banks on daily basis and ensuring that all issued cheque have been cleared by the bank. Preparing bank reconciliation statement of various banks on daily/monthly basis

Recording & maintaining funds accounts.month end closures Prepare capital calls notices of investors based on the cash flow projections of the fund Preparation of financial statements of Funds ,various audit schedules Quarterly reporting to investor Required Candidate profile 2+ years of experience . A Semi Qualified CA or MBA finance from tier 2 institute or post graduate with work experience accounting domain Excellent communication skill A renewable contractual role

1 Taking care fund planning and management 2 Coordination with Bankers for day to day activities 3 Timely submission of Banking documents 4 Coordination with Bankers for Loans 5 Cash Flow / Fund Flow Location : Santacruz

Responsible for managing company liquidity, banking relationships, and daily cash operations. Supports cash flow forecasting, fund transfers, and treasury reporting while ensuring compliance and optimizing financial efficiency. Role & responsibilities * Monitor and manage daily cash positions * Execute fund transfers and maintain banking platforms * Forecast cash flows and manage liquidity * Coordinate with banks and negotiate services * Ensure compliance with internal controls and regulations Preferred candidate profile * Bachelor's in Finance, Accounting, CA or related field * 25 years of treasury or banking experience * Strong Excel skills; knowledge of TMS and SWIFT a plus * Excellent analytical and communication skills * CTP or CFA preferred

Donor Relationship Management Grant Management & Compliance Monitoring & Reporting Donor Communication & Content Development Prospecting & Research System & Profile Management General Support Required Candidate profile Relevant experience in acquiring :- New Donors Maintaining donor relations & fundraising CSR partnerships grant management in the development sector.

As a Banking and Treasury Manager, you will play a pivotal role in managing the financial interactions between our organization and financial institutions, ensuring smooth treasury operations and effective utilization of banking services. Roles & Responsibilities Coordination with Banker for Procurement of Loans (Term Loan, CC, Etc) Regular follow up with Bankers for Reduction of Interest, Etc works Experience in Loan Sanctions, Disbursements, Etc Preparation of MIS related to Banking Data. Preparation CMA Data for Banks Other Treasury Works Interested candidates are invited to submit their resumes to Nava Jyothi via email at nava.jyothi@sitaramspinners.com WhatsApp @ +918897853143.

Role & responsibilities Funding & Money Markets Daily Fund management, Interbank borrowing via call money, term Money and other Interbank Instruments. Deposit rates strategy with respective Business segment Strengthening and optimizing the Daily Liquidity management and Structural Liquidity management Oversight / Support to other Fund management activities. ALM Analytics skills Develop and implement liquidity risk management model and forecasting of NII Development of robust Internal funds transfer pricing mechanism Active participation with various Business Segment in line with management strategy to achieve Balance Sheet targets Preferred candidate profile

Job Title: Fundraising Manager Function: Sales and Marketing Company: Youth Talent Development Society (YTDS) Location: Kharadi, Pune Industry: NGO / Social Services / Industry Associations Job Summary: We are seeking a dynamic and results-driven Corporate Outreach & Fundraising Professional to lead our corporate fundraising initiatives. The ideal candidate will be responsible for identifying, engaging, and managing relationships with corporate donors, particularly under CSR initiatives. This role requires strong market research capabilities, excellent communication skills, and the ability to develop compelling fundraising materials and proposals. Key Responsibilities: 1. Corporate Donor Identification & Lead Generation l Conduct thorough market research to identify potential corporate donors, primarily through online sources. l Monitor donor websites and CSR portals regularly to identify new opportunities. l Build and maintain a database of potential and existing corporate donors. 2. Fundraising Collateral Development Develop and continuously update a comprehensive toolkit for corporate fundraising, including: l Introductory emails l Corporate pitch decks (summary & detailed) l Presentations and proposals l Compliance checklists and organizational data 3. Proposal & Content Development l Draft compelling concept notes, project briefs, and tailored proposals to engage corporate donors. l Ensure timely submission of all documents and proposals to prospective donors. l Apply creativity and innovation in fundraising strategy and communication. 4. Relationship Management l Nurture and manage long-term relationships with existing corporate donors. l Ensure regular communication and timely reporting to maintain transparency and trust. l Share updates and success stories to reinforce a positive image of the organization. 5. Cross-Functional Coordination & Additional Responsibilities l Collaborate with internal teams (program, finance, communications) to gather relevant data and success metrics for proposals. l Take lead on additional fundraising tasks and strategic initiatives as assigned by management. Key Skills and Competencies: l Strong knowledge of corporate CSR policies and donor engagement l Excellent written and verbal communication skills l Proficiency in creating impactful presentations and proposals l Self-motivated with the ability to meet tight deadlines l Creative and strategic thinking in fundraising approaches l Strong relationship-building and negotiation skills

Role & responsibilities 1. Identify and explore funding opportunities (loans, investors) for company projects and expansions. 2. Develop and manage relationships with financial institutions, investors, and stakeholders. 3. Prepare funding proposals, business cases, and financial models. 4. Collaborate with internal teams (finance, operations) to ensure funding aligns with company goals. 5. Manage funding applications, negotiations, and agreements. Preferred candidate profile 1. Finance, business, or related field experience. 2. Strong networking and communication skills. 3. Financial modeling and proposal writing expertise.

Role & responsibilities Job Summary We are seeking a detail-oriented and experienced Banking and Finance Executive to manage daily, weekly, monthly, and ad-hoc financial and banking operations. The ideal candidate will handle fund planning, reconciliation, statutory payments, reporting, and documentation processes, ensuring smooth financial workflows and compliance with all regulations. Daily Responsibilities: Bank Position Management: Download and consolidate bank account statements. Share bank statements with the team for review. Loan and PDC Tracker Maintenance: Update and maintain loan and post-dated cheque (PDC) trackers. Transfer funds to respective accounts and pass loan entries in Tally. Payment Execution: Execute payment plans and share payment advice with respective accountants. Fund Planning: Prepare fund planning reports. Conduct internal fund transfers and pass related entries. Bank Reconciliation: Reconcile daily bank transactions for all accounts. Weekly Responsibilities: Cash Flow Reporting: Share weekly inflow and outflow statements with projections for the upcoming week. Monthly Responsibilities: Salary Processing: Process salary payments and record entries in Tally. Statutory Payments: Ensure timely payment of TDS, PF, ESIC, PT, and GST on specific government portals. Loan Balance Confirmation: Verify loan balances and update schedules accordingly. Quarterly Responsibilities: Stock and Debt Reporting: Prepare BSS Stock Statements and Book Debt reports. Audit Support: Assist with quarterly audits, ensuring all records are accurate and up to date. Ad-hoc Responsibilities: Director's Online Banking: Manage director-related online banking, credit card payments, and payments for affiliated foundations. Remittance Management: Prepare documents for inward and outward remittances. Upload remittance details to bank portals. Loan Documentation: Handle documentation for loan creation and closure as needed. Skills Proficiency in Tally and advanced Excel skills. Experience in handling banking transactions, fund transfers, and statutory compliance. Ability to manage multiple tasks and meet deadlines efficiently. Key Attributes: Effective communication and teamwork skills. Knowledge of statutory compliance processes (TDS, GST, PF, etc.). Familiarity with banking portals and remittance documentation. Preferred candidate profile

Company: Raheja Universal Pvt. Ltd. Experience: 12+ Years Industry: Real Estate Employment Type: Full Time Education: CA / MBA (Finance) / CFA / Equivalent About Raheja Universal: Raheja Universal Pvt. Ltd. is a premier real estate development company renowned for its iconic residential and commercial projects. We are committed to excellence, innovation, and delivering value to our stakeholders. Role Overview: We are looking for a seasoned professional to lead our banking and treasury operations. The Manager Banking will play a critical role in managing banking relationships, optimizing fund flows, and supporting strategic financial initiatives across our real estate projects. Key Responsibilities: Manage and strengthen relationships with banks and financial institutions Oversee fund raising, loan documentation, and disbursement processes Monitor cash flows, working capital, and treasury operations Negotiate terms for credit facilities, project financing, and structured deals Ensure compliance with banking covenants and regulatory requirements Liaise with internal departments for financial planning and execution Prepare MIS reports and financial dashboards for senior management Support strategic initiatives including mergers, acquisitions, and joint ventures Candidate Profile: Minimum 12 years of experience in banking, treasury, or corporate finance Strong exposure to real estate or infrastructure sectors preferred Proven track record in managing large-scale banking operations and fund raising Excellent negotiation, communication, and analytical skills Proficiency in financial modeling, Excel, and ERP systems Ability to work in a fast-paced, dynamic environment

Greetings from GT Group (gtgroup.in) We are hiring for Treasury Head Role: Treasury Controller (1L PMCA, MBA, ICW, CMA. Banking & Financial Sector CA) Qualification: CA, MBA, ICW, CMA. Banking & Financial Sector Exp: CA - 4 Yrs, MBA, 8-12 Years Location: Chennai Salary: upto 15L PA Job Description: Cash Management: Monitor and manage daily cash positions to ensure liquidity needs are met. Execute funds transfers and oversee cash concentration activities. Develop and implement cash forecasting models. Debt Management: Evaluate financing options and recommend strategies for debt optimization. Monitor debt covenants and ensure compliance. Coordinate debt issuance and repayment activities. Risk Management: Identify and assess financial risks, including interest rate and foreign exchange risks. Develop and implement risk mitigation strategies. Monitor and report on risk exposures to senior management. Investment Management: Manage short-term and long-term investments. Evaluate investment opportunities and risks. Optimize investment portfolios for maximum returns. Bank Relationship Management: Cultivate and maintain relationships with financial institutions. Negotiate banking terms and fees. Stay informed about banking services and products. Financial Reporting : Prepare and analyze treasury-related financial reports. Provide regular reports to senior management and stakeholders. Ensure compliance with accounting standards and regulatory requirements. Compliance: Stay updated on relevant financial regulations and standards. Ensure compliance with internal policies and external regulations. Work with internal and external auditors during financial audits. Technology and Systems: Utilize treasury management systems for efficient cash and risk management. Identify and implement improvements to treasury systems and processes. Collaboration: Collaborate with finance, accounting, and other departments to support overall financial goals. Provide guidance and support on treasury-related matters. Interested candidates can directly mail your resumes to recruitment@gtgroup.in

Lead annual fundraising planning & strategy development in coordination with senior management to meet targets. Identify new income streams Prepare grant proposals, track fundraising efforts, ensure compliance with donor requirements, Required Candidate profile Candidate should have strong Fund Raising exposure in an NGO / Social Services Industry.

Role & Responsibilities- Lead the company's financial strategy, including fundraising, financing, and capital structure Manage and oversee all forecasting, financial trends, and annual budgets to proactively manage the financial viability of the business and achieve P&L objectives. Prepare and manage annual budgets, cash flow projections, and financial planning processes for the organization. Manage and optimize international cash inflows and outflows, ensuring compliance with global financial regulations and efficient capital utilization across geographies Oversee compliance with international finance and accounting regulations across various jurisdictions, especially in countries where the company has active projects or investments Manage cash flow efficiently to meet operational needs, maximize return on investments, and support company liquidity. Liaise with auditors, regulators, financial institutions, and other external stakeholders to ensure smooth financial operations and compliance with applicable laws and standards. Required Skills & Qualifications: Minimum 15 years of progressive experience in the EPC industry , with at least 5 years in a leadership role overseeing financial operations and strategic decision-making. Proven experience in fundraising for EPC companies , including both equity and debt funding . In-depth knowledge of international EPC business and the financial regulations specific to large-scale infrastructure projects, particularly in the solar and water sectors. Expertise in international compliance , managing financial transactions and reporting across multiple jurisdictions. Masters degree in Accounts or Chartered Accountant (CA) with strong financial acumen. Comprehensive understanding of financial principles, accounting practices, and tax regulations, particularly in the context of the EPC and infrastructure sectors. Demonstrated ability to develop and implement financial strategies that drive growth, profitability, and operational efficiency.

3 to 7 years of experience working in the Treasury coupled with in-depth domain / finance knowledge • Collateral management and financing agreements as well as margin methodologies • Experience in securities lending and borrowing as well as optimization of portfolio financing • An understanding of data sources such as Reuters, Bloomberg, Markit etc for Treasury related attributes Strong analytical skills, problem-solving skills and attention to detail • Proven track-record of handling projects and improving processes • Strong interpersonal skills with a collaborative attitude Effective oral/written communications skills • Ability to work under pressure and take on additional operational tasks • Proficient in Microsoft Office applications especially MS Excel • Hands on experience with VBA macros / Python will be a big plus

Responsibilities: Design fundraising add project partners & investors Manage fundraising strategies Develop financial models & proposals Coordinate with stakeholders Monitor funds flow & administer resources Lead fund management & planning Annual bonus Health insurance

Role & responsibilities Manage daily cash flow, forecasting, and reporting to ensure adequate liquidity across all entities. Develop and implement treasury strategies to optimize working capital and reduce financial risk Build supply chain financing solution for suppliers bringing value tooverall ecosystem Monitor and manage debt facilities, interest, and loan covenants Seamless fund management with focused deployment strategies & sharp market insight Maintain and develop strong relationships with banks and financial institutions Coordinating with internal stakeholders for business requirement Partnering with business to add value in new & innovative banking structures & modeling, negotiations, compliance and reporting Execute FX and hedging strategies to manage currency risks Ensure compliance with internal policies and external regulations related to treasury activities Oversee banking administration, including account opening/closure, signatory management, and online banking platforms Collaborate with Accounting and Finance teams to ensure accurate cash accounting and forecasting Assist with investment planning and cash reserve strategies Support internal and external audits related to treasury activities MTM valuation & accounting Bookkeeping & Month end activities SOX compliance & meeting audit requirement Summary dashboard for respective areas Preferred candidate profile Treasury exp with Stakeholder management exp

Responsible for leading the financial strategy of the company, including fundraising, managing investor relations, preparing the company for an IPO, & ensuring strong financial governance. Fundraising & Capital Management Strategic Financial Planning Required Candidate profile This is a strategic role requiring experience in capital markets, real estate finance, & regulatory compliance Strong understanding of real estate finance, REITs, RERA compliance, & project cash flows

Role & responsibilities Planning 1. To plan, execute and strongly supervise Auditing of all Group Companies 2. To effectively involve in Auditing to find out the gaps and strategy to overcome financial losses 3. Assist in formulating the company's future direction and supporting tactical initiatives for growth 4. Monitor and direct the implementation of strategic business plans 5. Develop financial and tax strategies 6. Manage the capital request and budgeting processes 7. Develop performance measures and monitoring systems that support the company's strategic direction Operations 1. Participate in key decisions as a member of the executive Management team 2. Manage the accounting, auditing, investor relations, legal, tax, and treasury departments 3. Oversee the financial operations of subsidiary companies and foreign operations 4. Manage any third parties to which accounting or finance functions have been outsourced 5. Oversee the company's transaction processing systems 6. Implement operational best practices 7. Oversee employee benefit plans, with particular emphasis on maximizing a cost-effective benefits package 8. Supervise acquisition due diligence and negotiate acquisitions financial Information 9. Oversee the issuance of financial information 10. Report financial results to the board of directors Risk Management 1. Understand and mitigate key elements of the company's risk profile 2. Monitor all open legal issues involving the company, and legal issues affecting the industry 3. Construct and monitor reliable control systems 4. Maintain appropriate insurance coverage 5. Ensure that the company complies with all legal and regulatory requirements 6. Ensure that record keeping meets the requirements of auditors and government agencies 7. Report risk issues to the audit committee of the board of directors 8. Maintain relations with external auditors and investigate their findings and recommendations Funding 1. Monitor cash balances and cash forecasts 2. Arrange for debt financing and equity financing 3. Invest funds Third Parties 1. Participate in conference calls with the investment community 2. Maintain banking relationships 3. Represent the company with investment bankers and investors Supervises: Accounts, Audit and Finance Team Preferred candidate profile Should have a high level of written and oral communication skills. Valid experience in Accounts and Finance Preferred from Import/ Export, Manufacturing Co., Engineering or project-based Company Handled Team Married, Well settled female candidate from nearby location will only be preferred

Experience: 7–18 years in core finance roles, preferably in real estate or infrastructure sectors Financial Strategy & Planning Project Financing &; Fundraising Cash Flow &; Working Capital Management Investor Relations & Compliance MIS & Reporting Required Candidate profile The General Manager – Finance will lead strategic and operational finance functions, with a focus on financial planning, project financing, cash flow management, fund raising, and investor relations.

Role & responsibilities Corporate Finance: Debt, Equity, Structured finance for Real Estate Expertise in all types of financial Modelling, forecasting, budgeting, Debt Syndication. To liaison with Bank / NBFC and FIs for fund raising Preparation of Teasers, Information Memorandums, Project Report and Application of banks Preparing Cash Flow / Business plan of company Coordinate with intermediary for Due Diligence (Valuation & Technical DD, Legal DD and Credit Rating) Coordinate with internal teams for compiling data and circulating it to lenders Documentation for proposals, Pre-Disbursement and Post disbursement compliances To develop strategies that work to minimize financial risk to the organization Internal Reporting MIS for the Management, Investors and stakeholders. Project Monitoring: Budget V/s Actuals, Sales price and Profitability RERA Compliance Compiling data required for Quarterly filing of Form 3 Providing data required from Accounts & Finance perspective while applying for RERA certificate for new project Coordinating internally for getting details required for filing of Form 3 Miscellaneous Liasioning with Banks to get Bank Guarantees issued Monitoring Account opening process and Liasioning with Banks to get accounts opened at the earliest Liasioning with Banks to get Subvention schemes and APF for ongoing projects Sale Price analysis and assisting in developing pricing strategies Insurance for projects Preferred candidate profile Experience in Fund Raising, Financial modelling Interested candidates can share their resume on komal.vaidya@inspirarealty.in

Role Sr. Manager / AVP - Treasury Key Result Areas • Responsible for handling activities related to fund arrangement in form of the credit facilities, direct assignment / securitisation deals and review of credit lines and other related tasks. • Preparation of ALM Statements, presentations/deck for management / committee meetings, etc. • Data preparation and sharing for NHB filings, etc. • Tracking of covenants stipulated by lenders. • Preparation of Payout MIS for Direct Assignment deals. • Assisting in back-end activities (like timely debt servicing, proper accounting of treasury related transactions, submission of data/certificates to the lenders, coordination with various auditors, security trustee, etc.) when required. Required Skills • Analytical bend of mind • Proficiency in data analytics • Good communication and presentation skills Qualification CA/ MBA / Post-Graduate