54 Fund Planning Jobs

Working capital management to maintain liquidity. Optimize working capital and cash utilization, evaluate investment opportunities for surplus funds.Manage debt requirements,negotiate favorable terms with banks, oversee foreign currency exposure. Required Candidate profile Qualified CA with treasury management operations working at corporate level. Rich analytical abilities especially wrt the fund flows, investments, hedge funding. SAP knowledge must.exposure.

responsible for strategic planning, compliance, and treasury management.Overseeing statutory compliance, audits, and reporng to management & regulators.financial forecasng and budgting Required Candidate profile CA/CA-inter + 10 year experience Fund Sourcing & Treasury Management/Direct & Indirect Taxaon, GST, TDS, ROC Compliance/Finalization of Financial Statements

Responsibilities: * Oversee financial operations from budget creation to tax compliance. * Manage cash flow, fund planning & GST filings. * Ensure accurate TDS reconciliations & billing management. Health insurance

You will be responsible for monitoring and managing daily cash flows and forecasts to ensure optimal liquidity for meeting operational and capital requirements. Your duties will include coordinating with internal departments for fund planning and utilization, managing banking relationships, and negotiating terms for credit facilities. You will also be handling bank documentation, account maintenance, and ensuring KYC compliance. Preparing and processing documentation for Letters of Credit (LC) and Bank Guarantees (BG) will be part of your role, along with coordinating with banks and vendors for issuance, amendments, and closures. It will be essential for you to ensure compliance with contractual and regulatory requirements, including adherence to RBI and FEMA regulations in all treasury activities. Additionally, you will be responsible for preparing and filing necessary reports and documentation with regulatory bodies and liaising with auditors and consultants for treasury-related audits and filings. Operating and maintaining treasury functions within SAP, supporting automation and process improvements in cash and treasury management, and ensuring accurate and timely reconciliation of bank and treasury accounts will also be part of your tasks. You will be expected to prepare MIS reports, dashboards, and treasury analytics for management, analyze cash flow trends, interest costs, and investment performance, and assist in budgeting and forecasting treasury-related metrics. Identifying and assessing foreign exchange exposures arising from imports, exports, and borrowings, developing and executing hedging strategies using forwards, options, and other instruments, and monitoring market trends and currency movements to optimize hedging decisions will be crucial aspects of your role. Maintaining documentation and compliance for all hedging activities, liaising with credit rating agencies for periodic reviews and assessments, and preparing and submitting required financial and operational data will also be part of your responsibilities. Supporting management in maintaining or improving the company's credit rating, coordinating with internal teams and external auditors for periodic stock audits, ensuring accuracy and completeness of inventory records, addressing discrepancies, and implementing corrective actions will be essential tasks. You will also be responsible for internal control and process audit, ensuring compliance with various statutes applicable to the company.,

Job Summary 1520 years in equity fund management, preferably in AIF structures with end-to-end responsibility for portfolio construction and client-facing outputs Job Description 1. Portfolio Management & Construction Develop, execute, and monitor long-term investment strategies across equity and alternative-oriented CAD-II AIF portfolios. Construct portfolios blending top-down macro insights with bottom-up stock/deal selection. Design exit strategies aligned with fund mandate, liquidity considerations, and regulatory norms. Ensure portfolio alignment with fund mandates, risk-return objectives, and SEBI AIF guidelines. 2. Research Integration & Decision-Making Integrate proprietary, sectoral, and third-party research into investment decisions. Collaborate with analysts and sector specialists to evaluate private and listed opportunities. Maintain a forward-looking investment pipeline consistent with the CAD-II mandate, including unlisted and illiquid assets. Conduct rigorous due diligence and deal structuring for private equity-style investments. 3. Performance Tracking & Optimization Monitor portfolio performance against defined fund objectives and investor commitments. Attribute performance across listed, unlisted, and sector allocations with a long-term orientation. Recommend portfolio rebalancing and capital deployment strategies where required. 4. Investor Reporting & Communication Deliver transparent investor communication through webinars, portfolio reviews, and strategy notes. Provide detailed rationales for investments, valuations, and exit strategies. Support client-facing teams with structured presentations and performance reports. 5. Regulatory & Operational Compliance Ensure strict adherence to SEBI AIF Regulations, CAD-II norms, and internal investment policies. Maintain updated documentation on fund strategy, asset valuation, and compliance records. Coordinate with compliance, legal, and risk teams for periodic audits and reporting. 6. Technology & Analytics Enablement Leverage Bloomberg, valuation models, MIS dashboards, and Excel-based tools for investment decision support. Apply private equity-style valuation methods (DCF, NAV-based, third-party appraisals). Promote automation, audit trails, and workflow integrity in fund operations.

Expert in Investment Analysis & Regular accounting of the same, developing investment strategies, managing client portfolios, leading teams to achieve financial and investment goals

JOB DESCRIPTION Job title: Manager-Individual Fundraising/ Acquisition Department Marketing & Resource Mobilisation Based in Bangalore/ Hyderabad/ Mumbai Reporting to Head - IFR Level of Contact with Children: 2 (Sporadic or occasional contact with children) The position holder shall be responsible to adhere & work within the ambit of Plan Indias Safeguarding Policy & Gender Equality Policy. ABOUT PLAN INDIA Plan International (India Chapter), also referred to as Plan India, is an Indian registered not-for-profit organization that is constantly striving to advance welfare and development for children and equality for all girls and women in India. Through its grassroots social development work, Plan India seeks to create lasting impact in the lives of poor and vulnerable children, their families and communities, by gender transformative child-centered community development. Since 1996, Plan India has improved the lives of millions of children and young people by enabling them to access and benefit from the safety nets and schemes of the government for child protection, quality education and healthcare services, healthy environment, livelihood opportunities and participation in community development. To know more about Plan India, visit www.planindia.org SUMMARY OF THE OVERALL JOB Fundraising Manager will be responsible for the ongoing implementation, oversight and management of our in-house face to face fundraising team, to achieve set income and growth targets around donor acquisition, retention and quality. Position holder will also be responsible for developing and implementing fundraising strategies for the organization to support its welfare projects. The post holder will be responsible will be responsible for the project management of a range of donor acquisition activities, with a focus on recruiting new regular giving and cash supporters, across a variety of channels - including Door to Door, Private Sites, Lotteries, Direct Mail etc KEY FUNCTIONS / RESPONSIBILITIES Providing leadership and guidance to the individual fundraising team in developing core and technical competencies through training and developing staff skills, capabilities, and capacities. To achieve the assigned Targets of 2.5 Cr from one city. To closed 4 corporate permissions at probono monthly. To support the team on performing daily targets on field. 100% disciplined and attendance to set an example for the team To achieve minimum 80% of annual targets To take care of ROI and maintain the business at cost of 50% Developing robust and ambitious income and expenditure budgets (including global investment funds) and clear action plans to ensure delivery on, or ahead of, target. A Strengthening support/operational systems and mechanisms that underpin the delivery of Plan India's strategic objectives for individual fundraising. Lead the long-term strategic planning, development, and implementation of individual fundraising activities within the country in order to optimize fundraising and revenue potential with a key focus on optimizing and developing pledge acquisition channels. Provide leadership, management, and oversight for the Individual fundraising team (and to ensure the implementation of the strategic plan for individual donors, including in terms of vision, strategic focus, and planning. . Develop, monitor and manage the Acquisition budget in line with objectives and KPIs, reporting to the Head IFR on income and expenditure and highlighting variances in a timely manner and in line with budget timescales. Monitor monthly income and expenditure across the Acquisition programme, making sure information is accurate and reconciled where necessary. Update Acquisition reports using key metrics and KPIs as agreed with the Individual Giving Manager. Monitor and evaluate all acquisition activity and make recommendations to improve future activity and feed into longer term strategic plans. Manage the face-to-face. Build and develop successful partnerships with external suppliers and manage their performance. Develop training materials in order to deliver engaging and motivating training to our agency fundraisers. Work with external creative agencies/freelancers as well as our Communications team to produce engaging recruitment and welcome materials. Work closely with the database and operation teams to ensure that all data and income generated through acquisition activity is recorded in an accurate and timely manner. To recruit and build a team of 12-15 people. Conduct daily Meeting and Training on a daily basis. EDUCATION AND EXPERIENCE 6-8 years of relevant and progressively responsible professional work experience in managing an individual donor fundraising programme together with a proven track record in driving income growth; equivalent direct marketing experience in a commercial context will be considered as a qualifying experience. University degree in Business Administration, Marketing, Communications, Fundraising, or a related field Significant experience in managing teams to deliver on financial outcomes. Knowledge of, and experience in, India is an advantage, as is knowledge of, and experience in, other emerging economies, as well as experience of working in international organizations.

Role & responsibilities 1.Platform & Operational Leadership 2.P&L and Financial Management 3.Portfolio Management & Investor Support 4 Investor Relations & Capital Strategy 5.Program Management & New Initiative Development 6.Ecosystem Engagement & Representation 7.Team Building & Culture Preferred candidate profile Must-Haves • 12-15 years in leadership roles across funds, accelerators, or venture-backed health/tech startups • Hands-on operator with experience in venture building, P&L management, stakeholder engagement, and cross-functional execution • Exposure to portfolio management, startup fundraising, and investor communications • Strong understanding of the healthcare or life sciences ecosystem (or demonstrated ability to learn deeply and quickly) • MBA from a Tier 1 Business School (India or Global) • Exceptional communication and presentation skills ability to craft compelling presentations, lead high-stakes meetings • Executive presence, global outlook, and stakeholder fluency Preferred • Prior experience in a platform role at a venture studio, fund, or innovation-led accelerator • Strong networks across healthcare, medtech, or health-tech investing • Background in consulting, policy, or innovation strategy is a plus • Proven ability to scale operations and manage multi-stakeholder complexity

Job Title: Chief Financial Officer (CFO) Location: Pune About the Role: We are looking for an experienced and visionary CFO to lead our financial strategy, investor relations, and fund-raising activities. The role is critical in shaping the companys growth journey by ensuring access to capital, strengthening investor confidence, and maintaining financial discipline. As a member of the leadership team, the CFO will work closely with the CEO, Board, and investors to drive scale, profitability, and long-term sustainability. Key Responsibilities: Investor Relations & Fund Raising Build and maintain strong relationships with investors, private equity/VC funds, merchant bankers, and financial institutions. Lead equity and debt fund-raising initiatives to support business expansion. Prepare and deliver investor presentations, business cases, and financial models. Negotiate with banks, funds, and rating agencies for optimal cost of capital. Ensure transparent, consistent, and timely communication with investors and stakeholders. Strategic Financial Leadership Drive financial planning, forecasting, and budgeting aligned with company growth plans. Provide financial insights and recommendations for strategic decisions, M&A opportunities, and new business initiatives. Partner with the CEO and Board in long-term business planning and scaling the company. Treasury & Cash Flow Management Ensure healthy liquidity and effective treasury management. Optimize working capital, investments, and cost of borrowing. Oversee banking and treasury relationships. Compliance, Risk & Governance Ensure adherence to all statutory, taxation, and regulatory requirements (SEBI, RBI, ROC, etc.). Build a strong governance framework and maintain high standards of financial compliance. Establish risk management systems to safeguard assets and mitigate financial risks. Financial Operations & Reporting Oversee preparation of financial statements, MIS, and Board reports. Ensure accuracy, transparency, and timeliness of financial reporting. Drive process improvements, automation, and adoption of best practices in finance systems. Qualifications & Experience: Chartered Accountant (CA) with 12+ years of post-qualification experience in senior finance roles (CFO / Deputy CFO / Treasury Head / Financial Controller). Strong expertise in fund-raising, investor relations, and capital markets . Experience in financial services / fintech industry preferred. Additional qualifications (MBA Finance / CFA / ICWA / CS) will be an advantage. Excellent leadership, communication, and negotiation skills. Track record of managing investor relationships and raising significant equity/debt capital.

Develop and implement financial strategies to achieve business objectives Oversee financial operations, including budgeting, forecasting, and financial reporting Ensure accurate and timely financial reporting, compliance with regulatory requirements Required Candidate profile Provide financial insights and analysis to support business decisions. Lead and manage the finance team, providing guidance, training, and development opportunities.

Develop and implement financial strategies to achieve business objectives Oversee financial operations, including budgeting, forecasting, and financial reporting Ensure accurate and timely financial reporting, compliance with regulatory requirements Required Candidate profile Provide financial insights and analysis to support business decisions. Lead and manage the finance team, providing guidance, training, and development opportunities.

CA with 20 yrs + exp in Treasury,Treasury Management,Corporate Finance Mgt,Fund Raising,Debt Management,Working Capital Management,Bank Guarantee Management, cash flow, Project Finance, forex,LC,BG, Buyers Credit in INFRA/ENG CONSTRUCTION/EPC/POWER

Primary Healthtech (Mobilab) an award-winning MedTech startup revolutionizing portable diagnostics is seeking a seasoned Finance Head to lead projections, accounting, compliance, and investor relations in a high-growth, multi-product environment. Key Responsibilities Financial Planning & Projections : Build 35-year models, unit economics, cash flow, and scenario planning Fundraising Support : Lead due diligence, investor documentation, utilization tracking, term sheet/SHA coordination Accounting & Controls : Oversee books, compliance (GST, TDS, PF), audits, reimbursements, and payroll Legal & Governance : Coordinate on MoUs, contracts, regulatory (CDSCO, ISO, MCA) and grant reporting (BIRAC, TDB) Investor & MIS Reporting : Drive monthly dashboards, board presentations, financial KPIs Budgeting & Approvals : Operate budgeting systems, cost control, procurement approvals Cross-Functional Partner : Enable finance alignment across sales, R&D, HR, and operations Profile Were Looking For 5–8 years in Finance, ideally in startups/MedTech/healthcare Strong in FP&A, compliance, legal, accounting tools (Tally, Zoho, QuickBooks) CA / MBA Finance / CFA preferred Experience with equity, grant, and debt fundraising desirable Why Join Us? Make real-world impact in affordable healthcare innovation Collaborate with IITs, AIIMS, Army, and global partners Be part of the core leadership team with ESOPs & growth potential

We are hiring for one of the leading and reputed logistics company. Position- Sr Manager AGM F&A Experience - 8+ Years in Treasury. Preference for candidates currently working in Treasury. The candidates core expertise should be in Treasury. Preferred candidate profile - CA or MBA Finance (minimum exp 8 years) Roll and Responsibilities- Taking care of banks TL & WC documentation, payments, cash flows projections and management. liasioning with banks, arranging interest accrual entries for ICDs and bank interest on monthly basis. Operations of NBFC, co-ordinate with private equity investors, Cost sheets for participation in tenders, execution of loan documents as per requirement, projections for enterprise valuation, insurance management of key policies of the company. SECONDARY RESPONSIBILITES OF THE ROLE - Supervise employee reimbursement & related reports, vendor payments, daily cash flow management. Technical Skills- SAP and Excel experience must.

Fundraising

You will be responsible for managing the Books of Accounts of the Campus in accordance with the Statute. This includes ensuring proper booking of Revenue and capital expenditure as per accounting norms, compliance with all Accounting standards, guidelines, and SOPs, and maintaining internal control effectiveness in processes and activities. You will also be tasked with organizing Capital Budgeting & Revenue Budgeting/Monitoring/Reporting of the Campus, meeting all Reporting requirements internal to the Campus/Institute MIS. This involves monthly/regular reporting, ensuring proper budget control to manage expenses within the sanctioned budget, providing timely MIS inputs, striving for useful and effective reporting, and implementing adequate internal controls. In addition, you will need to manage and control Banking & fund-related activities of the Campus and oversee the entire investment activities of funds of BITS Pilani. This includes proper Fund Planning to prevent interest loss, Bank Reconciliation, and other banking activities. Another aspect of your role will be to secure the Assets against perils by managing adequate insurance covers for all assets of the Institute, including personnel and cash Insurance. You will be responsible for maintaining up-to-date registers of buildings, land, equipment, and machinery, conducting regular stock taking of equipment and consumable materials, ensuring regular/periodical risk coverage reporting, and identifying and reporting all possible risks to be covered. Furthermore, you will need to coordinate with BITS Pilani Campus for the finalization of Financial Statements, have the account of the campus audited regularly, and plan, organize, and coordinate requirements for the smooth and effective finalization of the Financial Statements. Your role will also involve harnessing ERP most effectively to meet the Institute's needs, including playing a key role in the implementation of the ERP Finance Module for AFS. Preferred qualifications for this position include being a Chartered Accountant with 4 to 5 years of experience or a CA Inter with 10 to 12 years of experience.,

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.