27 Fund Planning Jobs

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

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 3–5-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 We’re Looking For 7–12 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

Job Summery: As a Manager treasury you will be responsible for managing the financial and monetary aspects of a business, which includes cash flow, liquidity, funding, and relationships with financial institutions and banks. The person must understand financial markets, the economics of the business, and the associated financial risks. Key Responsibilities: Liquidity Management: Monitor daily cash flow, forecast future needs, and optimize liquidity. Banking Operations & Relationships: Handle bank transactions, maintain strong relationships with banks, negotiate terms, and manage multiple banking partners. Risk Management: Identify and mitigate financial risks (interest rate, credit, currency) and ensure regulatory compliance. Treasury Reporting: Prepare reports on cash positions, investments, and risks; implement tools to enhance reporting. Compliance: Ensure adherence to all treasury-related regulations and stay updated on changes. Qualifications: Bachelor's in Finance/Accounting; CA or equivalent preferred 35 years of treasury/banking experience (1+ year in a managerial role) Strong knowledge of Indian banking regulations Excellent leadership, analytical, and communication skills.

#### **Key Responsibilities** - Develop and implement financial strategies to support business growth. - Oversee budgeting, forecasting, and financial planning. - Ensure compliance with financial regulations and reporting standards. - Manage risk assessment and financial controls. - Lead financial negotiations, investments, and capital management. - Collaborate with senior management to drive profitability and efficiency. #### **Preferred Qualifications & Skills** 20+ years of experience in financial leadership roles. Strong knowledge of financial regulations and compliance. Expertise in financial planning, risk management, and investment strategies. Excellent analytical and decision-making skills. Ability to lead and inspire a finance team. **Preference for retired banking sector professionals OR senior finance executives from large companies looking for a strategic career shift.** #### **Why Join Us?** Be part of a growing and innovative company. Competitive salary and benefits. Opportunity to shape financial strategies and drive success. **Apply Now!** Send your resume to support@svfsoya.com or visit svfsoya.com for more details.

Responsibilities: Oversee financial performance & risk management Ensure compliance with regulatory standards Lead strategic financial planning & analysis Manage budgets & forecasts. Thanks RIGHTCHOICE Annual bonus Provident fund

Role & responsibilities Manage day-to-day accounting and financial operations Ensure timely and accurate compliance with all statutory requirements Maintain and monitor books of accounts using Tally ERP Prepare financial statements, MIS reports, and support budgeting processes Coordinate with internal teams, auditors, and tax consultants Liaise with the companys CA, banks, and financial institutions to secure funding for future expansion and growth plans Handle income tax matters and facilitate audits and assessments Lead and supervise the accounts team Preferred candidate profile - Strong knowledge of Tally ERP & Tally Prime - Sound understanding of Income Tax, GST, TDS, PF, ESI, and other statutory compliances - Experience in financial reporting, budgeting, MIS preparation, and handling audits - Proficiency in MS Excel and accounting software - Excellent analytical, communication, and leadership abilities

Require 1015 years of experience in financial planning, budgeting, compliance, MIS reporting & logistics industry. Strong leadership & analytical skills preferred.

Role Responsibilities Fund Raising • Spearheaded the fund-raising efforts, good relationship with global/domestic /Banks, FIIs. • Leading the fund-raising initiative of the Company to ensure clear visibility of funds/credit limit for ensuring the AUM growth and Cash Flows. • Representing company to Institutional Investors, PE firms, Mutual Funds, Banks, FI, FIIs, Rating Agencies, Debenture Trustees, Registrars, Brokers/intermediaries to ensure that the adequate credit limits are available which has in turn led to development of extensive relationships. • Nurtured and developed extensive relationship with Senior Bank Officials, Mutual Funds Managers / CIOs, FI, FIIs and major local and international Investment Banks. Experience • 9 -14 years of experience in Fund Raising, NBFC candidate will be preferred. Qualification • CA (Preferred) / MBA Key Skills • Strategic - Hands on experience in raising debt from banks/FII/FI and also through Private Placement and Public Issue of NCDs. • Strong relations with Banks and other FIs • A person of proven professional competency and managerial ability at the corporate level • Strong Leadership skills, networking & negotiation skills Communication Skills • Excellent Communication & writing skills Computer Skills • Excellent knowledge of Fund Raising • Excellent knowledge of MS Office, especially Excel • Analytical and conceptual thinking. Logical Ability • Should be able to take decision independently keeping in mind the organizational interest.

To manager overall accounts and finance functions of the real estate business. Should have knowledge and experience of managing arrangement of funds from banks along with strong business acumen.

The Chief Financial Officer (CFO) is responsible for managing the financial actions of the company. This includes overseeing budgeting, forecasting, financial planning and analysis, risk management, compliance, and strategic financial initiatives.

1)Accounts Finalisation, accounting activities & taxation of NBFC Cos, Individual files, real estate companies. 2)ROC & company law related matters. Preparing returns & statutory requirements for above companies. 3)MIS / financial statements Required Candidate profile Knowledge of Tally Prime & MS Office; experience in handling accounts & other related activities of companies engaged in trading of shares & securities, rental assets, tax calculations & fund planning

Financial Planning , analysis , budgeting and cost management Tax planing & compliance Leading the finance & accounts dept Risk management & compliances Leadership & team building &good communication skills Technologies Proficiency & strategic Vision Required Candidate profile -You need a strong knowledge of financial management software. accounting principles and standards. financial reporting regulations. - CA most preferrable -

1. Financial Reporting 2. Financial Management & Fund Planning 3. Costing 4. Auditing (Statutory & Internal) 5. Tax Laws like (Direct Tax, Indirect Tax) 6. Balance Sheet Finalization

Looking for candidate as a Finance manager for a Real estate company in Mumbai western line Candidate must have exp. Cash flow management, Debt syndication, Feasibility, IM's , Teaser and Presentation of project Interested candidate revert back Required Candidate profile Experience in :- *Feasibility *Financial Modelling *Valuation *Cash flow *Debt Syndication * Fund Raising *Financial planning and analysis

Job Description: - Overseeing the financial strategy, planning, and operations of the organization. - Play a critical role in driving the company's financial performance, ensuring compliance with regulatory requirements, and providing strategic guidance to the executive team. - Instrumental in shaping the financial future of the company, particularly in the construction industry, where complex financial management and risk assessment are paramount. Key Responsibilities: Strategic Financial Leadership: - Develop and execute the company's financial strategy in alignment with overall business objectives. - Strategic recommendations to the CEO and board of directors based on financial analysis and projections. - Lead long-term financial planning, including capital structure, investment strategies, and risk management. Financial Reporting and Compliance: - Oversee the preparation and presentation of accurate and timely financial reports, including income statements, balance sheets, and cash flow statements. - Ensure compliance with all financial regulations, accounting standards, and tax laws. - Manage relationships with external auditors, regulatory bodies, and financial institutions. Budgeting and Cost Management: - Lead the annual budgeting process and ensure effective cost control measures are in place. - Monitor project budgets and ensure that all construction projects are delivered within financial constraints. - Identify cost-saving opportunities and efficiency improvements across the organization. Risk Management and Internal Controls: - Establish and maintain robust internal control systems to safeguard company assets. - Assess financial risks and implement mitigation strategies. - Oversee the development and testing of internal controls to ensure compliance with policies and procedures. Stakeholder Management: - Build and maintain strong relationships with key stakeholders, including investors, lenders, and clients. - Communicate financial performance and strategy to stakeholders in a clear and concise manner. - Collaborate with other departments to ensure financial objectives are aligned with operational goals. Team Leadership and Development: - Lead and mentor the finance team, fostering a culture of excellence and continuous improvement. - Ensure the team is equipped with the necessary skills and tools to perform their roles effectively. - Promote professional development and career growth within the finance department. Qualifications: Education: - A Master's degree in Finance, Accounting, or Business Administration (MBA) is mandatory. - Chartered Accountant (CA) qualification is preferred. Experience: - Minimum of 15-20 years of experience in financial management, with at least 8-10 years in a senior leadership role (CFO or equivalent). - Should be from the construction industry . - Proven track record of managing large-scale financial operations and delivering results in a complex, multi-project environment. - Preferably between 40 years to 45 years of age

Position: Manager/Senior Manager - Finance & AccountsLocation: Delhi NCR Company : Saya Homes (Real Estate) Key Responsibilities: Financial Management Oversee the financial operations, budgeting, and forecasting for the company or assigned projects. Prepare, analyse, and present financial statements, cash flow projections, and performance reports. Monitor and manage fund flow, ensuring proper allocation for project needs. Accounts & Compliance Supervise day-to-day accounting functions, including accounts payable, receivables, payroll, and general ledger activities. Ensure compliance with statutory requirements, including GST, TDS, income tax, and other relevant laws. Handle audits (internal and statutory) and maintain a strong internal control system. Real Estate Specific Duties Track project costs, revenue recognition, and profitability, adhering to RERA compliance. Manage real estate-specific tax matters, such as stamp duty, registration, and property taxation. Handle due diligence for property acquisitions, including financial feasibility assessments. Budgeting & Financial Planning Develop and monitor budgets for real estate projects, ensuring alignment with strategic goals. Conduct financial risk assessments and propose mitigation strategies. Support project financing, including liaising with banks, financial institutions, and investors. Team Leadership Manage and mentor the finance & accounts team. Establish performance benchmarks and ensure team alignment with organizational goals. MIS & Reporting Generate timely and accurate MIS reports to aid decision-making. Provide strategic insights to senior management regarding financial performance and market trends. Fundraising Strategy Development : Develop and implement comprehensive fundraising strategies tailored to real estate projects. Identify potential funding sources, including individual investors, institutional investors, private equity, and philanthropic donors. Build and nurture relationships with investors, donors, and funding organizations. Conduct regular communications, including updates on project milestones and financial performance. Organize investor presentations, site tours, and engagement events. Prepare and present detailed fundraising proposals, pitch decks, and financial models. Collaborate with marketing and communications teams to develop compelling campaigns and materials. Drive efforts to secure funding commitments and close investment deals. Chartered Accountant (CA) Experience 15-20 years of experience in finance & accounts, with at least 5-10 years in the real estate sector. Hands-on experience with project accounting, compliance, and real estate-specific financial operations. Technical Skills Proficiency in accounting software (e.g., Tally, Farvision, 4QT). Advanced MS Excel and financial modelling skills (added advantage). Familiarity with RERA guidelines and real estate market dynamics in the Delhi NCR region. Experience in managing large-scale residential or commercial projects. Ability to adapt to fast-paced and dynamic environments. Soft Skills Strong analytical and problem-solving skills. Excellent communication and leadership abilities. Attention to detail and organizational skills. Please mail at hr@sayahomes.in/hrhead@sayahomes.in or connect 9899080388/9811249263

Role & responsibilities Exploring new fundraising avenues (CSR/Institutional/Individual) To cultivate a network of dedicated donors Strategize and successfully execute fundraising campaigns Grant/Proposal Application Relationship management with donors Exploring other collaborations (NGO and other brand tie-ups) and fundraising activities Manage a budget & track whether goals are being met Preferred candidate profile Tech savvy, proficient in MS Office Experience in writing grant proposals Bachelor's degree (or equivalent) in comms, business or related field Competent with Microsoft Office and MIS Ability to work with diversity and multi-disciplinary teams Excellent time-management and organizational skills Outstanding verbal and written communication skills

Role & responsibilities Job Summary: We are seeking a dynamic and experienced Treasury Manager to be part of our company's treasury functions, including cash management, funding, and financial risk management. The ideal candidate will ensure optimal liquidity, manage financial risks, and contribute to strategic financial planning. 1. Cash Management: Monitor daily cash flow and manage cash position. Optimize cash utilization and working capital. Forecast cash requirements and manage liquidity. 2. Risk Management: Identify and assess financial risks related to currency, interest rates, and credit. Develop and implement risk mitigation strategies. 3. Funding & Planning: Manage relationships with banks and financial institutions. Negotiate and arrange funding facilities and financing options. Monitor and manage debt obligations. Provide insights for investment opportunities and capital structure optimization. 5. Compliance and Reporting: Ensure compliance with regulatory requirements and internal policies. Prepare regular treasury reports for senior management. Preferred candidate profile Qualified CA; MBA or relevant certification (CFA, CMA) preferred. 5+ years of experience in treasury management, finance, or related roles. Strong knowledge of financial instruments, cash management, and risk management practices. Excellent analytical and problem-solving skills. Proficiency in financial modelling and treasury management systems. Strong communication and interpersonal skills.