34 Fund Planning Jobs - Page 2

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.