Job Title: Financial cum Business Analyst Department: Finance & Strategy Location: In office, JanakPuri, New Delhi Reporting to: Senior Financial Advisor / Director - Strategy & Fundraising Experience Required: 1–4 years (preferably in finance, consulting, or fundraising domains) About Scalex Solutions Scalex Solutions is India’s leading growth consulting and fundraising advisory firm for MSMES (₹5Cr+ turnover). We provide customised consulting on Branding, Marketing, Sales, Finance, Systems, Team Building, and Cash Flow Management and assist businesses in raising funds via Banks/NBFCS, Equity Funding, SME IPOS, and Mainboard IPOS. We are expanding our team to bring in smart financial and strategic minds who can help diagnose businesses and prepare winning strategies for growth and funding. Role Objective To act as the strategic finance partner during the sales process: Understand the business, industry, and financial standing of prospects. Perform deep research, financial analysis, and strategic modelling. Recommend the best-fit solutions—either growth consulting, fundraising, or a combination—that align with the client’s goals and Scalex’s offerings. This hybrid Finance + Strategy consulting role supports sales closure and strategy development. Key Responsibilities 1. Client Discovery & Diagnosis (Pre-Sales Stage) Join live discovery and consultation calls with the Senior Sales Closure Expert. Ask relevant questions to understand the prospect’s business model, growth stage, revenue model, margins, operations, and team structure. Analyse client problems, funding needs, and scalability challenges. 2. Industry & Competitor Research Conduct secondary research on the prospect’s industry, market trends, valuation benchmarks, funding trends, and competitive landscape. Prepare Industry Analysis reports or Summary Briefs for internal decision-making. 3. Financial Statement Analysis Review the prospect’s balance sheets, profit and loss statements, cash flow statements, GST returns, Financial Models and bank statements (if available). Identify financial red flags, strengths, weaknesses, and funding eligibility. 4. Strategic Recommendation Building Based on the diagnosis, recommend: Growth Consulting: If operational, sales, or system scaling is the priority. Debt Fundraising: If cash flow is manageable and security/assets are available. Equity Fundraising: If high scalability with valuation potential is visible. SME IPO/Mainboard IPO: If eligibility and growth benchmarks are met. Present clear reasoning internally to help the Sales Expert in client persuasion. 5. Proposal and Strategy Note Preparation Draft initial solution proposals, scope of work (SOW), and strategic notes to support mandate signing. Highlight expected outcomes, indicative costs, timelines, and deliverables. 6. Cross-functional Collaboration Work closely with the Sales Closure Team, the Project Coordination Team, the Fundraising Team, and Senior Financial Experts. Hand over a complete client summary post-closure to project execution teams for faster onboarding. Required Skills and Experience Bachelor's degree in Finance, Commerce, Business Administration 1 to 4 years of experience in Business Analysis, Financial Analysis, Fundraising Advisory, or MSME Consulting. Strong analytical skills: ability to interpret financial data, industry reports, and business models. Excellent research capabilities (using tools like Tracxn, Crunchbase, Industry Research reports, etc.). Strategic thinking ability with client-centric solution building. Comfortable with CRM tools, Google Suite (Sheets, Docs, Slides), and Reporting tools. Good communication skills: ability to present complex findings in a simple, clear manner. Show more Show less