Portfolio Finance Analyst
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Job Location:
Monthly Salary:
Experience Required:
Posted on:
9 hours ago
Vacancies:
1 Vacancy
Job Summary
Key Responsibilities
1. Financial Due Diligence & Transaction Support
- Assist in financial due diligence for early-stage and growth-stage investments
- Analyze quality of earnings working capital cash flows revenue recognition and key risk areas
- Support transaction closure from a tax and structuring perspective including:
- Review of deal structures (equity CCPS CCDs)
- Tax implications under Income-tax Act FEMA and Companies Act
- Coordinate with external advisors during diligence and closing
2. Valuation & Investment Analysis
- Support valuation exercises under DCF Rule 11UA and other relevant methodologies
- Assist in reviewing valuation reports issued by Merchant Bankers
- Prepare internal valuation support notes for ICs LP reporting and audit purposes
3. Portfolio MIS & Performance Monitoring
- Prepare and review monthly / quarterly MIS for portfolio companies
- Analyze key financial and operating KPIs burn rates runway and budget vs actuals
- Assist in maintaining portfolio dashboards and trackers for senior management
4. Reporting & Presentation
- Prepare high-quality Excel database and PowerPoint presentations for internal and external stakeholders
- Support investor auditor and board-level reporting requirements
Requirements
Education & Qualification
- Chartered Accountant (CA) qualified in the last 12 years
- Schooling from CBSE or ICSE board
Experience
- 12 years of post-qualification experience in:
- Transaction Advisory / Due Diligence
- Audit with exposure to startups funds or PE/VC clients
- Valuation Corporate Finance or Deal Advisory roles
Technical Skills
- Strong understanding of:
- Financial statements and accounting standards
- Taxation fundamentals impacting investments and exits
- Advanced proficiency in Excel (financial models analysis dashboards)
- Strong PowerPoint skills for professional investment-grade presentations
Soft Skills
- Strong written and verbal communication skills
- Ability to work in a fast-paced multi-deal environment
- High attention to detail and strong analytical mindset
Benefits
- Opportunity to be part of Indias largest homegrown VC Team and work along with its portfolio companies
- Direct learning across finance tax valuation and governance
- High-impact role with visibility to investment and leadership teams.
Required Skills:
Financial Record Keeping: Maintain accurate and up-to-date financial records including accounts payable accounts receivable general ledger entries and bank reconciliations. Financial Reporting: Prepare and analyse financial statements balance sheets and cash flow statements on a monthly quarterly and annual basis. Present financial reports (MIS) to management for review. Tax Compliance: Ensure compliance with all tax regulations and prepare necessary documentation and file tax returns such as GST TDS and Income tax on monthly/quarterly basis. Financial Analysis: Conduct thorough analysis of financial data to identify trends variances and opportunities for improvement. Provide recommendations to management based on analysis findings. Payroll Processing: Oversee payroll processing activities including salary calculations tax deductions and statutory compliance. Internal Controls: Implement and maintain internal controls to safeguard company assets and ensure accuracy of financial data. Vendor Management: Manage vendor relationships including invoicing payments and resolving discrepancies.
Required Education:
with CA Inter completed
Company Industry
IT Services and IT Consulting
Key Skills
- Cognos
- Forecasting
- Hyperion
- Microsoft Access
- Pivot tables
- Accounting
- Analysis Skills
- Microsoft Excel
- Financial Analysis
- Financial Modeling
- Budgeting
- Financial Planning
