Financial Analyst - IPO Due Diligence - CA

Company Name: One of the leading Finance sector

Job Position: Financial Analyst

Job Location - Mumbai

Education/Qualification : Qualified CA

Job Responsibilities:

Preparation of P&L, Balance Sheet, Annual Reports etc.

- Building a robust system, to lead and direct the Finance function, to ensure that all income and expenses are monitored and controlled vis-a-vis budget, all financial transactions are treated appropriately, accurate financial information is available to support management decision-making and to ensure that the depository adheres to all regulatory requirements and legislations.

- Responsible for designing and developing strong control systems to safeguard company assets and report accurate financial results.

- Responsible for the administrative, financial and financial risk management operations of the company.

- Responsible for Depository Asset Liability Management and recommending strategies to improve operating margins and liquidity.

- Drafting, Monitoring and Implementation of Budgets

- Preparing required MIS daily/ weekly/ fortnightly/ monthly/ quarterly for seniors.

- Checking of all Vendor Payments, Purchases and provisions.

- Exploring Treasury/Investment options, checking various proposals.

- Checking Direct and Indirect Taxation payments an d other matters, payments and filing of returns, filing of appeals, replying to notices.

- Handling Internal/ IFC/Statutory/ Tax audit/ GST audit/ ISMS/ BCMS etc

Financial Analyst responsible for Initial Public Offering (IPO) activities would primarily focus on analyzing a company's financial health, preparing comprehensive financial documents, and coordinating with various teams to ensure a successful IPO process, including tasks like financial modeling, due diligence, and investor presentations, while providing strategic insights to senior management throughout the IPO journey.

- Develop detailed financial models to project future revenue, profitability, and cash flow for potential IPO scenarios.

- Analyze historical financial data to identify key trends and potential risks for investors.

- Conduct sensitivity analysis to assess the impact of different market conditions on the IPO valuation.

IPO Due Diligence:

- Collaborate with legal and accounting teams to perform thorough due diligence on the company's financial records and operations.

- Identify and address any potential financial risks or issues that could impact the IPO process.

Investor Presentations:

- Prepare comprehensive investor presentations highlighting the company's business model, financial performance, and future growth strategy.

- Coordinate with the management team to deliver compelling presentations to potential investors.

Regulatory Compliance:

- Ensure compliance with all relevant SEC regulations and IPO filing requirements.

- Coordinate with legal counsel to address any regulatory concerns.

Communication and Collaboration:

- Act as a key liaison between the finance team, legal team, investment bankers, and other stakeholders involved in the IPO process.

- Effectively communicate complex financial information to senior management and external parties.

If you are looking for job change and interested for any of the above said position, then please forward your updated CV in word format with necessary details filled in it:

Current Company:

Reporting to whom: (Designation wise)

Team Size:

Total years of experience:

Appraisals due:

Ratings for last 2 yrs (5 being highest)

Current CTC:

Expected CTC:

Notice Period:

Interview Availability:

Reason for Job Change:

Current Location:

If for any reason you are unable to take this opportunity, a small mail to this effect will be highly appreciated along with some references.

Tejashree Masal
Deputy Manager
UpMan Placements Pvt. Ltd
Mobile # +91 9920535040