Walter Advisors - Manager - Corporate & Financial Advisory - CA

Manager - Corporate Advisory

Department : Corporate Advisory.

Designation : Manager.

Location : Mumbai (on-site).

Job Description : Walter Advisors is seeking a dynamic and skilled Chartered Accountant with 1-3 years of post-qualification experience in debt syndication and financial advisory. The ideal candidate will play a key role in debt syndication, financial advisory, and management consulting activities, assisting clients in achieving their financial goals. The candidate will manage a team of 1-2 members.

Job Responsibilities :

Debt Syndication :

- Prepare all necessary documentation for debt syndication and liaise with banks and financial institutions to secure approval for proposals.

- Engage with clients and their commercial, finance, and accounts teams to gather essential information for conducting debt syndication assignments.

- Cultivate and maintain strong client-bank relationships, overseeing periodic reporting and ensuring clients remain compliant with bank covenants.

- Assist clients in credit rating exercises to enhance their financial standing.

Management Consulting and Financial Advisory :

- Providing external CFO services to clients requiring strategic financial guidance and oversight.

- Offer guidance on financial decision-making for various strategic initiatives, such as expansion via greenfield projects, capital expenditure investments, or other scenarios.

- Advising on effective financial reporting practices to enhance transparency and accountability within organizations.

- Develop and review management information systems (MIS) required by clients, guiding their teams until they can manage independently.

- Ensure compliance with accounting standards and regulatory requirements by providing guidance on financial reporting and disclosure obligations.

Position Requirements :

- Qualified Chartered Accountant (CA) with 1-3 years of post-qualification experience in debt syndication and financial advisory.

- Experience in managing clients with a turnover exceeding Rs. 200 crores in the manufacturing sector.

- Proficient in Excel and PowerPoint skills.

- Strong analytical skills combined with business and commercial acumen.

- Excellent verbal and written communication skills in English.

- Strong knowledge of financial planning and analysis, accounting principles, taxation laws, and regulatory compliance requirements.

- Effective communication and interpersonal skills, with the ability to build trust and rapport with clients and colleagues.

- Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment.