Job Description

Finance Support Associate ( CA firm)

Profile insights
Here’s how the job qualifications align with your profile.
Skills

Tally

SAP Finance & Controlling

SAP
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Job details
Here’s how the job details align with your profile.
Pay

₹10,00,000.00 – ₹15,39,301.32 a year
Job type

Permanent

Full-time
 
Location
BKC, Mumbai, Maharashtra
 
Full job description
Activity

Description

Support Staff Can Help With

Preparing lender pitch deck

Preparing information memorandum / project note for approaching lenders

– Drafting base version with inputs
– Formatting and data compilation

Financial Model Preparation

Project cash flow, DSCR, IRR analysis for debt sizing

– Data gathering (cost sheets, phasing, revenue etc.)
– Running sensitivities and version control

Lender Engagement

Initial reach-out, information sharing, ongoing coordination

– Managing email correspondences
– Scheduling meetings/calls
– Logging communications

Data Room Management

Creating and updating data room (for diligence)

– Uploading & tagging documents
– Tracking checklists

Due Diligence Coordination

Coordinating legal, technical, financial DD,

– Following up with consultants and collating deliverables
– Tracking timelines

Sanction Process Support

Coordinating for internal committee notes, queries, final sanction

– Drafting responses to lender queries
– Preparing trackers and comparison tables

Documentation & Disbursement

Reviewing loan agreements, conditions precedent, and tracking drawdowns

– CP checklist monitoring
– Filing documentation
– Lender MIS & disbursement tracking

Refinancing Process

Gathering data from existing loan, preparing refinance case

– Extracting documents, tracking existing facility terms, calculating prepayment amounts

Activity

Description

Support Staff Can Help With

Preparing lender pitch deck

Preparing information memorandum / project note for approaching lenders

– Drafting base version with inputs
– Formatting and data compilation

Financial Model Preparation

Project cash flow, DSCR, IRR analysis for debt sizing

– Data gathering (cost sheets, phasing, revenue etc.)
– Running sensitivities and version control

Lender Engagement

Initial reach-out, information sharing, ongoing coordination

– Managing email correspondences
– Scheduling meetings/calls
– Logging communications

Data Room Management

Creating and updating data room (for diligence)

– Uploading & tagging documents
– Tracking checklists

Due Diligence Coordination

Coordinating legal, technical, financial DD,

– Following up with consultants and collating deliverables
– Tracking timelines

Sanction Process Support

Coordinating for internal committee notes, queries, final sanction

– Drafting responses to lender queries
– Preparing trackers and comparison tables

Documentation & Disbursement

Reviewing loan agreements, conditions precedent, and tracking drawdowns

– CP checklist monitoring
– Filing documentation
– Lender MIS & disbursement tracking

Refinancing Process

Gathering data from existing loan, preparing refinance case

– Extracting documents, tracking existing facility terms, calculating prepayment amounts

Job Types: Full-time, Permanent

Pay: ₹1,000,000.00 – ₹1,539,301.32 per year

Work Location: In person