We are seeking a dynamic finance professional to lead our Banking, Investor Relations, and MIS vertical.
The role will involve managing banking credit lines and compliances, preparing and submitting financial documentation, driving investor engagement through performance reporting and presentations, and enabling effective decision-making through internal MIS and analytics.
Key Responsibilities
Banking Credit Management
- Arrange and manage banking credit lines, working capital limits, and term loans
- Prepare and submit CMA data, stock and debtor statements, and financial projections
- Handle renewal, documentation, and compliance with bank covenants and reporting schedules
- Liaise with banks to secure favorable terms, manage relationships, and support audits
Investor Relations
- Manage relationships with existing and potential investors (equity and debt)
- Prepare and deliver investor presentations, pitch decks, and quarterly performance reports
- Ensure timely and transparent communication of business performance and financial results
- Support in investor meetings, due diligence, fundraising documentation, and follow-ups
MIS Strategic Reporting
- Design and publish monthly, quarterly, and annual MIS reports for internal stakeholders
- Track and analyse business KPIs, financial trends, cash flows, and working capital metrics
- Assist in budgeting, forecasting, and strategic planning
- Build financial dashboards for leadership decision-making
Key Skills
- CA / MBA (Finance) with 510 years of relevant experience in manufacturing or capital-intensive sectors
- Strong command over banking processes, credit assessment, and financial documentation
- Hands-on experience with investor management, presentations, and fundraising support
- Solid understanding of MIS, reporting tools, and financial analytics
- Excellent communication and stakeholder management skills
- Proficiency in Excel, PowerPoint, and ERP/BI systems is preferred
This job is provided by Shine.com