Job Opportunities

Career Opportunities

ValueMentor Infosec Pvt. Ltd.

+919745037742
help@valuementor.com

Financial Analyst – Investor Relations

We are seeking a detail-oriented Financial Analyst with 4–7 years of experience in Financial Analysis to support the Director – Finance in consolidating and presenting financial and business data for investor reporting and strengthening the organisation’s readiness for a future Initial Public Offering (IPO).
The role involves close coordination with Finance, Accounts, Legal, and business teams to prepare accurate, timely, and audit-ready financial models, MIS reports, data, and disclosures for existing and prospective investors and IPO due diligence.
The ideal candidate should have strong financial and analytical skills, excellent attention to detail, the ability to handle confidential information responsibly, and the discipline to meet tight reporting timelines.

Key Responsibilities, Deliverables & Outcomes Investor Data Collation & Reporting:

Collect, consolidate, and validate financial and operational data from various departments (Accounts, Sales, HR, Operations) to prepare periodic investor reports, board packs, and MIS dashboards for the Director – Finance.

IPO Readiness Support: Assist in preparing and organising financial statements, schedules, disclosures, and supporting documentation required for IPO due diligence, in coordination with auditors, legal counsel, merchant bankers, and IPO consultants.

Data Room Management: Build, maintain, and continuously update a well-organised financial/legal data room for investor and IPO due diligence purposes, ensuring version control and confidentiality.

Financial Analysis & MIS: Prepare variance analysis, trend analysis, KPI trackers, and financial models/schedules to support investor queries and management decision-making.

Stakeholder Coordination: Liaise with internal stakeholders (Accounts, CEO Office, Global Leadership team) and external parties (auditors, bankers, consultants) to ensure timely and accurate data flow.

Compliance & Governance: Ensure accuracy, consistency, and confidentiality across all investor and IPO-related documentation; support adherence to applicable listing/regulatory requirements.

Presentation Support: Assist in preparing investor presentations, fact sheets, and Q&A briefs for management and Board meetings.

Process Improvement: Help standardise templates and processes for recurring investor reporting to improve turnaround time and accuracy.

Key Skills

Strong working knowledge of financial statements and accounting concepts (IFRS / applicable local GAAP).
Working knowledge of the IPO process,
due diligence requirements, and stock exchange listing norms is an added advantage.
Advanced MS Excel skills, including financial modelling, data consolidation, and Pivot Tables.
Strong MS PowerPoint skills for preparing presentations and reports.
Hands-on experience with ERP/accounting systems (e.g., SAP, Oracle, Tally, Zoho) for data extraction and reconciliation.
Ability to build and maintain structured, version-controlled data rooms and documentation.

Key Competencies

Intellectual Analysis Skills: Interprets complex financial data and translates it into clear, decision-useful information.
Judgment / Decision Making: Exercises sound judgment while handling sensitive, time-critical investor information.

Interpersonal

Communication – Oral & Written: Prepares clear reports, MIS, and presentations;
communicates effectively with cross-functional and external stakeholders.

Personal

Integrity: Handles confidential investor and IPO-related financial data with the highest standards of honesty and discretion.
Organization / Planning: Manages multiple data requests and reporting deadlines in a structured, timeline-driven manner.

If this opportunity aligns with your career goals, kindly share your updated resume with us at jishnu.v@valuementor.com

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