Deputy General Manager - Financial Planning & Analysis - CA

Deputy General Manager - Financial Planning & Analysis

Qualified Chartered Accountant with proven academic record.

Key Deliverables :

a. Financial Planning & Analysis :

i. Annual Planning (Budgetary Control) of Opex, Capex

ii. Actual financial and Operating Performance

iii. Internal MIS and Dash Boards using Digital Tools

iv. Activity based Cost MIS

v. Risk Management

b. Financial Planning and Analysis for Business Portfolio Entities :

i. Work with the Investment team & CFO: Investment and Exit Process

1. Pre-Investment Committee (IC) meeting

2. Due Diligence: Financial, Tax, Legal, etc closure

3. Transaction Closure

4. IC meeting, minutes, approval process,

ii. Monitoring the financial and Operational performance of portfolio companies,

1. Convening Portfolio Review Meetings

2. Monitoring Actions to be taken

3. Ensuring Information flow as per Standard process from portfolio entities

4. Ensuring internal approval process for key decisions w.r.t Business Portfolio entities

iii. Risk assessment

1. Monitoring of sector/category exposure

2. Monitoring of Institutional Clients Investment Caps

3. Business Portfolio Specific Risk

c. Measurement of returns: Portfolio Returns/Fund Returns/Investor Returns

d. Convener of Advisory Board, Investment Committees, Webinars etc