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Financial Reporting Specialist

Financial Reporting Specialist

Neo Wealth and Asset ManagementIndia
4 days ago
Job description

Role Overview

We are seeking an experienced professional to manage operations related to debt raising from Banks and NBFCs. The role involves end-to-end support in documentation, compliance, covenant tracking, and lender coordination, ensuring smooth execution of borrowing transactions. The candidate should possess strong financial acumen, attention to detail, and the ability to effectively liaise with multiple stakeholders.

Key Responsibilities

Manage

documentation and compliance

for all borrowings from Banks and NBFCs.

Coordinate and liaise

with lenders for queries, approvals, and information requirements.

Track and monitor financial covenants

and ensure timely reporting to lenders.

Prepare, review, and present

financial and business data

as required by lenders and management.

Handle

end-to-end backend operations

related to debt facilities, including renewals, limit monitoring, and drawdowns.

Ensure accurate maintenance of records, agreements, and compliance registers.

Support management in strategic decision-making by providing insights on debt facilities and obligations.

Desired Candidate Profile

CA / MBA

Minimum

5 years of relevant experience

in debt operations, banking, or NBFC interactions.

Strong understanding of

financial statements

and business numbers.

Excellent knowledge of

loan documentation, compliance, and covenant monitoring .

Good communication and stakeholder management skills to deal with banks, NBFCs, and internal teams.

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Financial Reporting Specialist • India

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