Financial Planning and Analysis Specialist | Startup CA

About Company : This seed-funded clean tech startup creates eco-friendly, biodegradable packaging from crop waste

Job Description :

• Financial Modeling & Analysis : Built dynamic financial models (P&L, cash flow, balance sheet, scenario planning) to support strategic decision-making, budgeting, and forecasting.
• Debt Financing : Assisted in raising debt from lenders by preparing lender-ready financial models, projections, and compliance documentation.
• Fundraising Support : Partnered with management during fundraising rounds; managed investor documentation, compliance checks, and liaised with legal & financial advisors.
• Due Diligence Management : Led financial due diligence as a client representative with Big 4 auditors, ensuring accuracy, data completeness, and timely responses to queries.
• Finance Leadership : Led and mentored the company’s finance team, driving process improvements in reporting, MIS, and working capital management.
• Unit Economics & Strategy : Developed and tracked detailed unit economics, providing insights that shaped pricing, margin improvement, and long-term strategic planning.
• Budgeting & Forecasting : Designed rolling forecasts and annual budgets, monitored variances, and presented financial insights to senior leadership.
• Stakeholder Management : Coordinated with internal teams (sales, operations, product) and external partners (banks, investors, advisors) to ensure alignment on financial objectives.
• Compliance & Governance : Ensured adherence to statutory compliance, investor reporting standards, and internal controls.