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.