Finance Support Associate ( CA firm)

Activity

Description

Support Staff Can Help With

Preparing lender pitch deck

Preparing information memorandum / project note for approaching lenders

- Drafting base version with inputs
- Formatting and data compilation

Financial Model Preparation

Project cash flow, DSCR, IRR analysis for debt sizing

- Data gathering (cost sheets, phasing, revenue etc.)
- Running sensitivities and version control

Lender Engagement

Initial reach-out, information sharing, ongoing coordination

- Managing email correspondences
- Scheduling meetings/calls
- Logging communications

Data Room Management

Creating and updating data room (for diligence)

- Uploading & tagging documents
- Tracking checklists

Due Diligence Coordination

Coordinating legal, technical, financial DD,

- Following up with consultants and collating deliverables
- Tracking timelines

Sanction Process Support

Coordinating for internal committee notes, queries, final sanction

- Drafting responses to lender queries
- Preparing trackers and comparison tables

Documentation & Disbursement

Reviewing loan agreements, conditions precedent, and tracking drawdowns

- CP checklist monitoring
- Filing documentation
- Lender MIS & disbursement tracking

Refinancing Process

Gathering data from existing loan, preparing refinance case

- Extracting documents, tracking existing facility terms, calculating prepayment amounts

Activity

Description

Support Staff Can Help With

Preparing lender pitch deck

Preparing information memorandum / project note for approaching lenders

- Drafting base version with inputs
- Formatting and data compilation

Financial Model Preparation

Project cash flow, DSCR, IRR analysis for debt sizing

- Data gathering (cost sheets, phasing, revenue etc.)
- Running sensitivities and version control

Lender Engagement

Initial reach-out, information sharing, ongoing coordination

- Managing email correspondences
- Scheduling meetings/calls
- Logging communications

Data Room Management

Creating and updating data room (for diligence)

- Uploading & tagging documents
- Tracking checklists

Due Diligence Coordination

Coordinating legal, technical, financial DD,

- Following up with consultants and collating deliverables
- Tracking timelines

Sanction Process Support

Coordinating for internal committee notes, queries, final sanction

- Drafting responses to lender queries
- Preparing trackers and comparison tables

Documentation & Disbursement

Reviewing loan agreements, conditions precedent, and tracking drawdowns

- CP checklist monitoring
- Filing documentation
- Lender MIS & disbursement tracking

Refinancing Process

Gathering data from existing loan, preparing refinance case

- Extracting documents, tracking existing facility terms, calculating prepayment amounts

Job Types: Full-time, Permanent

Pay: ₹1,000,000.00 - ₹1,539,301.32 per year

Work Location: In person