Finance & Strategy Manager (M&A and Investor Relations) (Mumbai)

Finance & Strategy Manager (M&A and Investor Relations) (Mumbai)

06 Aug
|
Travelpulse Venture
|
Mumbai

06 Aug

Travelpulse Venture

Mumbai

Job Title: Finance & Strategy Associate (M&A; and Investor Relations)
Company: Trans-Venture
Location: Office No. 209/10, 2nd Floor, Plot No 69, Navratan Building, P Dmello Road, Carnac Bridge, Chinch Bunder, Princes Dock, Mumbai, Maharashtra 400009
Website: https://trans-venture.in/
Core Domain Focus: IT Services, SaaS, and Digital Infrastructure
About Trans-Venture
Trans-Venture is a boutique advisory firm specializing in Mergers & Acquisitions, Growth Advisory, Capital Advisory, and GCC Advisory. We partner with promoters of IT Services firms to help them transition from "optimizing what exists" to "designing for scale." Our mission is to empower entrepreneurs to build $100M USD equity value legacies through strategic 10x growth planning and successful exits. Sector Focus: IT Services (SAP, ServiceNow, Salesforce, Snowflake, Cloud)

Role Objective
We are seeking a high-caliber Finance & Strategy Associate to lead our financial analysis and investor storytelling. This individual will be responsible for deconstructing the financial health of companies, building future-ready projections, and crafting sophisticated investor decks that effectively position our clients in front of global buyers and investors.
Key Responsibilities

- Financial Analysis & Reporting Advice:
- Perform deep-dive analysis of historical financials to identify growth drivers and quality of earnings.
- Build robust 5-year financial models and unit economics projections that align with our "10x growth" methodology.

- Investor Deck Creation & Positioning:
- Develop high-impact Investor Pitch Decks and Confidential Information Memorandums (CIM).
- Create Synergy Matrices to visualize post-merger strengths and strategic advantages for potential acquirers.




- Translate complex technical capabilities into compelling investment theses for global investors.

- Internal Strategy & Deal Structuring:
- Collaborate with leadership on internal strategy to expand Trans-Venture's ecosystem and partnership networks.
- Assist in pre-negotiating critical commercial terms, including earn-outs, retention, and non-compete clauses.
- Support the due diligence process by managing data rooms and ensuring risk/compliance guardrails (Indemnity, IP, and Regulatory closure) are met.

Required Qualifications & Skills

- Education: Bachelor's degree in finance or accounting; CFA (Level 1 or above) and Chartered Accountant is strongly preferred.
- Technical Expertise:
- Strong working knowledge of Indian Accounting Standards (Ind AS), GAAP, and IFRS.
- Expertise in MS Excel (complex financial modeling) and MS PowerPoint (executive-level storytelling).

- Experience: 2 to 5 years in Investment Banking, Transaction Advisory, or Corporate Strategy. We value core financial analytical rigor and the ability to learn current sectors quickly.
- Communication: Exceptional ability to articulate a business vision and market positioning to sophisticated global stakeholders.

Why Join Trans-Venture?
You will work at the intersection of finance and strategy, gaining direct exposure to the promoter's journey and high-stakes M&A; transactions in IT Services industry. You will contribute to a long-term vision of building communities of successful entrepreneurs and driving meaningful societal impact.

How to Apply
Interested candidates who meet the above criteria are invited to reach out directly with their updated CV and a brief cover note:
Contact Person: Vidhi Jain
Phone: +91 (phone hidden)
Email: [email protected]

📌 Finance & Strategy Manager (M&A and Investor Relations) (Mumbai)
🏢 Travelpulse Venture
📍 Mumbai

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