Finance Analyst

Mumbai, Maharashtra

Fulltime

Key Roles Responsibilities

Leadership
Being in charge of project from start to finish, including post-disbursement services

Evaluation
Underwriting and evaluation of real estate and non-real estate investment prospects
Developing financial models so as to enable the Investment team to assess the investment

opportunities
Collating and evaluating industry comparable, market intelligence, key demand factors in macro

micro market analysis
Conduct initial level screening of Legal and Technical documents
Raise queries and follow up with sales to close discrepancies in documentation

Reports, Presentations and Notes
Preparing and reviewing the financial model, Investment Committee presentations & notes,

deviation notes etc. (Must be positive in Excel, Powerpoint and Word)
Oversee the quality of reports prepared by vendors
Timely and accurate reporting of data
Maintain and circulate relevant MIS to stakeholders

Coordination




Responsible for guiding the customer with clarity towards applying for loans and explaining the

product features in terms of ROI, Processing Fees, Terms and conditions and communication of

application status
Coordinating and liaising for complying pre disbursement and post documentation conditions

Post disbursement MIS collation, comparing actual Vs business plans, NOC monitoring and

highlighting the deviations from covenants.
Coordinate with vendors for timely closure of reports
Liaise with sales, operations, credit team to ensure a satisfactory and a time bound closure of

cases
Coordinate with Both Lenders and Borrowers to ensure Timely closure of case

Processes follow-up
Responsible for smooth functioning of the lending process at various stages such as inquiry,

application, verification, pre-sanction processing of loan, sanction, post-sanction documentation,

disbursement of loan, collection, recent and existing customer service.

Documentation
Responsible for

📌 Financial Analyst Mumbai
🏢 Matrix Rf Ventures
📍 Mumbai