Role & responsibilities

. Board & Investor Reporting

- Prepare monthly, quarterly, and ad hoc board presentation materials (PowerPoint/PDF)
- Compile and format financial and operational data into executive-ready board packs
- Draft and refine investor communication letters and LP update memos
- Maintain a cadence of reporting deliverables across portfolio companies

2. Sales & Pipeline Reporting

- Build and maintain structured sales pipeline reports and dashboards
- Track and summarize business development activity for portfolio company leadership
- Support CRM hygiene and data integrity initiatives across portfolio companies

3. Talent & Recruiting Operations

- Prepare recruiting activity reports and headcount tracking summaries
- Support coordination of candidate pipelines and hiring manager communications
- Assist in workforce planning data compilation and presentation

4. Executive & Chief of Staff Support

- Draft correspondence, briefing documents, and talking points for portfolio company executives
- Coordinate cross-functional workstreams and track action items across stakeholders
- Research and synthesize industry, competitor, and market intelligence on an as-needed basis
- Support strategic project management for operational initiatives at portfolio companies

5. Financial & Operational Analysis

- Assist in compiling financial data packages for QoE processes, lender reporting, and management reviews
- Prepare variance analyses, KPI tracking tables, and performance trend summaries
- Support LBO model updates and returns analysis as directed by HiGro leadership





CANDIDATE PROFILE Background & Experience

- 36 years of experience in private equity, management consulting, or corporate finance / FP&A;
- Prior experience at a Tier 1 or best-in-class operational management company (e.g., Big 4 advisory, top-tier management consulting, or a recognized PE-backed operating platform) strongly preferred
- Demonstrated experience preparing materials for senior executives, boards, or investors
- Prior exposure to portfolio company operations or multi-entity business environments is a strong plus
- MBA or equivalent advanced degree preferred but not required

Technical Skills

- Advanced PowerPoint — ability to build and format institutional-quality presentations independently
- Strong Excel — comfortable with financial models, pivot tables, and data organization
- Proficiency in Word for professional document drafting
- Familiarity with CRM platforms (Salesforce, HubSpot, or similar) a plus
- Experience with financial reporting or BI tools (e.g., Tableau, Power BI) helpful but not required

Communication & Soft Skills

- Exceptional written English — board-quality, exact, and concise
- Strong command of professional business correspondence and executive communication norms
- Highly organized with the ability to manage multiple workstreams across companies simultaneously
- Self-directed with low need for hand-holding; proactive in surfacing issues and anticipating needs
- Comfortable operating in a lean, fast-moving PE environment with high expectations and high autonomy

Preferred candidate profile

📌 Financial Planning And Analysis Consultant (Bengaluru)
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