Key Responsibilities

- Developed and maintained complex financial models for project finance transactions, investment evaluations, refinancing analyses, and strategic decision-making.

- Performed valuation analysis using methodologies including Discounted Cash Flow (DCF), Comparable Company Analysis, Precedent Transactions, and Net Asset Value (NAV) approaches.

- Supported project finance transactions through financial due diligence, cash flow forecasting, debt sizing, scenario analysis, and lender reporting.

- Conducted detailed portfolio monitoring for multiple investments, assessing financial performance, covenant compliance, liquidity position, and key risk indicators.

- Prepared periodic portfolio review reports and management presentations highlighting investment performance, valuation changes, and emerging risks.

- Managed borrowing base compliance support activities, including collateral eligibility reviews, advance rate calculations, concentration limit testing, and reporting package preparation.

- Reviewed and validated borrowing base certificates and supporting documentation to ensure compliance with financing agreements and lender requirements.

- Monitored compliance with debt covenants, financing terms,



and reporting obligations across portfolio companies and project finance structures.

- Performed financial statement analysis, variance analysis, and operational performance reviews to identify trends and key business drivers.

- Collaborated with investment teams, lenders, auditors, legal advisors, and portfolio company management on transaction execution and ongoing asset management activities.

Key Competencies

- CFA/ MBA in Strategy, Finance, Operations or Economics

- 5-10 years of experience in Financial Planning and Analysis, preferably across industries

- At least ~4-6 years of experience in managing a team, as well as, directly communicating with clients.

Experience in managing client communications solo will be considered an added advantage

- Experience in handling projects independently

- Strong problem-solving abilities and analytical thinking skills, as evidenced by extensive experience in utilizing those skills in research and consulting workplace. Adept at synthesizing information to generate insights

- Advanced proficiency in Microsoft Excel (dashboards, financial models, complex formulas)

- Deep understanding of financial statements and accounting principles (GAAP)

- Strong communication skills.

📌 Delivery Manager - Private market (Delhi)
🏢 Acuity Analytics
📍 Delhi