Financial Analyst – Investor Relations (Kerala)

Financial Analyst – Investor Relations (Kerala)

22 Aug
|
ValueMentor
|
Kerala

22 Aug

ValueMentor

Kerala

We are seeking a detail-oriented Financial Analyst to support the Director – Finance in consolidating and presenting financial and business data for investor reporting

The role involves close coordination across Finance, Accounts, Legal, and business teams to compile accurate, timely, and audit-ready data, financial models, MIS reports, and disclosures required for existing as well as prospective investors and prospective IPO due diligence.

The ideal candidate combines robust financial and analytical skills with meticulous attention to detail, the ability to handle confidential data responsibly, and the discipline to work to tight reporting timelines.

Key Responsibilities, Deliverables & Outcomes
- Investor Data Collation & Reporting: Collect, consolidate, and validate financial and operational data from various departments (Accounts, Sales, HR, Operations) to prepare periodic investor reports, board packs, and MIS dashboards for the Director – Finance
- Data Room Management: Build, maintain,



and continuously update a well-organised financial/legal data room for investor and IPO due diligence purposes, ensuring version control and confidentiality.
- Financial Analysis & MIS: Prepare variance analysis, trend analysis, KPI trackers, and financial models/schedules to support investor queries and management decision-making.
- Stakeholder Coordination: Liaise with internal stakeholders (Accounts, CEO Office, Global Leadership team) and external parties (auditors, bankers, consultants) to ensure timely and accurate data flow.
- Compliance & Governance: Ensure accuracy, consistency, and confidentiality across all investor and IPO-related documentation; support adherence to applicable listing/regulatory requirements.
- Presentation Support: Assist in preparing investor presentations, fact sheets, and Q&A; briefs for management and Board meetings.
- Process Improvement: Help standardise templates and processes for recurring investor reporting to improve turnaround time and

📌 Financial Analyst – Investor Relations (Kerala)
🏢 ValueMentor
📍 Kerala

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