The posting
This role is for one of Weekday’s clients Salary range: Rs 2000000 - Rs 5000000 (ie INR 20 - 50 LPA)
Min Experience: 4+ years Location: Pune JobType: full-time
We are looking for a finance professional to join our team as an Investor Relations and Business MIS specialist. This role will play a critical part in supporting the organization's fundraising activities, investor communications, financial planning, and management reporting as the business continues to expand across India's clean energy sector.
The organization expects to raise capital from multiple investor categories through various equity and debt instruments, with a long-term ambition of pursuing an IPO and potentially expanding into international markets. The selected candidate will work closely with the CFO, Corporate Finance Head, and Founder to manage investor relationships, prepare financial reports, develop business projections, and support fundraising and due diligence processes.
As a key representative of the organization to external investors and lenders, the ideal candidate should combine strong financial modeling and analytical skills with excellent communication, stakeholder management, and business partnering capabilities. This role also offers an opportunity to grow into a leadership position heading the Investor Relations function.
Requirements
Key Responsibilities
1. Investor MIS and Financial Reporting
- Design, develop, and manage monthly and quarterly investor MIS reports covering financial performance, key business KPIs, budget variances, cash runway, and unit economics.
- Standardize reporting templates for equity investors, lenders, and internal management.
- Prepare board presentations, quarterly investor updates, lender covenant reports, and other financial reporting materials.
- Ensure accuracy, consistency, and timely delivery of investor-facing financial information before review by the CFO and Corporate Finance Head.
- Translate complex financial data into clear, actionable insights for investors and senior management.
2. Financial Modeling and Business Projections
- Build, maintain, and update integrated three-statement financial models covering the profit and loss statement, balance sheet, and cash flow statement.
- Perform scenario analysis and sensitivity analysis to evaluate business performance under different operating and financial assumptions.
- Prepare financial projections for fundraising presentations, lender appraisals, business planning, and internal budgeting.
- Analyze unit economics across business verticals, including biomass aggregation, storage, and supply operations.
- Support pricing, profitability, and margin analysis across different geographies and business lines.
3. Equity Fundraising Support
- Prepare and maintain financial documentation, data room materials, information memorandum inputs, and due diligence responses.
- Support the CFO in addressing financial and business queries from venture capital funds, private equity investors, family offices, sovereign funds, and other potential investors.
- Track fundraising milestones, investor pipelines, follow-ups, and outstanding action items.
- Coordinate with internal stakeholders to ensure timely availability of financial data and supporting documents.
- Contribute to the preparation of fundraising presentations and investment-related materials.
4. Debt Fundraising and Lender Management
- Prepare lender and NBFC appraisal notes, projected cash flow statements, and financial documentation for debt financing.
- Support working capital facilities, term loan documentation, loan drawdown schedules, and periodic lender reporting.
- Maintain debt covenant compliance trackers and monitor adherence to financing terms.
- Identify potential covenant breaches, liquidity concerns, or other financial risks and escalate early warning signals to the CFO.
- Coordinate with banks, NBFCs, and other lending institutions to support financing requirements.
5. Investor Relations and Communication
- Serve as a key point of contact for existing investors regarding routine financial and business information requests.
- Draft investor update emails, quarterly communication materials, board meeting presentations, and AGM-related content.
- Maintain investor databases, communication calendars, follow-up trackers, and relationship management processes.
- Ensure consistent, transparent, and timely communication with investors and other financial stakeholders.
- Support the CFO and Founder in building long-term investor relationships and preparing for future fundraising rounds.
6. Budgeting, Variance Analysis, and Business Partnering
- Support annual budgeting, rolling forecasts, and financial planning across business verticals and operating locations.
- Conduct monthly variance analysis comparing actual performance against budgets and forecasts, with clear explanations of key deviations.
- Work closely with operations and business heads to collect financial and operational inputs and validate assumptions.
- Analyze business performance, cost structures, cash flows, and profitability to support management decision-making.
- Provide actionable financial insights to improve planning accuracy and operational efficiency.
7. MIS Systems, Data Integrity, and Process Improvement
- Own and continuously improve MIS reports, dashboards, and financial reporting systems, primarily using Excel and, where applicable, business intelligence tools.
- Standardize data collection and reporting processes across multiple locations, including biomass banks, warehouses, and rural operating partners.
- Ensure data integrity, consistency, and reliability across financial and operational reporting.
- Automate recurring reports and streamline workflows to reduce manual effort and reporting turnaround time.
- Establish robust reporting processes that support business growth, investor requirements, and future public-market readiness.
Required Qualifications and Skills
- 4–6 years of relevant experience in Investor Relations, Business MIS, Corporate Finance, Financial Planning and Analysis (FP&A), financial modeling, or fundraising support.
- CFA qualification, MBA in Finance from a reputed top- or mid-tier institution, or Chartered Accountant (CA) qualification.
- A combination of CFA and MBA in Finance would be advantageous.
- Strong expertise in investor relations, financial modeling, and business MIS reporting.
- Hands-on experience building integrated three-statement financial models.
- Proficiency in scenario analysis, sensitivity analysis, budgeting, forecasting, and variance analysis.
- Strong understanding of financial reporting, cash flow projections, unit economics, and business performance metrics.
- Advanced Microsoft Excel skills and the ability to develop structured financial models and reporting dashboards.
- Excellent written and verbal communication skills, particularly when presenting financial information to senior management, investors, and lenders.
- Strong analytical, problem-solving, organizational, and stakeholder management skills.
- Ability to manage multiple priorities, maintain data accuracy, and deliver reports within strict deadlines.
Good-to-Have Skills
- Experience supporting equity fundraising, debt financing, or financial due diligence.
- Exposure to venture capital, private equity, family offices, sovereign funds, banks, or NBFCs.
- Familiarity with board reporting, investor presentations, lender covenants, and data room management.
- Experience with Power BI or other business intelligence and dashboarding tools.
- Exposure to clean energy, renewable energy, biofuels, supply chain, or other infrastructure-oriented businesses.
- Understanding of IPO readiness, corporate governance, and public-market reporting requirements.
