Finance Strategy Manager

Role & responsibilities

Finance & Accounts Coordination: Liaise with the Finance & Accounts team to track promoter-related financial matters, budgets, MIS reports, and investment/fund documentation. Support compilation of financial summaries and analyses for promoter review and decision-making.

KPI- Accuracy and timeliness of financial data/MIS compiled, effectiveness of coordination with the Finance & Accounts team

Agenda Planning & Circulation: Draft structured meeting agendas in consultation with promoters. Identify key discussion points, decisions required, and time allocations. Circulate agendas in advance.

KPI- Timely agenda circulation, agenda completeness

Strategic Support and Execution: Assist in process optimisation, industry research, and provide analytical support for decision making wherever required.

KPI--Process optimisation, efficiency improvement and effective decision making

Communication Management: Serve as the primary liaison between the promoter and stakeholders, including internal teams and external partners. Draft minutes, reports, presentations, and correspondence.

KPI--Response time, clarity of communication, stakeholder satisfaction

Action Item Tracking & Follow-ups: Maintain a tracker of action points arising from promoter meetings. Follow up with respective promoters or teams for progress and closure.

KPI-Action item closure rate

Confidentiality & Compliance: Handle sensitive business matters with absolute discretion, ensuring confidentiality and compliance with company policies.

KPI-Compliance adherence, security and confidentiality management

Promoter Communication & Liaison: Act as a neutral coordination interface among promoters for meeting-related communication, reminders, and clarifications.

KPI-Communication effectiveness, promoter feedback