Director Corporate Finance

MarketsandMarkets; Pune District; On-site; INR 4,000,000 - 7,000,000; Full time

Job summary

MarketsandMarkets in Pune seeks a Director of Corporate Finance to lead corporate development fundraising, M&A, and investor materials while owning FP&A, planning, forecasting, and finance business partnering.

The person will act as the CFO's go-to for transactions and analysis, demanding autonomy, discretion, and speed. A small, high-caliber team will be mentored and developed to strengthen capital strategy and data-driven decision making.

Qualifications

• CA/CFA/MBA in Finance from a top-tier institution.
• 12+ years of relevant experience in investment banking, private equity, TAS, or corporate development.
• End-to-end deal experience: at least one completed fundraise or M&A.
• Expert-level financial modelling (DCF, comps) and advanced Excel/PowerPoint.
• Strong data/analytics toolkit with Power BI and SQL; familiarity with Tableau or similar.
• Excellent written and verbal communication for investor audiences.

Responsibilities

• Fundraising end-to-end, incl. equity and debt processes and investor outreach.
• Prepare investor materials: pitch decks, IMs, teasers, and Q&A packs.
• Drive buy-side M&A workstreams and due diligence with advisors.
• Maintain deal readiness and data room accuracy for opportunities.
• Support capital strategy discussions with the board and leadership.
• Own planning, forecasting, MIS, and business finance partnering.
• Lead analytics dashboards and data governance across FP&A and transactions.

Skills

Financial modelling

Power BI

SQL

Python / scripting

Excel & PowerPoint

Education

CA / CFA / MBA in Finance

Tools

Tableau

Excel

Power BI

Job description

Role Overview:

The Director Corporate Finance will own two connected mandates: (1) Corporate Development fundraising, mergers & acquisitions, due diligence, and the preparation of investor-facing materials including pitch decks and information memoranda; and (2) FP&A and Business Finance leading planning, forecasting, management reporting, and finance business partnering. The successful candidate will be the CFO's go-to person for any transaction, investor, or analysis-heavy assignment, and is expected to operate with a high degree of autonomy, discretion, and speed.

Key Responsibilities

Corporate Development Fundraising, M&A & Investor Materials

• Fundraising: Lead end-to-end execution of equity and debt fundraising processes investor identification and outreach support, financial models, valuation analyses, term sheet evaluation, negotiation support, and closing mechanics.
• Investor materials: Build and maintain institutional-quality pitch decks, information memoranda (IM), teasers, and investor Q&A packs; own the equity story and supporting data narrative in partnership with the CFO and leadership team.
• M&A: Drive buy-side M&A workstreams: target screening, preliminary evaluation, valuation and synergy modelling, deal structuring inputs, and post-deal integration support for finance workstreams.
• Due diligence: Manage due diligence end-to-end set up and run virtual data rooms, coordinate financial / tax / legal / commercial diligence with Big-4 and law firm advisors, track issue lists, and drive resolution to closure.
• Deal readiness: Maintain a state of continuous 'deal readiness': audited-to-management bridge, KPI definitions, cohort and retention analytics, and a refreshed data room so the company can move quickly when opportunities arise.
• Capital strategy: Support board and shareholder communications on capital strategy, valuation benchmarks, market comparables, and capital allocation options.

FP&A & Business Finance

• Planning & forecasting: Own the annual operating plan, rolling forecasts, and long-range plan; drive target-setting with business unit leaders and track performance against plan.
• Management reporting: Deliver crisp monthly MIS and board reporting — revenue, bookings, pipeline conversion, margins, cash flow, and other ket metrics (ARR, NRR, renewals) — with insight, not just data.
• Business partnering: Act as finance business partner to business heads: pricing decisions, client and product profitability, unit economics, cost optimisation, and investment cases for new initiatives.
• Process & systems: Strengthen budgeting discipline, drive automation of reporting and planning processes, and continuously improve the quality of financial data and analytics infrastructure.
• Team leadership: Build, mentor, and lead a small high-calibre team of analysts/managers supporting both FP&A and transaction workstreams.

Data, Dashboards & Analytics

• Big data management: Own and manage large, multi-source financial and business datasets (billing, CRM, pipeline, delivery, HR-cost data); establish a single source of truth for revenue and cost analytics used across the Office of the CFO.
• Dashboarding: Design and build self-serve dashboards and automated reports in Power BI (and Tableau or similar visualization tools) covering revenue, bookings, margins, cash, and operating KPIs — replacing manual spreadsheet-based MIS over time.
• SQL & coding: Use SQL and basic scripting (Python or similar) to extract, clean, transform, and reconcile data from ERP, CRM, and platform systems; automate recurring analyses and diligence data pulls.
• Data governance: Define KPI logic, data models, and refresh processes so that board reporting, investor materials, and diligence outputs are generated from consistent, auditable data.

Candidate Profile

• Chartered Accountant (CA) or CFA or MBA in Finance from a top-tier institution.
• 12+ years of relevant experience with a meaningful portion in investment banking, private equity, transaction advisory (Big-4 TAS/deal advisory), or corporate development — combined with hands‑on FP&A or business finance exposure in an operating company.
• Demonstrated end-to-end deal experience: at least one completed fundraise, M&A transaction, or comparable strategic transaction where the candidate owned the model, materials, and diligence process.
• Expert-level financial modelling and valuation skills (DCF, comparable companies, precedent transactions); advanced Excel and PowerPoint.
• Strong hands‑on data and analytics toolkit: proven experience managing big datasets; proficiency in Power BI and SQL, working knowledge of Tableau or similar visualization tools, and basic coding/scripting (Python, DAX, or similar) to build dashboards and automate reporting.
• Exceptional written and verbal communication — able to produce investor‑grade documents and present confidently to promoters, boards, bankers, and investors.
• High ownership, discretion with confidential information, and the ability to run multiple demanding workstreams in parallel under tight timelines.