Portfolio Finance Manager

Corenza; Bengaluru; On-site; INR 1,500,000 - 3,000,000; Full time

Job summary

Corenza in Bengaluru is seeking a Portfolio Finance Manager to evaluate financial, operational, and commercial aspects of potential portfolio companies. You will work closely with the investment team to inform decision-making across high-growth sectors.

The role demands strong financial due diligence, robust analytical skills, and the ability to communicate findings clearly to stakeholders, including founders, auditors, and tax advisors. Prior TAS/FDD experience is preferred.

Qualifications

• CA with 3–5 years of post-qualification experience.
• Experience in Financial Due Diligence (FDD), TAS, or forensic due diligence.
• Candidates from Big 4 or reputed mid-sized CA firms preferred.
• Strong understanding of financial statements, accounting standards, and valuation concepts.
• Excellent analytical, report-writing, and stakeholder management skills.

Responsibilities

• Conduct Financial Due Diligence (FDD) for investment opportunities.
• Review historical financial statements and assess the quality of earnings, working capital, cash flows, and debt position.
• Identify key financial risks, red flags, and value creation opportunities.
• Analyse revenue trends, profitability, margins, and financial performance.
• Prepare due diligence reports and present key findings to the investment team.
• Work closely with founders, management teams, auditors, tax advisors, and legal consultants during transaction execution.
• Support deal execution through financial analysis and data validation.
• Assist in post-investment monitoring and review of portfolio companies where required.

Skills

Financial Analysis

Due Diligence

Valuation Concepts

Stakeholder Management

Report Writing

Education

Chartered Accountant (CA)

Job description

We are looking for a Portfolio Finance Manager to support investment decisions by evaluating financial, operational, and commercial aspects of potential portfolio companies. The role offers the opportunity to work closely with the investment team in assessing high-growth businesses across multiple sectors.

Key Responsibilities :

Conduct Financial Due Diligence (FDD) for investment opportunities.

Review historical financial statements and assess the quality of earnings, working capital, cash flows, and debt position.

Identify key financial risks, red flags, and value creation opportunities.

Analyse revenue trends, profitability, margins, and financial performance.

Prepare due diligence reports and present key findings to the investment team.

Work closely with founders, management teams, auditors, tax advisors, and legal consultants during transaction execution.

Support deal execution through financial analysis and data validation.

Assist in post-investment monitoring and review of portfolio companies where required.

Preferred Candidate Profile :

Chartered Accountant (CA) with 3-5 years of post-qualification experience.

Prior experience in Financial Due Diligence (FDD), Transaction Advisory Services (TAS), or Forensic Due Diligence.

Candidates from Big 4 or reputed Mid-sized CA Firms will be preferred.

Strong understanding of financial statements, accounting standards, and valuation concepts.

Excellent analytical, report-writing, and stakeholder management skills.