Financial Analyst – Investor Relations

ValueMentor; Thrissur; On-site; INR 500,000 - 800,000; Full time

Job summary

ValueMentor in Kerala seeks a detail-oriented Financial Analyst to support the Director – Finance in consolidating and presenting financial data for investor reporting and IPO readiness. You will coordinate across Finance, Legal and business teams to compile audit-ready data, models, MIS reports and disclosures for current and prospective investors.

The role requires strong financial analysis skills, confidentiality and the discipline to meet tight reporting timelines.

Qualifications

• Must have strong working knowledge of financial statements and accounting concepts (IFRS / local GAAP).
• Experience with IPO readiness and data room management is highly desirable.
• Proven ability to consolidate data and build management-ready reports for investors.

Responsibilities

• Investor data collation, consolidation and reporting to prepare periodic investor reports and MIS dashboards.
• Assist in IPO readiness, compiling disclosures and schedules for due diligence with auditors and legal counsel.
• Maintain an organised, confidential data room for investor and IPO documentation with version control.
• Perform variance and trend analyses, KPI tracking and financial modeling to support investor queries.
• Coordinate with internal stakeholders and external auditors/consultants to ensure timely data flow and accuracy.
• Ensure compliance with listing/regulatory requirements across investor documentation.
• Prepare investor presentations, fact sheets and Q&A briefs for boards and management.
• Support process standardisation to improve turnaround time and accuracy of investor reporting.

Skills

IFRS knowledge

IPO process understanding

Excel & PowerPoint

ERP systems experience

Data room management

Tools

SAP

Oracle

Tally

Zoho

Job description

Job Summary

We are seeking a detail-oriented Financial Analyst to support the Director – Finance in consolidating and presenting financial and business data for investor reporting, and in building the organisation's readiness for a future Initial Public Offering (IPO). 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 strong 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.
• IPO Readiness Support: Assist in preparing and organising financial statements, schedules, disclosures and supporting documentation required for IPO due diligence, in coordination with auditors, legal counsel, merchant bankers and IPO consultants.
• 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 accuracy.

Key Skills

• Strong working knowledge of financial statements and accounting concepts (IFRS / applicable local GAAP)
• Working knowledge of the IPO process, due diligence requirements and stock exchange listing norms is an added advantage
• Advanced MS Excel (financial modelling, data consolidation, pivot tables) and PowerPoint
• Hands-on experience with ERP / accounting systems (e.g., SAP, Oracle, Tally, Zoho) for data extraction and reconciliation
• Ability to build and maintain structured, version-controlled data rooms and documentation.

Key Competencies

Intellectual

• Analysis Skills – Interprets complex financial data and translates it into clear, decision-useful information.
• Judgment / Decision Making – Exercises sound judgment while handling sensitive, time-critical investor information.

Interpersonal

• Communications – Oral & Written – Prepares clear reports, MIS and presentations; communicates effectively with cross-functional and external stakeholders.

Personal

• Integrity – Handles confidential investor and IPO-related financial data with the highest standards of honesty and discretion.
• Organization / Planning – Manages multiple data requests and reporting deadlines in a structured, timeline-driven manner.