Portfolio Finance Manager FDD

Corenza; Bengaluru; On-site; INR 1,500,000 - 2,300,000; Full time

Job summary

Corenza, Bengaluru-based investment firm, seeks Portfolio Finance Manager to evaluate financial, operational, and commercial aspects of potential portfolio companies. You will work with the investment team to assess high-growth opportunities across sectors.

The role requires CA with 5–8 years post-qualification experience, expertise in FDD/TAS or forensic due diligence, and strong skills in financial analysis, reporting, and stakeholder management.

Qualifications

• CA with 5–8 years post-qualification experience.
• Experience in Financial Due Diligence (FDD), TAS or forensic due diligence.
• Experience with Big 4 or reputed CA firms preferred.
• Strong understanding of financial statements 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 earnings quality, working capital, cash flows and debt.
• Identify financial risks, red flags and value creation opportunities.
• Analyze revenue trends, profitability and margins.
• Prepare due diligence reports and present findings to the investment team.
• Collaborate with founders, management, auditors, tax advisors and legal consultants.
• Support deal execution through financial analysis and data validation.
• Assist in post-investment monitoring of portfolio companies when required.

Skills

Analytical skills

Report writing

Stakeholder management

Education

Chartered Accountant (CA)

Job description

About the Role :

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.
• Analyze 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 5 -8 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.