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Lead Finance and Banking (PSS08123)

Personnel Search Services Group

Full time On-site
Experience
5–7 years
Location
Thane
Work mode
On-site
Posted 5 days ago

Job description

About The Company

A fast-growing Indian clean-energy company specialising in Battery Energy Storage Systems (BESS), power electronics, green hydrogen, e-mobility and microgrid solutions.

Position Overview

  • Manage and strengthen the Company’s banking relationships, working capital, credit facilities and corporate treasury activities.
  • Drive bank negotiations, credit processes, working capital management and funding requirements in close partnership with the CFO.
  • Provide strong financial and commercial insights to support the Company’s growth, liquidity and overall funding strategy.

Key Responsibilities

  • Manage relationships with multiple banks and financial institutions for working capital, credit facilities and other banking requirements.
  • Manage working capital facilities including CC/OD, LC, BG and other banking limits.
  • Prepare and review CMA data, credit proposals, business plans and financial projections.
  • Lead bank limit renewals, enhancements, negotiations and sanction processes.
  • Monitor banking covenants, sanction conditions, documentation and compliance requirements.
  • Manage/coordinate LC, BG and other trade finance requirements with banks and internal teams.
  • Monitor cash flows, liquidity, funding requirements, banking costs and financial risks.
  • Provide the CFO with insights on funding, working capital, banking costs and financial risks, while taking on broader responsibilities as the Company scales.

Required Experience & Qualifications

  • Education: CA, CMA, or MBA Finance; MBA Finance from a premier institute preferred.
  • Experience: 5–7 years of ex-banking experience in Corporate Banking, Credit/Credit Underwriting, Trade Finance, Working Capital Finance, or Credit Risk/Risk Assessment.
  • Leadership: Proven ability to independently manage relationships with multiple banks and coordinate cross-functional stakeholders; reports directly to CFO.
  • Technical Expertise: Hands-on experience with CMA data, bank limit renewals, LC/BG and trade finance, credit underwriting, banking covenants, compliance, and documentation.
  • Soft Skills: Strategic, analytical, commercially astute, strong numerical ability, effective negotiator, and customer-obsessed with a deep understanding of banking and corporate finance.

Key Competencies

  • Banking & Credit Acumen
  • Working Capital & Financial Analysis
  • Negotiation & Relationship Management
  • Commercial & Business Acumen
  • Ownership, Agility & Problem-Solving

Key skills

Required

Financial AnalysisRisk Assessment

Soft skills

LeadershipProblem Solving

Tags

Accounting & Finance JobsBanking

Job market insights

120active Financial Analysis jobs in India
80active Risk Assessment jobs in India
4 more open jobs at Personnel Search Services Group

Jobs asking for Financial Analysis in India also ask for

  • Accounting26%
  • MS Excel22%
  • Financial Reporting21%
  • Stakeholder Management21%
  • SAP20%

From live job posts on CoreHRx, updated 14 Oct 2026. Skill figures count posts that list their skills; salary figures only posts that show a salary.

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