Investor Relations and Business MIS

Key Responsibilities

• Design, develop, and manage monthly and quarterly investor MIS reports covering financial performance, key business KPIs, budget variances, cash runway, and unit economics.
• Standardize reporting templates for equity investors, lenders, and internal management.
• Prepare board presentations, quarterly investor updates, lender covenant reports, and other financial reporting materials.
• Ensure accuracy, consistency, and timely delivery of investor-facing financial information before review by the CFO and Corporate Finance Head.
• Translate complex financial data into clear, actionable insights for investors and senior management.

• Build, maintain, and update integrated three-statement financial models covering the profit and loss statement, balance sheet, and cash flow statement.
• Perform scenario analysis and sensitivity analysis to evaluate business performance under different operating and financial assumptions.
• Prepare financial projections for fundraising presentations, lender appraisals, business planning, and internal budgeting.
• Analyze unit economics across business verticals, including biomass aggregation, storage, and supply operations.
• Support pricing, profitability, and margin analysis across different geographies and business lines.

• Prepare and maintain financial documentation, data room materials, information memorandum inputs, and due diligence responses.
• Support the CFO in addressing financial and business queries from venture capital funds, private equity investors, family offices, sovereign funds, and other potential investors.
• Track fundraising milestones, investor pipelines, follow-ups, and outstanding action items.
• Coordinate with internal stakeholders to ensure timely availability of financial data and supporting documents.
• Contribute to the preparation of fundraising presentations and investment-related materials.

• Prepare lender and NBFC appraisal notes, projected cash flow statements, and financial documentation for debt financing.
• Support working capital facilities, term loan documentation, loan drawdown schedules, and periodic lender reporting.
• Maintain debt covenant compliance trackers and monitor adherence to financing terms.
• Identify potential covenant breaches, liquidity concerns, or other financial risks and escalate early warning signals to the CFO.
• Coordinate with banks, NBFCs, and other lending institutions to support financing requirements.

• Serve as a key point of contact for existing investors regarding routine financial and business information requests.
• Draft investor update emails, quarterly communication materials, board meeting presentations, and AGM-related content.
• Maintain investor databases, communication calendars, follow-up trackers, and relationship management processes.
• Ensure consistent, transparent, and timely communication with investors and other financial stakeholders.
• Support the CFO and Founder in building long-term investor relationships and preparing for future fundraising rounds.

• Support annual budgeting, rolling forecasts, and financial planning across business verticals and operating locations.
• Conduct monthly variance analysis comparing actual performance against budgets and forecasts, with clear explanations of key deviations.
• Work closely with operations and business heads to collect financial and operational inputs and validate assumptions.
• Analyze business performance, cost structures, cash flows, and profitability to support management decision-making.
• Provide actionable financial insights to improve planning accuracy and operational efficiency.

• Own and continuously improve MIS reports, dashboards, and financial reporting systems, primarily using Excel and, where applicable, business intelligence tools.
• Standardize data collection and reporting processes across multiple locations, including biomass banks, warehouses, and rural operating partners.
• Ensure data integrity, consistency, and reliability across financial and operational reporting.
• Automate recurring reports and streamline workflows to reduce manual effort and reporting turnaround time.
• Establish robust reporting processes that support business growth, investor requirements, and future public-market readiness.

Required Qualifications and Skills

• 4–6 years of relevant experience in Investor Relations, Business MIS, Corporate Finance, Financial Planning and Analysis (FP&A), financial modeling, or fundraising support.
• CFA qualification, MBA in Finance from a reputed top- or mid-tier institution, or Chartered Accountant (CA) qualification.
• A combination of CFA and MBA in Finance would be advantageous.
• Strong expertise in investor relations, financial modeling, and business MIS reporting.
• Hands-on experience building integrated three-statement financial models.
• Proficiency in scenario analysis, sensitivity analysis, budgeting, forecasting, and variance analysis.
• Strong understanding of financial reporting, cash flow projections, unit economics, and business performance metrics.
• Advanced Microsoft Excel skills and the ability to develop structured financial models and reporting dashboards.
• Excellent written and verbal communication skills, particularly when presenting financial information to senior management, investors, and lenders.
• Strong analytical, problem-solving, organizational, and stakeholder management skills.
• Ability to manage multiple priorities, maintain data accuracy, and deliver reports within strict deadlines.

Good-to-Have Skills

• Experience supporting equity fundraising, debt financing, or financial due diligence.
• Exposure to venture capital, private equity, family offices, sovereign funds, banks, or NBFCs.
• Familiarity with board reporting, investor presentations, lender covenants, and data room management.
• Experience with Power BI or other business intelligence and dashboarding tools.
• Exposure to clean energy, renewable energy, biofuels, supply chain, or other infrastructure-oriented businesses.
• Understanding of IPO readiness, corporate governance, and public-market reporting requirements.