Chartered accountant - credit

Chartered Accountant (CA) – Finance
Company: B Mantri & Co.
Department: Finance
Location: Indore, Madhya Pradesh
Experience Required: 2–4 Years PQE
About the Role
B Mantri & Co. is looking for a qualified Chartered Accountant to join its Finance Department. The role is focused on Credit Advisory, Project Finance, Financial Analysis, CMA Data Preparation, and Loan Sanctioning assignments.
The ideal candidate should have hands-on experience in preparing project reports, financial projections, credit appraisal documents, and coordinating with banks and financial institutions. The candidate should be capable of independently managing assignments, handling client relationships, and leading a team to deliver high-quality outcomes.
Key Responsibilities
* Preparation of Project Reports, DPRs, and Bankable Project Reports.
* Preparation and analysis of CMA Data and Financial Projections.
* Financial Statement Analysis, Ratio Analysis, and Business Assessment.
* Preparation of Credit Appraisal Notes and Loan Proposals.
* Working Capital Assessment and Term Loan Evaluation.
* Assistance in Loan Sanction, Renewal, Enhancement, and Restructuring.
* Coordination with Banks, NBFCs, and Financial Institutions.
* Financial Modelling and Cash Flow Analysis.
* Review of business performance and funding requirements.
* Independently manage client engagements and assignments.
* Lead and mentor team members for timely execution of projects.
Good to Have Skills
* Project Report Preparation
* CMA Data Preparation & Analysis
* Credit Assessment & Appraisal
* Loan Proposal Drafting
* Financial Modelling & Forecasting
* Working Capital Assessment
* Term Loan Evaluation
* Advanced MS Excel
* Team Management & Leadership
* Strong Communication & Client Handling Skills
Preferred Candidate Profile
✔ Qualified Chartered Accountant (CA)
✔ 2–4 Years of Relevant Experience
✔ Experience in Project Finance, Credit Advisory, or Loan Syndication
✔ Strong Knowledge of CMA Data, Financial Projections, and Credit Analysis
✔ Experience in Loan Sanctioning and Lender Coordination
✔ Ability to Handle Teams and Work Independently
✔ Strong Analytical and Problem-Solving Skills
Why Join Us?
* Work directly with business promoters, banks, and financial institutions.
* Exposure to diverse project finance and credit advisory assignments.
* Opportunity to lead assignments and take ownership from day one.
* Dynamic and growth-oriented work environment.
* Significant learning and career growth opportunities.
* Merit-based advancement and leadership opportunities.