Capital Raise, Corporate Finance Advisor

Business Financial Group

. Review historical profit and loss statements, balance sheets, cash flows, revenue streams, operating expenses, compensation, debt obligations, and related-party transactions .

Posted 10/8/2026contractRemote • United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in integrated financial modeling, valuation, and cash-flow forecasting, with a strong ability to prepare investment presentations and due-diligence materials. Possesses advanced financial qualifications and extensive experience in corporate finance and capital raising.

Highest-signal resume keywords

Chartered Accountant (CA)CFAIntegrated Financial ModelingBusiness ValuationCash-Flow Forecasting

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingValuation MethodologiesCash-Flow AnalysisInvestment PresentationsDue-Diligence MaterialsFinancial ProjectionsBreak-Even AnalysisDebt Financing EvaluationEquity Financing EvaluationCapital Raising

Soft Skills

Strong Written CommunicationStrong Verbal CommunicationAbility to Work Independently

Tools & Technologies

Microsoft ExcelMicrosoft PowerPoint

Certifications & Qualifications

Chartered Accountant (CA)CFAMBA in Finance

Industry Keywords

Corporate FinanceInvestment BankingTransaction AdvisoryPrivate Equity AdvisoryFundraising TransactionsCross-Border Business StructuresRecurring-Revenue Financial CompaniesBig Four Transaction AdvisoryValuation FirmPrivate Equity Advisory Practice

About the role

Key responsibilities & impact

Review historical profit and loss statements, balance sheets, cash flows, revenue streams, operating expenses, compensation, debt obligations, and related-party transactions
Develop an integrated monthly 36-month financial growth model
Prepare Conservative, Base, and Growth scenarios
Model recruitment, compensation, marketing, technology, expansion, and working-capital requirements
Develop cash-flow forecasts, funding requirements, cash runway, and break-even analysis
Analyze $500,000, $750,000, and $1 million capital-raise scenarios and identify minimum capital requirements and contingency reserves
Review debt and related-party balances and evaluate servicing, refinancing, repayment, and restructuring alternatives
Evaluate debt versus equity financing and alternative holding-company and investment structures
Coordinate with qualified U.S. and Indian tax/legal advisors regarding potential corporate restructuring
Prepare an independent business valuation using comparable companies, private-market transactions, earnings, revenue, and discounted cash-flow methodologies
Evaluate pre-money and post-money valuations, investor ownership, founder dilution, and supportable valuation ranges
Prepare or coordinate investor business plans, pitch presentations, executive investment summaries, financial projections, sources and uses, capitalization scenarios, investor information packages, due-diligence checklists, and financial FAQs
Define the ideal investor profile and identify angel investors, family offices, strategic investors, and suitable private investment firms
Develop investor evaluation criteria and a qualified external investor database
Assist with investor meeting materials, financial questions, due diligence, and investment discussions
Recommend investor-grade monthly and quarterly reporting standards, KPIs, budget-versus-actual reporting, capital deployment monitoring, dashboards, and future investor reporting requirements
Deliver financial review, modeling, scenario analysis, valuation, investor materials, investor qualification processes, due-diligence support, and management handover during the first 90 days

Requirements

What you’ll need

Chartered Accountant (CA), CFA, MBA in Finance, or equivalent advanced financial qualification
Minimum 8 years of relevant experience, preferably 10–15 years
Demonstrated experience in corporate finance, investment banking, transaction advisory, business valuation, private equity advisory, or capital raising
Strong expertise in integrated financial modeling, valuation, and cash-flow forecasting
Experience preparing investment presentations, financial projections, and due-diligence materials
Understanding of U.S. business financial statements and investor expectations
Excellent Microsoft Excel and PowerPoint skills
Strong written and spoken English
Ability to work independently and communicate directly with U.S.-based executive leadership
Willingness to participate in meetings during overlapping U.S. business hours
Previous experience supporting U.S.-based privately held businesses preferred
Participation in successful fundraising transactions in the US$500,000–US$5 million range preferred
Experience with recurring-revenue financial or professional services companies preferred
Experience in accounting, tax, payroll, financial technology, business process outsourcing, or professional education businesses preferred
Prior employment with a Big Four transaction advisory practice, boutique investment bank, valuation firm, private equity advisory practice, or established corporate finance consultancy preferred
Experience with cross-border U.S.–India business structures preferred
Ability to provide anonymized examples of financial models and investor materials prepared previously preferred

Benefits

Comp & perks

Initial fixed-fee, milestone-based consulting arrangement preferred
Optional ongoing advisory support after the initial engagement
Editable source files, assumptions, supporting calculations, and documentation provided as work products
Work products developed for BFG under the engagement will belong to BFG, subject to the final consulting agreement