The Role
Owns investor-facing reporting, board and investor presentations, fundraising support, financial modeling, cap table analysis, market intelligence, and CEO/CFO-led strategic initiatives. The role coordinates Finance, Business, Product, Risk, legal, investors, and advisors while translating financial and market data into decision-ready narratives. It requires executive presence, discretion, structured problem-solving, ownership, and the ability to deliver high-quality work under tight deadlines.
Summary Generated by Built In
Role Purpose
This role sits at the intersection of Investor Relations and Corporate Strategy, working in close proximity to the CEO/CFO Office. The incumbent will be the custodian of investor-facing narrative and data, and will simultaneously drive high-visibility strategic projects — captable support, board/investor reporting, competitive and market intelligence, and cross-functional strategic initiatives that shape company direction. This is a role for someone who wants to operate at the nerve-center of the organization, translating numbers into narrative and strategy into execution.
Key Responsibilities
1.Investor Relations
• Own end-to-end preparation of investor decks, board presentations, quarterly/annual investor updates, and ad-hoc investor data requests.
• Build and maintain the investor reporting calendar, ensuring accurate, timely, and consistent communication with existing and prospective investors.
• Act as a coordination point between Finance, Business, and external investors/analysts for data requests, due diligence, and follow-ups.
• Track and benchmark company performance against investor expectations, peer companies, and sector trends.
• Support fundraising rounds – data room preparation, investor Q&A, term sheet analysis support, and coordination with legal/finance/banking counterparts.
2.Strategy Projects
• Drive strategic projects assigned by CEO/CFO Office – market sizing, competitive benchmarking, new business case evaluation, and expansion feasibility studies.
• Partner with cross-functional teams (Business, Product, Risk, Finance) to structure ambiguous problems into clear frameworks and actionable recommendations.
• Prepare board notes, strategy papers, and CEO/CFO office briefing documents with rigor and precision.
• Monitor implementation of strategic initiatives and track outcomes against defined success metrics.
• Conduct scenario planning and financial modelling to support key strategic and capital allocation decisions.
3.Stakeholder & Governance
• Build strong working relationships with leadership, functional heads, and external stakeholders (investors, advisors, consultants).
• Maintain absolute discretion and confidentiality given proximity to sensitive, market-moving, and strategic information.
• Represent Finance/Strategy function in leadership discussions with polish, precision, and business acumen.
Technical Capabilities Required
• Strong financial modelling skills – valuation, cap table modelling, scenario/sensitivity analysis, unit economics.
• Advanced proficiency in Excel and PowerPoint; ability to independently build CFO/CEO/Board-grade presentations without heavy hand-holding.
• Working knowledge of fundraising processes – term sheets, SSA/SHA structures, due diligence data rooms, cap table mechanics.
• Understanding of financial statements (P&L, Balance Sheet, Cash Flow) and ability to translate financial data into a business narrative.
• Exposure to competitive intelligence, market research, and structuring of strategic/business case documents.
• Prior experience in BFSI, fintech, NBFC, or lending businesses is an added advantage but not mandatory.
• Professional qualification such as CA / MBA (Finance/Strategy) / CFA preferred.
Qualitative Aspects – CEO/CFO Office Fit
Beyond technical skill, this role demands the qualitative maturity to operate as an extension of the CEO/CFO Office. The ideal candidate demonstrates:
• Executive presence – comfortable presenting to and fielding questions from CXOs, board members, and investors.
• Ability to operate with ambiguity – takes a loosely defined problem statement and structures it into a clear, decision-ready output.
• High discretion and trustworthiness – handles confidential, sensitive, and market-moving information with judgment.
• Ownership mindset – drives deliverables to closure without needing constant follow-up; anticipates what leadership will ask next.
• Sharp business communication – crisp written and verbal articulation; can distill complexity into a one-page narrative.
• Composure under pressure – delivers quality output against tight, often compressed, board/investor timelines.
• Collaborative influence – can extract inputs from multiple functional stakeholders without formal authority over them.
• Intellectual curiosity – proactively understands the “why” behind business performance and market moves, not just the “what”.
Skills Required
- Strong financial modeling skills, including valuation, cap table modeling, scenario and sensitivity analysis, and unit economics
- Advanced proficiency in Excel and PowerPoint
- Ability to independently prepare CFO, CEO, board, and investor-grade presentations
- Working knowledge of fundraising processes, term sheets, SSA/SHA structures, due diligence data rooms, and cap table mechanics
- Understanding of financial statements, including P&L, balance sheet, and cash flow
- Ability to translate financial data into a business narrative
- Exposure to competitive intelligence, market research, and strategic or business case documents
- Executive presence and comfort presenting to CXOs, board members, and investors
- Ability to operate with ambiguity and structure loosely defined problems into actionable recommendations
- High discretion and trustworthiness when handling confidential and market-sensitive information
- Strong written and verbal business communication skills
- Ownership mindset and ability to drive deliverables to completion
- Ability to deliver quality work under tight and compressed timelines
- Ability to influence and coordinate cross-functional stakeholders without formal authority
- Prior experience in BFSI, fintech, NBFC, or lending businesses
- Professional qualification such as CA, MBA in Finance or Strategy, or CFA
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The Company
What We Do
LenDenClub is a leading Peer-to-Peer (P2P) Lending platform that provides an alternate investment opportunity to investors or lenders looking for high returns with creditworthy borrowers looking for short-term personal loans. With 20lakh+ investors on board, LenDenClub has become a one-stop investment solution. LenDenClub’s FMPP has delivered returns above 11% p.a. to its investors in the past 3 months. It is a preferred alternative investment avenue over traditional asset classes. Moreover, it is safeguarded by market volatility and inflation. Therefore, investing with LenDenClub is a great way to diversify your investment portfolio. P2P investment is subject to risks. And investment decisions taken by a lender on the basis of this information are at the discretion of the lender, and LenDenClub does not guarantee that the loan amount will be recovered from the borrower.
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