Semi-Qualified CA

About the role

Optima Holding is hiring a Semi-Qualified CA in Kathmandu on a full-time basis. The role covers financial record keeping, investor relations, and support for IPO and listing processes.

Key responsibilities

• Maintain accurate financial records, books of accounts and investment records.
• Prepare financial reports, MIS, budgets, forecasts and financial analysis.
• Maintain and update investor databases, records, agreements and communications, and respond to investor queries.
• Build relationships with existing and prospective investors and assist management with investor presentations.
• Support IPO preparation and listing, including coordination with auditors, issue managers, legal advisors, consultants and regulators, and preparation of disclosure and due diligence documents.
• Ensure timely completion of statutory, financial, tax and corporate compliance; assist in audit, taxation and reconciliation.
• Analyse investments, projects and portfolio companies and support investment decisions.
• Maintain corporate, financial and regulatory documentation and perform other finance, investment and corporate assignments.

Required profile

• Semi-Qualified CA (CA Inter/Final level).
• 2-4 years of relevant experience in finance, accounting, audit, investment or corporate finance.
• Strong knowledge of accounting, financial reporting and financial analysis.
• Good command of MS Excel and financial reporting tools.
• Knowledge of IPO, capital markets and regulatory requirements is an advantage.
• High attention to detail, confidentiality and analytical ability.