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AnandRathi
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CA Trainee

CA Trainee

AnandRathi

0 - 1 years

1 - 2 Lacs

goregaon

Posted:5 days ago| Platform:

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Skills Required

accounting finance and accounts ca articleship

Work Mode

Work from Office

Job Type

Full Time

Job Description

Documentation and Information Sharing

Assist in preparing information sharing documents for new and lenders.
Analyze financial statements.

Corporate and Banking Support:

Assist with documentation for pre- and post-disbursement of facilities and banking products.
Assist with corporate banking, and cash management, depending on the specific role.

Financial Analysis and Reporting:

Assist in conducting competitor analysis on current trends activities of competing brokers.
Assist in MIS and PPT presentations for Chairman and top management.
Prepare and review materials for client financing, such as investment memoranda and management presentations.

Preferred candidate profile

Education:

Completed or in the process of completing a professional qualification, such as Chartered Accountancy (CA).
Strong academic record.

Technical Skills:

Proficient in the Microsoft Office suite, especially Excel, Word, and PowerPoint.
Experience with financial analysis, and data management is beneficial.
Excellent communication skills in English (Spoken and written) are mandatory.

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