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0 years
0 Lacs
Bengaluru, Karnataka, India
On-site
Career Area: Finance Job Description: Your Work Shapes the World at Caterpillar Inc. When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about each other. We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here – we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it. Your Impact Shapes the World at Caterpillar Inc When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about each other. We are the makers, problem solvers and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here – we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it. We are seeking a skilled Accounting Associate to join India Analytics CoE - Global Finance Services Division. The Incumbent would perform staff accounting functions that support business processes and gain experience with Caterpillar accounting practices. The preference for this role is to be based out of Whitefield Office, Bangalore, India What You Will Do From the outset, incumbent will be expected to be a contributing performer, doing staff level accounting work that supports business processes. Additionally, This Position Will: Gain an understanding of Caterpillar’s business and accounting practices, systems, and procedures. Learn and develop skills which result from the practical application of basic accounting knowledge, and Aid a project team or others in the work group. Accountants will be exposed to a variety of accounting functions and will accomplish a high level of compilation and basic analysis work, reviewing clerical input and generating reports. The accountant identifies relevant data and data sources, gathers, and analyses the information, and provides feedback. Typically, decisions will impact relatively medium to high risk issues and will be reviewed by a supervisor. A supervisor will direct work, but this position does not require close supervision to be effective. Possible Areas Of Responsibility Are Varied, Including: Cost system maintenance Normals & machine rate development Abnormals identification & reporting Prime product and/or component cost monitoring & analysis Operations and/or product group budgeting and expense analysis Capital expenditure forecasting and reporting Standard and current cost grief resolution Support management with analysis for decision making in various projects and cost reduction programs New product Introduction (NPI) comprehensive support which includes determining discounted cash flow (DCF) and Internal rate of return of different projects Regional profitability reporting & analysis NPI support including future cost, should cost, alternative analyses and strategy OPACC determination & analysis Enterprise coordination and/or governance of costing activities Product group and/or operational strategy development & execution Low-cost producer analysis Post implementation audit (PIA) completion Development of new/alternative costing methodologies, processes, and/or systems The variety of accounting tasks ranges from low to medium complexity. Interaction outside the workgroup is typically with peers. As the Accountant gains experience, he/she will develop a technical understanding of more complex accounting issues and expand their decision-making capability. Accountants will continuously learn through training and experience. Learning at this level will focus on methods, processes and systems applied to accounting, developing communications skills and building What You Will Have Requires a fresher certified accountant (CA/CMA) with college degree in accounting and 2+ years of experience in accounting preferably in a manufacturing environment. Part Qualified with 6 years of experience, postgraduate or an MBA. Good accounting background, thorough knowledge of accounting flow and related methods of recording in the General Ledger and knowledge in SAP environment (FI, MM & CO Module). Effective communications skills and a good understanding of computer systems especially in MS-Office and Financial Analytics Tool (Power BI, Tableau, Power Apps. etc.). Must demonstrate strong leadership, initiative, inter-personal skills, and ability to communicate effectively. 5 days work from office Skills Desired: Accuracy and Attention to Detail : Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision. Level Extensive Experience: Evaluates and makes contributions to best practices. Processes large quantities of detailed information with high levels of accuracy. Productively balances speed and accuracy. Employs techniques for motivating personnel to meet or exceed accuracy goals. Implements a variety of cross-checking approaches and mechanisms. Demonstrates expertise in quality assurance tools, techniques, and standards. Analytical Thinking: Knowledge of techniques and tools that promote effective analysis; ability to determine the root cause of organizational problems and create alternative solutions that resolve these problems. Level Extensive Experience: Seeks discrepancies and inconsistencies in available information; explains variances. Organizes and prioritizes the sequence of steps to be taken to remedy the situation. Identifies many possible causes for a problem based on prior experience and current research. Quantifies the costs, benefits, risks and chances for success before recommending a course of action. Approaches a complex problem by breaking it down into its component parts. Chooses among a diverse set of analytical tools according to the nature of the situation. Decision Making and Critical Thinking : Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment. Level Working Knowledge: Applies an assigned technique for critical thinking in a decision-making process. Identifies, obtains, and organizes relevant data and ideas. Participates in documenting data, ideas, players, stakeholders, and processes. Recognizes, clarifies, and prioritizes concerns. Assists in assessing risks, benefits and consideration of alternatives. Effective Communications : Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Level Working Knowledge: Delivers helpful feedback that focuses on behaviors without offending the recipient. Listens to feedback without defensiveness and uses it for own communication effectiveness. Makes oral presentations and writes reports needed for own work. Avoids technical jargon when inappropriate. Looks for and considers non-verbal cues from individuals and groups. What You Will Get: Work Life Harmony Earned and medical leave. Relocation assistance Holistic Development Personal and professional development through Caterpillar ‘s employee resource groups across the globe Career developments opportunities with global prospects Health and Wellness Medical coverage -Medical, life and personal accident coverage Employee mental wellness assistance program Financial Wellness Employee investment plan Pay for performance -Annual incentive Bonus plan. Additional Information: Caterpillar is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however, as a global company, Caterpillar offers many job opportunities outside of the U.S. which can be found through our employment website at www.caterpillar.com/careers Posting Dates: May 16, 2025 - May 22, 2025 Caterpillar is an Equal Opportunity Employer. Not ready to apply? Join our Talent Community. Show more Show less
Posted 4 weeks ago
8 - 12 years
0 Lacs
Mumbai, Maharashtra, India
On-site
Job Overview: We are seeking a dynamic and experienced M&A Advisory professional to join our team. The successful candidate will play a key role in advising clients on mergers, acquisitions, divestitures, and other strategic transactions. The VP will be responsible for leading deal teams, managing client relationships, and overseeing all aspects of transaction execution, from origination to closing. Key Responsibilities: Transaction Leadership: Lead the end-to-end execution of M&A transactions, including deal origination, valuation, due diligence, negotiation, and closing. Client Advisory: Provide strategic advice to clients on potential M&A opportunities, corporate restructuring, divestitures, and capital raising, ensuring alignment with their long-term goals. Financial Analysis: Perform comprehensive financial modelling and valuation analysis, including discounted cash flow (DCF), comparable company, and precedent transaction analyses. Deal Structuring: Design deal structures that meet client objectives while maximizing value. Oversee negotiations of terms, pricing, and legal documentation. Relationship Management: Build and maintain strong relationships with key stakeholders, including clients, investors, banks, legal advisors, and other third-party advisors. Market Intelligence: Monitor market trends, competitive dynamics, and industry developments to identify new opportunities for clients. Team Leadership: Manage and mentor junior team members, providing guidance on financial analysis, client presentations, and deal execution. Cross functional Collaboration: Work closely with other teams (legal, tax, and regulatory) to ensure seamless execution of transactions. Qualifications: Education: MBA in Finance Experience: 8-12 years of experience in investment banking, M&A advisory, or private equity raises, with a strong track record of deal advisory experience. Show more Show less
Posted 4 weeks ago
2 - 3 years
0 Lacs
Mumbai, Maharashtra, India
On-site
Join our team as a Financial Analyst! Are you proficient in constructing accurate financial models? Do you excel at analyzing complex financial data to drive decision-making? We are seeking a Financial Analyst with expertise in: Financial Modeling: Skilled in building precise financial models using Advanced tools including Microsoft Excel and adept at handling intricate financial data. Tools Proficiency : Proficient in Advanced Microsoft Excel and Power BI , with a knack for modern data visualization and analysis tools to present insights effectively. Diverse Financial Skills : From financial forecasting to DCF Modeling , budgeting to M&A analysis, showcase your skills in valuation, peer analysis, and variance analysis. Market Research: Monitor housing market trends, interest rates, regulatory changes, and competitor activities to identify opportunities and threats to the company& business objectives. Investment Evaluation: Evaluate potential investment opportunities, including mortgage- backed securities, real estate assets, and other financial instruments, to assess risks and returns. Risk Management: Assess credit risk, interest rate risk, and liquidity risk associated with the company& lending activities and develop strategies to mitigate risks effectively. Financial Modelling: Develop financial models to forecast revenues, expenses, and cash flows, and perform scenario analysis to support strategic planning and decision-making. Budgeting and Forecasting: Assist in the preparation of annual budgets, forecasts, and financial plans, and provide analysis to support budgetary decisions and resource allocation. Qualifications: Bachelor’s degree in Finance, Accounting, Economics, or a related field from a recognized university. Proven experience of at least 2-3 years in financial analysis or a related role, preferably in the finance sector or a corporate environment. Familiarity with Indian financial regulations, accounting standards, and taxation principles. Proficiency in Power BI or similar data visualization tools. Excellent analytical and problem-solving skills, with the ability to interpret and analyze financial data effectively. Ability to work independently and collaboratively in a fast-paced environment, with a keen attention to detail and accuracy. A proactive attitude towards learning and adapting to new technologies and methodologies in financial analysis Contribute your expertise to a dynamic team. Apply now! #FinancialAnalyst #Excel #PowerBI #DataAnalysis About company Easy Home Finance has revolutionized the industry with India's very first online mortgage experience, helping millions achieve their dream of first home ownership hassle free. We believe homeownership should be easy, transparent, and low-cost for all. Were using technology to make it faster, and humans to help make it friendly and enjoyable. In 2017 we founded Easy Home Finance with the goal of re-engineering the mortgage process ground up. Today we have pioneered online mortgage lending. And we're just getting started... EHFL is registered with National Housing Bank (NHB) under section 29A of the National Housing Bank Act, 1987. Having Certificate of Registration No. 07.0173.18 dated July 31, 2018. Website : www.easyhomefinance.in Show more Show less
Posted 4 weeks ago
0 years
0 Lacs
Mumbai, Maharashtra, India
On-site
As a market leader in providing illiquid portfolio analysis, our Alternative Asset Management professionals assist clients in the valuation of alternative investments, specifically for securities and positions for which there are no active market quotations available. Our professionals have the opportunity to work on a wide range of projects with exposure to the bespoke investment structures and asset classes of our institutional investor clientele. Kroll's Financial Instruments and Technology (complex securities valuation) practice is a leading solutions provider for asset managers, hedge funds, fund administrators, banks, insurers, private equity firms, commodity trading and investment firms, and corporations. A Senior Consultant in the Financial Instruments and Technology group will provide a range of valuation advisory services to the alternative investment community including private equity, venture capital funds, credit and hedge funds, corporations, pensions, endowments, and family offices in assisting those clients with valuation issues surrounding their alternative investments. Day-to-day Responsibilities Developing deep technical strength in the valuation of alternative assets, through direct exposure to high-profile clients and alternative asset industry professionals Reviewing investment memoranda, governing documents of structured investments, board of directors’ presentations, and client models Assisting the team with interviewing clients, including preparing information request lists, participating in face-to-face meetings, to gather data and information pertinent to the engagement Assisting in the design of financial models for discounted cash flow, market multiple, market transaction and option pricing analyses Performing valuation analysis on a wide range of illiquid investments broadly distributed across industries and geographies while using accepted and relevant approaches and theory Compiling statistical summaries of companies’ financial information, developing and computing financial ratios, and presenting the analyses in an organized manner and/or using our standard formats and presentations Working with management to build, develop, and maintain client relationships Reporting and presenting analyses and conclusions including written reports, including assisting in the presentation of work products and conclusions internally to clients Attending relevant industry events to broaden your knowledge and experience within the alternative asset community Essential Traits Master's degree in Finance, Accounting or Economics or equivalent thereof (e.g., CFA); or MBA from an accredited college/university Minimum of 3-6 years of valuation experience constructing and reviewing valuation models and other financial models including: enterprise valuation using DCF & market approaches, and other structured investment models Experience with credit analysis or structured securities experience is a plus: CLOs, CMBS, RMBS, ABS, etc., Intex or other tools Strong analytical and problem-solving skills, as well as strong verbal and written communication skills A fundamental understanding of financial valuation theory, methodologies, and applications Excellent understanding of financial statements analysis with the ability to work through key assumptions, implicit caveats and limitations Excellent attention to detail, strong work ethic, and ability to manage multiple ongoing assignments efficiently and accurately Familiarity with relevant accounting standards and policies produced and amended from time to time by the AICPA and other oversight bodies Knowledge of software packages including MS Word, Excel, and PowerPoint Direct experience working with VBA, Python, and Power BI is highly desirable Excellent written and verbal communication skills that help represent diverse communities Experience working with diverse teams About Kroll Join the global leader in risk and financial advisory solutions—Kroll. With a nearly century-long legacy, we blend trusted expertise with cutting-edge technology to navigate and redefine industry complexities. As a part of One Team, One Kroll, you'll contribute to a collaborative and empowering environment, propelling your career to new heights. Ready to build, protect, restore and maximize our clients’ value? Your journey begins with Kroll. In order to be considered for a position, you must formally apply via careers.kroll.com. Kroll is committed to equal opportunity and diversity, and recruits people based on merit Show more Show less
Posted 4 weeks ago
0 years
0 Lacs
Ahmedabad, Gujarat, India
On-site
Company Description Tatvic, is a marketing analytics company focusing on generating insights from data using long association with Google & its infrastructure. We breed,recognize and reward performance. As a company we are growing very fast & we are under transformation. To enable this transformation we need future leaders with eyesight which balances execution & strategic understanding. Website: www.tatvic.com Key Responsibilities Financial Analysis and Research: Conduct in-depth analysis of financial statements and reports to assess the performance of companies or assets. Analyze market trends, economic data, and industry developments to identify investment opportunities. Monitor news, regulatory changes, and geopolitical events that may impact investments. Valuation and Modeling: Build and maintain financial models to forecast the future performance of investments. Perform company valuations using techniques like Discounted Cash Flow (DCF), Comparable Company Analysis (CCA), and precedent transactions. Use financial metrics (e.g., P/E ratios, EBITDA, earnings growth rates) to evaluate potential investments. Investment Recommendations: Present findings and provide recommendations on buy, hold, or sell decisions to senior management.. Prepare investment reports and presentations to communicate insights and recommendations effectively. Portfolio Management Support: Track portfolio performance and suggest rebalancing strategies based on market conditions or investment goals. Risk Analysis: Assess the risk profiles of potential investments and develop strategies to mitigate risk. Evaluate macroeconomic and microeconomic factors to gauge the potential risks associated with specific investments. Stakeholder Engagement: Interact with senior executives, and other stakeholders to discuss investment strategies, market conditions, and potential opportunities. Provide regular updates and reports on the performance of investments and portfolio progress. Regulatory Compliance and Reporting: Ensure that all investment strategies and recommendations comply with relevant regulations and industry standards. Assist with the preparation of regulatory filings and internal reporting. Required Skills And Qualifications Education: A bachelor’s degree in finance, economics, business, or a related field. Technical Skills: Proficiency in financial modeling and analysis tools (Excel, Bloomberg, FactSet, etc.), familiarity with financial statement analysis and valuation techniques. Analytical Skills: Strong quantitative and qualitative analysis skills, attention to detail. Communication Skills: Ability to present complex financial information in a clear and concise manner to both technical and non-technical stakeholders. Experience: Previous experience in investment analysis, financial research, or similar roles is often required. Show more Show less
Posted 1 month ago
7 - 12 years
20 - 30 Lacs
Hyderabad, Pune, Delhi / NCR
Hybrid
Develop deep knowledge Structured Products (RMBS, CMBS, CLO) & Vichara's platform scope out improvements, mitigate risk, troubleshooting. Create/Monitor Daily Monitoring Dashboards on Power BI and in SQL. Required Candidate profile 5+ years of work exp in financial services with a strong understanding of fixed income asset class & analytics. Good experience working with Business & technology team. Strong in SQL, Advanced Excel.
Posted 1 month ago
6 - 11 years
0 Lacs
Bengaluru
Hybrid
Technical Skills Requirements All engineers must have the ability to work with or possess working knowledge in the following areas: Operating Systems: Windows, Unix, Linux Databases: MSSQL Transact Releases: R22 and higher Frameworks: TAFJ Programming Languages: InfoBasic, Java, Python (nice to have) User Interfaces: Classic, Browser Web, Transact Explorer (nice to have) Scripting Languages: Bash, Tools:JIRA, Confluence, Putty, Tectia or WinScp, ServiceNow DevOps Tools: Design Studio, DSF Packager, GitHub, Maven, Jenkins, UCD
Posted 1 month ago
0 - 1 years
6 - 8 Lacs
Gurugram, Haryana
Work from Office
Background As an Advanced Analyst in the Outsourced Investment Banking team at Knowcraft Analytics, you’ll be part of a dynamic group that supports global investment banking clients. Our firm, Knowcraft Analytics, is an ISO 27001 certified organization providing comprehensive offshore solutions to accounting, advisory, investment banking, taxation, and valuation firms in the US and Canada. Here’s what makes this role exciting: Role and Responsibilities Financial Modeling & Valuation: You’ll create and maintain complex financial models, including DCF, LBO, and M&A models. These models are critical for decision-making in investment banking. Industry Research: Dive deep into industry, market, and company-specific research to support investment theses and deal execution. Your insights will drive strategic decisions. Transaction Support: Assist in preparing pitch books, information memoranda, and other transaction-related documents. You’ll play a key role in support of deal execution team in the US. Client Collaboration: Work closely with clients, understand their needs, and deliver high-quality analytical support. Your communication skills will be essential. Data Analysis & Due Diligence: Analyze financial statements, historical data, and market trends. Support due diligence processes by coordinating with stakeholders. Presentation Development: Create polished presentations for client meetings, investor pitches, and internal discussions. Project Management: Manage multiple projects simultaneously, ensuring timely delivery and exceeding client expectations. Qualifications and Education Requirements Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field. A CFA, MBA, or relevant certifications are a plus. Experience: Minimum of 1 year in investment banking, financial analysis, or related roles. Technical Skills: Proficiency in financial modeling, advanced Excel, and PowerPoint. Familiarity with databases like Bloomberg, Thomson Reuters, Tagnifi, Pitchbook and CapIQ is desirable. Analytical Skills: Strong quantitative skills to interpret financial data and market trends. Communication: Excellent verbal and written communication skills. Attention to Detail: High accuracy in preparing and reviewing financial models and reports. Team Player : Collaborate effectively in a team environment. Job Type: Full-time Pay: ₹600,000.00 - ₹800,000.00 per year Benefits: Commuter assistance Health insurance Life insurance Provident Fund Schedule: Day shift Education: Master's (Required) Experience: total work: 1 year (Required) Work Location: In person
Posted 1 month ago
0 - 6 years
0 Lacs
Bengaluru, Karnataka
Work from Office
Career Area: Finance Job Description: Your Work Shapes the World at Caterpillar Inc. When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about each other. We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here – we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it. Your Impact Shapes the World at Caterpillar Inc When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about each other. We are the makers, problem solvers and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here – we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it. Job Summary We are seeking a skilled Accounting Associate to join our Analytics COE - Costing and NPI - Global Finance Services Division. The preference for this role is to be based out of Bangalore, Whitefield Office . What you will do From the outset, incumbent will be expected to be a contributing performer, doing staff level accounting work that supports business processes. Additionally, this position will: Gain an understanding of Caterpillar’s business and accounting practices, systems, and procedures. Learn and develop skills which result from the practical application of basic accounting knowledge, and Aid a project team or others in the work group. Accountants will be exposed to a variety of accounting functions and will accomplish a high level of compilation and basic analysis work, reviewing clerical input and generating reports. The accountant identifies relevant data and data sources, gathers, and analyses the information, and provides feedback. Typically, decisions will impact relatively medium to high risk issues and will be reviewed by a supervisor. A supervisor will direct work, but this position does not require close supervision to be effective. Possible areas of responsibility are varied, including: Cost system maintenance Normals & machine rate development Abnormals identification & reporting Prime product and/or component cost monitoring & analysis Operations and/or product group budgeting and expense analysis Capital expenditure forecasting and reporting Standard and current cost grief resolution Support management with analysis for decision making in various projects and cost reduction programs New product Introduction (NPI) comprehensive support which includes determining discounted cash flow (DCF) and Internal rate of return of different projects Regional profitability reporting & analysis NPI support including future cost, should cost, alternative analyses and strategy OPACC determination & analysis Enterprise coordination and/or governance of costing activities Product group and/or operational strategy development & execution Low-cost producer analysis Post implementation audit (PIA) completion Development of new/alternative costing methodologies, processes, and/or systems The variety of accounting tasks ranges from low to medium complexity. Interaction outside the workgroup is typically with peers. As the Accountant gains experience, he/she will develop a technical understanding of more complex accounting issues and expand their decision-making capability. Accountants will continuously learn through training and experience. Learning at this level will focus on methods, processes and systems applied to accounting, developing communications skills and building What you will have Requires a fresher certified accountant (CA/CMA) with college degree in accounting and 2+ years of experience in accounting preferably in a manufacturing environment. Part Qualified with 6 years of experience, postgraduate or an MBA. Good accounting background, thorough knowledge of accounting flow and related methods of recording in the General Ledger and knowledge in SAP environment (FI, MM & CO Module). Effective communications skills and a good understanding of computer systems especially in MS-Office and Financial Analytics Tool (Power BI, Tableau, Power Apps. etc.). Must demonstrate strong leadership, initiative, inter-personal skills, and ability to communicate effectively. 5days work from office. Skills desired: Accuracy and Attention to Detail : Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision. Level Extensive Experience: Evaluates and makes contributions to best practices. Processes large quantities of detailed information with high levels of accuracy. Productively balances speed and accuracy. Employs techniques for motivating personnel to meet or exceed accuracy goals. Implements a variety of cross-checking approaches and mechanisms. Demonstrates expertise in quality assurance tools, techniques, and standards. Analytical Thinking: Knowledge of techniques and tools that promote effective analysis; ability to determine the root cause of organizational problems and create alternative solutions that resolve these problems. Level Extensive Experience: Seeks discrepancies and inconsistencies in available information; explains variances. Organizes and prioritizes the sequence of steps to be taken to remedy the situation. Identifies many possible causes for a problem based on prior experience and current research. Quantifies the costs, benefits, risks and chances for success before recommending a course of action. Approaches a complex problem by breaking it down into its component parts. Chooses among a diverse set of analytical tools according to the nature of the situation. Decision Making and Critical Thinking : Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment. Level Working Knowledge: Applies an assigned technique for critical thinking in a decision-making process. Identifies, obtains, and organizes relevant data and ideas. Participates in documenting data, ideas, players, stakeholders, and processes. Recognizes, clarifies, and prioritizes concerns. Assists in assessing risks, benefits and consideration of alternatives. Effective Communications : Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Level Working Knowledge: Delivers helpful feedback that focuses on behaviors without offending the recipient. Listens to feedback without defensiveness and uses it for own communication effectiveness. Makes oral presentations and writes reports needed for own work. Avoids technical jargon when inappropriate. Looks for and considers non-verbal cues from individuals and groups. What you will get: Work Life Harmony Earned and medical leave. Relocation assistance Holistic Development Personal and professional development through Caterpillar ‘s employee resource groups across the globe Career developments opportunities with global prospects Health and Wellness Medical coverage -Medical, life and personal accident coverage Employee mental wellness assistance program Financial Wellness Employee investment plan Pay for performance -Annual incentive Bonus plan. Additional Information: Caterpillar is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however, as a global company, Caterpillar offers many job opportunities outside of the U.S. which can be found through our employment website at www.caterpillar.com/careers Posting Dates: May 14, 2025 - May 20, 2025 Caterpillar is an Equal Opportunity Employer (EEO). Not ready to apply? Join our Talent Community.
Posted 1 month ago
3 - 5 years
8 - 12 Lacs
Bengaluru
Work from Office
Skill required: Client Financial Management - Financial Analysis Designation: Client Financial Mgmt Analyst Qualifications: Master of Business Administration Years of Experience: 3 to 5 years What would you do? Client Financial Management (CFM) is responsible for delivering business advisory services to Accenture client teams throughout the lifecycle of a contract. Our professionals are accountable for driving financial health and improved business results by providing analysis and advice to internal Accenture client leads. CFM's primary corporate finance activities include accurate forecasting and reporting, cash flow optimization, and financial analysisQualification-CA, CMA, MBA FPAN, Description-Responsible for financial management - including budgeting & forecasting, contract profit & loss management and advisory services to client and corporate leadership teamsDesign and implementation of tools and processes which enable the client to perform financial analysis of its statements. Involves the ability to assess materiality and volatility of financial statement line items and key metrics utilizing financial ratios to determine the financial health of the company. What are we looking for? . As a Client Financial Management Analyst, you might spend your day Participating in the new business process through deal shaping and the development of opportunity pricing Recommending and implementing business changes to leverage emerging technologies and enable efficiencies across the Finance organization Diagnosing financial drivers and leveraging analytics to make recommendations to key stakeholders Leading forecast reviews with senior leadership and advising on monthly results, variances to plan, and risk management strategies Developing innovative solutions to overcome complex revenue and profitability challenges Analyzing and forecasting cash conversion expectations to optimize cash flow Coordinating monthly accruals to drive accurate revenue recognition and expense activity Executing Internal Controls and confirming compliance with U.S. GAAP and Accenture finance policies and local statutory requirements Participating and leading initiatives, focusing on collaboration and inclusion within CFM and the local Finance Community Excellent communication (written & oral), interpersonal and organizational skills Ability to work independently and as a team member Demonstrated leadership skills Good knowledge of U.S. GAAP and Sarbanes-Oxley Strong Excel skills, including an understanding of Pivot Tables and VLOOKUP/SUMIF functions Experience performing budgeting and forecasting functions Roles and Responsibilities: In this role you are required to do analysis and solving of lower-complexity problems Your day to day interaction is with peers within Accenture before updating supervisors In this role you may have limited exposure with clients and/or Accenture management You will be given moderate level instruction on daily work tasks and detailed instructions on new assignments The decisions you make impact your own work and may impact the work of others You will be an individual contributor as a part of a team, with a focused scope of work Please note that this role may require you to work in rotational shifts Qualification Master of Business Administration
Posted 1 month ago
3 - 5 years
8 - 12 Lacs
Bengaluru
Work from Office
Skill required: Client Financial Management - Financial Analysis Designation: Client Financial Mgmt Analyst Qualifications: Master of Business Administration Years of Experience: 3 to 5 years What would you do? Client Financial Management (CFM) is responsible for delivering business advisory services to Accenture client teams throughout the lifecycle of a contract. Our professionals are accountable for driving financial health and improved business results by providing analysis and advice to internal Accenture client leads. CFM's primary corporate finance activities include accurate forecasting and reporting, cash flow optimization, and financial analysisQualification-CA, CMA, MBA FPAN, Description-Responsible for financial management - including budgeting & forecasting, contract profit & loss management and advisory services to client and corporate leadership teamsDesign and implementation of tools and processes which enable the client to perform financial analysis of its statements. Involves the ability to assess materiality and volatility of financial statement line items and key metrics utilizing financial ratios to determine the financial health of the company. What are we looking for? As a Client Financial Management Analyst, you might spend your day Participating in the new business process through deal shaping and the development of opportunity pricing Recommending and implementing business changes to leverage emerging technologies and enable efficiencies across the Finance organization Diagnosing financial drivers and leveraging analytics to make recommendations to key stakeholders Leading forecast reviews with senior leadership and advising on monthly results, variances to plan, and risk management strategies Developing innovative solutions to overcome complex revenue and profitability challenges Analyzing and forecasting cash conversion expectations to optimize cash flow Coordinating monthly accruals to drive accurate revenue recognition and expense activity Executing Internal Controls and confirming compliance with U.S. GAAP and Accenture finance policies and local statutory requirements Participating and leading initiatives, focusing on collaboration and inclusion within CFM and the local Finance CommunityExcellent communication (written & oral), interpersonal and organizational skills Ability to work independently and as a team member Demonstrated leadership skills Good knowledge of U.S. GAAP and Sarbanes-Oxley Strong Excel skills, including an understanding of Pivot Tables and VLOOKUP/SUMIF functions Experience performing budgeting and forecasting functions Roles and Responsibilities: In this role you are required to do analysis and solving of lower-complexity problems Your day to day interaction is with peers within Accenture before updating supervisors In this role you may have limited exposure with clients and/or Accenture management You will be given moderate level instruction on daily work tasks and detailed instructions on new assignments The decisions you make impact your own work and may impact the work of others You will be an individual contributor as a part of a team, with a focused scope of work Please note that this role may require you to work in rotational shifts Qualification Master of Business Administration
Posted 1 month ago
5 - 10 years
19 - 22 Lacs
Gurugram
Work from Office
Job Title - GN Transaction Advisory (M&A PE) Strategy Manager Management Level: Manager Location: Bangalore, Gurgaon and Mumbai Must have skills :M&A/Private Equity (full deal lifecycle-Pre + post deal) Good to have skills: M&A/Private Equity (full deal lifecycle-Pre + post deal) Job Summary :As a Manager you should Lead day-to-day execution of complex consulting projects for Private Equity and Corporate clients across Pre-Deal phase, Deal Execution phase and Value Creation / Scaling of Portfolio/Target companies. Ensure timely, high-quality delivery to clients through effective team management; define deliverables; prioritize and set deadlines. Roles & Responsibilities: Project Delivery: Lead day-to-day execution of complex consulting projects for Private Equity and Corporate clients across Pre-Deal phase, Deal Execution phase and Value Creation / Scaling of Portfolio/Target companies. Ensure timely, high-quality delivery to clients through effective team management; define deliverables; prioritize and set deadlines. Business Development: Identify and convert client opportunities by building relationships with Global PE/M&A Leadership, Client Account Teams, and Client stakeholders in PE/Corporates across geographies. Support RFP discussions, prepare proposal documents and deliver Client Orals working closely with Accenture Bid Managers and Client Account Leads Harness extensive knowledge combined with an integrated suite of methods, people and assets to help account teams to originate new projects/extensions. Practice Development: Contribute to the development of new assets / IP, thought capital and POVs/Offerings raising the profile of your team and the firm leading to demand generation. Conduct and facilitate Brown Bag sessions, direct/indirect mentoring and dissemination of knowledge to upskill fellow team members and attend trainings / get certified on emerging concepts to stay relevant in the market Professional & Technical Skills: Experience of M&A Deal Advisory including Commercial Due diligence, Sector/Firm Research, Target Screening, Post Merger Integration, Separation Planning and Execution, Portfolio Value Creation, PortCo Growth Strategy, PortCo ESG Strategy, PortCo Technology Transformation, Outsourcing. Also, experience in Tech M&A, including Technology Due Diligence, Platform/Digital Due Diligence, Technology Landscape Assessment, Technology Integration, Technology Separation Deep industry experience in one or more of the following industries CMT, Financial Services, Resources, Healthcare/Life Sciences, Consumer Goods & Services or Retail Experience of developing Assets, Accelerators, POV/Thought Leadership based on research. Ability to work independently with Entrepreneurial mindset of growing the PE/M&A Consulting team and tenacity to deliver challenging targets. Additional Information: - NA Qualifications Experience: Min. 6 + years hands-on experience of working in a Private Equity or a top-tier Management Consulting firm, advising Private Equity/Corporate clients on transaction lifecycle Educational Qualification: MBA from a tier 1 institute
Posted 1 month ago
10 - 12 years
15 - 20 Lacs
Mumbai
Work from Office
About the role: This role is for a highly driven entrepreneurial individual who will sit within the GN Transaction Advisory team of Accenture Strategy and will work closely with GN Industry/Functional Consulting Teams, Client Account Teams, and Global PE Consulting Leadership across different geographies to identify and convert opportunities, deliver manage complex engagements, and rapidly build a team. Key Responsibilities: Project Delivery: Lead day-to-day execution of complex consulting projects for Private Equity and Corporate clients across Pre-Deal phase, Deal Execution phase and Value Creation Scaling of Portfolio/Target companies. Ensure timely, high-quality delivery to clients through effective team management; define deliverables; prioritize and set deadlines. Business Development: Identify and convert client opportunities by building relationships with Global PE/M&A Leadership, Client Account Teams, and Client stakeholders in PE/Corporates across geographies. Support RFP discussions, prepare proposal documents and deliver Client Orals working closely with Accenture Bid Managers and Client Account Leads Harness extensive knowledge combined with an integrated suite of methods, people and assets to help account teams to originate new projects/extensions. Practice Development: Contribute to the development of new assets IP, thought capital and POVs/Offerings raising the profile of your team and the firm leading to demand generation. Conduct and facilitate Brown Bag sessions, direct/indirect mentoring and dissemination of knowledge to upskill fellow team members and attend trainings get certified on emerging concepts to stay relevant in the market Qualifications Qualification and Experience Requirements: MBA from a Tier 1 institute with min. 6 + years hands-on experience of working in a Private Equity or a top-tier Management Consulting firm, advising Private Equity/Corporate clients across the complete deal lifecycle, including Pre-Deal, Deal Execution phases and Value creation Scaling of PortCos Experience of M&A Deal Advisory including Commercial Due diligence, Sector/Firm Research, Target Screening, Post Merger Integration, Separation Planning and Execution, Portfolio Value Creation, PortCo Growth Strategy, PortCo ESG Strategy, PortCo Technology Transformation, Outsourcing. Also, experience in Tech M&A, including Technology Due Diligence, Platform/Digital Due Diligence, Technology Landscape Assessment, Technology Integration, Technology Separation Deep industry experience in one or more of the following industries CMT, Financial Services, Resources, Healthcare/Life Sciences, Consumer Goods & Services or Retail Experience of developing Assets, Accelerators, POV/Thought Leadership based on research. Ability to work independently with Entrepreneurial mindset of growing the PE/M&A Consulting team and tenacity to deliver challenging targets.
Posted 1 month ago
5 - 10 years
30 - 40 Lacs
Mumbai, Churchgate Fort BSE
Work from Office
Tracking large, mid and small caps stocks of the Indian equity market . (Sector agnostic) Engaged in preparing to initiate coverage reports, thematic research reports, earning review & preview, event updates reports, and Pitch book/Pitch deck by conducting in-depth research & analysis at the institutional level. Analyzing companies through in-depth study, due diligence, risk management. Monthly updating sector file and generating report out of research. Undertake due diligence of companies through interacting with company's top management, Plants visit's, dealer/clients/employee interaction and financial. Regularly doing channel check of under coverage companies. Executed valuation parameters like DCF, Sum of part valuation & Comparative valuation analysis Hosted con calls of some of coverage companies and expert call for clients. Talking to clients about Initiating coverage report idea, thematic research reports, quarterly update, important update about coverage companies and other updates. Managing data of sectors or company specific data. Data handling, data management, and data analysis of sector or company Handling team, allotting & explaining scope of work including TAT. Meeting clients along with sales team. Qualification Required - NISM Certification XV / Post Graduate / MBA / CA / CFA Skills - Equity Research, Equity Analyst, Reports Generation, Fundamental Analyst, Institutional interaction with buy side analyst / fund Managers. Gender - Male / Female Both Can Apply.
Posted 1 month ago
3 - 6 years
6 - 14 Lacs
Gurugram
Work from Office
What this job involves: You will be part of the Investment modeling team that sits within the Business line Capital Market. You will be supporting the business in the form of financial modeling, and template creation of all operating and development properties using Microsoft Excel. Passion for global real estate Working closely with analysts and stakeholders from various global offices and supporting on the various process within the capital market team. This will help enhance the skill and global real estate knowledge. Team work Working with our leadership and business line heads to support the existing process and new business opportunities. You will be working closely with our team and global offices to leverage existing industry research and pair with external data sources to identify prospects and drive pipeline effectiveness. On top of this, you will also be working with management to improve our processes. Delivering excellent service You will attend meetings with global team members for delivering excellent service which are essential for fostering collaboration, gaining valuable insights, and continuously improving our service offerings. This will enable us to leverage our diverse talent pool, adapt to the real estate market dynamics, and provide exceptional service tailored to the needs of our clients across the globe. Sound like you? Energetic Individual Are you bursting with energy and ready to hit the road running? Your passion in fostering the real estate knowledge will be integral in helping the business grow its share. A go-getter at heart, you aim to excel in this competitive space while creating an impression in the market. Inquisitive Are you interested to acquire more knowledge about global real estate? You will be part of a global business and international team. We are happy to bring on enthusiastic candidates with a flair in developing the knowledge in the real estate asset classes such as multifamily, retail, office, hotel, or industrial spaces and providing the opportunity to develop the career. Team player While you will be required to work independently while chasing your own leads, we work closely within the global team to service international clients. You can learn the best industry practice and pick up the global real estate skills required to know how of your clients needs in the long run. Great communicator Can you put your ideas across to your clients clearly both verbally and in writing? JLL is the leading real estate solutions provider therefore we pride ourselves to be able to present our proposed commercial spaces and negotiated terms clearly to the various stakeholders within our clients organization. Excellent communication skill is imperative in this case and you will need to manage your schedule well in order to juggle your existing tenants as well as sourcing for new ones. To apply you need to be: Being Analytical You will play a crucial role in the development of financial models from scratch. Your responsibilities will encompass the construction, maintenance, and validation of both primary and secondary data sources. You will be extracting key insights from a diverse range of public data sources, including macroeconomic trends, industry developments, company financials, and competitive landscapes. Your expertise will be essential in data cleaning, preparation, interpretation, and analysis, utilizing advanced statistical techniques and tools such as Excel, our internal CRM database, and other data management systems. This position requires a keen eye for detail, strong analytical skills, and the ability to create, review and handle complex financial models. Meticulous You must pay attention to detail and have excellent problem-solving skills. Possess the ability to collate information into cohesive presentations with proper slide layout / design. Skills required 3-5 years of work experience in commercial real estate industry with proficiency in creating, analysing, and maintaining explanatory/predictive financial models in Excel. Experience in Commercial Real Estate is desired. Strong quantitative orientation, with knowledge of real estate property valuations, including Discounted Cash Flow, IRR, NPV, Time Value of Money, Return on Equity, Debt Returns, Three Statement Analysis, Sensitivity Analysis, Scenario Analysis etc. Knowledge of advance excel, and financial modeling. Ability to create financial models from scratch for operating properties, recreational properties, land development, energy projects, infra projects and REIT. Should have experience in understanding and handling complex models. Understanding of VBA macros and power query will be an added advantage. Excellent verbal and written communication skills. Superior problem-solving skills, self-motivation, and the capacity to work under pressure and tight deadlines. Personally, strives to ensure data quality, consistency, and accuracy in all work. A desire to work within a diverse, collaborative, and driven professional environment. Have experience of direct client communication and project management. Ready to adapt as per the changing requirement of the business. Self-motivating individual who is detail-oriented, has strong organizational skills, and the ability to work independently and within a team under deadlines. Qualification required Bachelors or Masters degree in finance, Real Estate, or related disciplines with excellent academic credentials or an equivalent combination of education and experience. Advanced proficiency in Excel and financial modeling. Computer proficiency including Microsoft office (excel, word, power point). Have completed CFA certification but not mandatory. Good to have financial modeling certifications. Shift- 1 pm to 10 pm
Posted 1 month ago
5 - 10 years
8 - 17 Lacs
Gurugram
Hybrid
Job Description: Support Investment Bankers in the US on various financial and business research products, primarily: Writing Company Profiles / Industry Reports Comparable Company Analysis and Comparable Transaction Analysis Business Information Services Working on various applications and databases such as Capital IQ, Bloomberg, Thomson Research, Thomson One, Factiva etc. In-depth knowledge of financial instruments / terminologies Proficient in MS Office Prior experience in Excel, Word and PowerPoint Regular interaction with the client to ensure efficient process management and effective client support Working on Critical Projects / Pilots Qualifications: BA (Finance), CFA/ CA/ Graduate (B.COM/ BBA) + CFA Pursuing (at least Level 1 Qualified)/ Masters in Finance/ FRM Minimum 5 years of experience in Investment Banking and Financial Research Additional Information Work under high pressure and long hours Analytical mindset Good communication skills Problem solving capabilities Ability to work independently Handling client communication Attention to minute details
Posted 1 month ago
2 - 5 years
0 Lacs
Gurugram, Haryana, India
On-site
Key ResponsibilitiesWill be responsible for working as part of the dedicated team for investment bankIndustry studies, thematic research, mailers/newsletters, industry landscape and mapping, Company profiling (Public/Private), Industry / benchmarking analysis, preparation of pitchbooks, information memorandum, confidential information memorandums, buyer and target screening, prospect benchmarking and marketing materials, trading and comparable comps database, precedent transaction analysis, valuation methodologies (SOTP, Relative Valuation, DCF, LBO) and Client CoordinationProvide high quality analysis on projects including critical industry or market analysis, company reports, ad-hoc requests, financial analysis, competitive benchmarking and opportunity assessments through in-depth secondary researchExposure to different sectors such as Industrial, Consumer, Healthcare, Technology etc. or Generalist. Focus on technology subsectors would be added advantageContributes toward managing project timelines and quality of deliverables in a manner to ensure “high client satisfaction”Demonstrate strength and flair in client/requester relationship building and management, information/knowledge needs assessmentKey CompetenciesGood written and verbal communication skillsExpert knowledge on financial databases (Bloomberg, Capital IQ, Thomson Reuters, Pitchbook, Merger Market)Valuation of companies by building comprehensive financial models using DCF, LBO, M&A and relative valuation techniques Minimum 3 years of experience in IB.
Posted 1 month ago
2 - 4 years
0 Lacs
Navi Mumbai, Maharashtra, India
On-site
Job Description JOB ACCOUNTABILITIESSupport senior members of the Group Corporate Finance and Business Development (CF BD) team in the evaluation and execution of new project investments, acquisitions, divestments and financing.Support senior members of the Group CF BD team to undertake due diligence through: Data collection and assistance in performing desktop research on a particular opportunity including the nature of the opportunity and the stakeholders involvedAssist in conducting detailed due diligence on the country, market, competitive environment and company-specific commercial, financial and legal issues.Review and analyze information memorandums, vendor due diligence reports and summarise key areas of risks and upsides for senior CF BD team membersWork with senior Group CFBD members or business units or regional offices to prepare detailed financial models to project business performance and conduct various sensitivity analysis to determine economic viability of the opportunity to DP WorldAssist in the preparation of presentations and other materials for internal project approvals Assist senior CF BD team members in managing the overall process (internally and externally) within the required timeframePrepare and/or review financial models that are appropriate for our external strategic partners, external lenders, third-party financiers, etc. in order to determine the optimum capital structureAssist in the preparation of and/or review information memorandums for our external strategic partners, potential lenders and suchAssist in monitoring of completed investments including preparation of Post Investment ReviewsPromote and demonstrate positive behaviour in harmony with DP World’s values and cultureParticipate in ongoing training programs within the CF BD team and in the wider organizationWork collaboratively and flexibly with all members of the CF BD team, other HO teams and the business units Other Act as an ambassador for DP World at all times when working; promoting and demonstrating positive behaviours in harmony with DP World’s Principles, values and culture; ensuring the highest level of safety is applied in all activities; understanding and following DP World’s Code of Conduct and Ethics policiesPerform other related duties as assigned KEY DELIVERABLES The Group Corporate Finance and Business Development department has a global responsibility particularly with respect to investment review, strategic portfolio management, project financing and other corporate initiatives. The focus of this role is to provide strong financial analysis and overall execution support to projects being managed and reviewed by the team. QUALIFICATIONS, EXPERIENCE AND SKILLSMinimum requirement of a Bachelor’s degree Professional qualification in accountancy or finance (such as CFA/ CPA/CMA/ACCA and such) 2-4 years total work experience working on building, auditing financial models with a corporate in the maritime / infrastructure industry, or at a reputable investment bank or advisory firm or BIG 4 services firm or infrastructure focused buy-side fundExcellent understanding of corporate finance concepts and practical experience of working on various valuation methodologies (DCF, Comparable Companies Analysis and such), M&A synergy analysis and suchExperience of working in the infrastructure / utility industry, with an ability to demonstrate an understanding of the value drivers of a capital intensive, long life, cash generative businesses is desirable Excellent Financial Modelling capabilities and MS office capabilities (Powerpoint / Word) is essentialWorking with Bloomberg, FactSet, Capital IQ databases is desirableStrong ability to undertake research, analyze and understand information to effectively make informed decisions High attention to details and ability to multitask Strong work ethic with ability to work with minimal supervision on tight deadlinesProven ability to work collaboratively, consultatively and inclusively with excellent teamwork skillsEffective business communication skills and fluency in written and spoken English Proficiency in one additional language besides English desireable COMMUNICATIONS AND WORKING RELATIONSHIPS Internal Daily interaction with other member of the Group CF BD team and functional experts from other DP World departments Daily/weekly interaction with the regional offices and business units.Periodic Interaction with senior management as and when necessary to discuss project issues External Engagement with various external parties.Regular performance of data gathering and DD meetingsManging external DD consultants FRAMEWORKS, BOUNDARIES AND DECISION-MAKING AUTHORITY Performing analysis and financial evaluation both independently and in support of other team members. Presentation of recommendations and submission of reports to the senior CF & BD team members
Posted 1 month ago
12 - 15 years
0 Lacs
Noida, Uttar Pradesh, India
On-site
At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. EY-Strategy and Transactions (SaT)– VME Associate Director As part of our EY-Valuation, Modelling and Economics team, you will help clients understand the value of their business, securities, intellectual property, capital equipment, intangibles and other assets. The group is comprised of several key areas, including business valuation, business modelling, capital equipment and complex securities. The opportunity We’re looking for Associate Director with expertise in Corporate Finance to join EY-VME (Valuation, Modelling and Economics). Our corporate finance consultants help corporates, private equity, governments, sovereign wealth funds, private and family businesses, and educational institutions with their key financial issues. From portfolio review and capital allocation processes to financial planning analytics and decision support, we support our clients with their capital allocation decisions. This is a fantastic opportunity to be part of a leading firm and develop your career through a broad scope of engagements, mentoring, and learning & development. Specifically, you will be a part of the team that helps the clients understand the valuation implications of their corporate finance, capital allocation, restructuring and / or transaction related decisions. Your Key Responsibilities Understand key client problems and taking a lead role in conducting analyses related to solving their problems in the corporate finance arena and reporting resultsBuild internal and external branding for the teams in terms of thought leadership, leading client pursuits and ensure quality client deliverablesAssume a steering role in report generation and detailed financial modellingDevelop deep understanding of the markets and key clients to identify opportunities for new services and solutions, that drive sustainable growth and future-proof our business; lead conversations with stakeholders with consulting and problem-solving mindsetTake ownership of your projects, while working collaboratively with other team membersMaintain and develop positive, productive, and professional relationships with clients and winning repeat businessDeep functional and sector knowledge is required to ensure value-driven and insightful resultsLead high-complexity engagements and critical account relationships to build a successful partnership and become a trusted advisor to clients and EY onsite leadersMeasure and monitor key performance metrics and make required interventions to bring performance on course Skills And Attributes For Success Deep understanding of the financial valuation methods including DCF and relative valuationsUse current technology and tools to enhance the effectiveness of services providedExperience in Equity Research, Investment Banking and Corporate FinanceExcellent analytical, project-management, communication, interpersonal, and teaming skillsThe ability to work within a given budget and schedule, providing top-quality results in a fast-paced, dynamic environmentWillingness and ability to travel, when necessary.Experience in analyzing complex business situations from a capital allocation / diagnostics lens and providing state of the art solutions to clients To qualify for the role, you must have A post graduate degree in Finance, Economics, Accounting (CA), with demonstrated aptitude in quantitative and qualitative analysis, or equivalent experienceA minimum of 12-15 years of relevant experience with a national valuation firm or accounting firm’s valuation practice, or in quantitative management or litigation consulting, investment banking, private equity/venture capital or commercial bankingAchievement of or significant progress towards a CFA, FRM, PRM or PMP designation is a plus, with an expectation of the completion of one designation within a given timeframe Ideally, you’ll also have An advanced degree (masters or Ph.D.) in Finance, Economics, Accounting (CA), with demonstrated aptitude in quantitative and qualitative analysis of financial instruments, or equivalent experienceExcellent analytical, project-management, communication, interpersonal, and teaming skillsThe ability to work within a given budget and schedule, providing top-quality results in a fast-paced, dynamic environmentAchievement of or significant progress towards a CFA, FRM, PRM or PMP designation is a plus, with an expectation of the completion of one designation within a given timeframe The successful candidate must be committed to staying at the cutting edge of both, latest derivative valuation techniques and the financial and accounting standards that guide the use of these techniques. What We At GDS SaT Offer A Team of people with commercial acumen, technical experience and enthusiasm to learn new things in this fast-moving environmentAn opportunity to be a part of market-leading, multi-disciplinary team of 3500 + professionals, in the only integrated global transaction business worldwide.Opportunities to work with EY SaT practices globally with leading businesses across a range of industries What Working At EY Offers At EY, we’re dedicated to helping our clients, from start–ups to Fortune 500 companies — and the work we do with them is as varied as they are. You get to work with inspiring and meaningful projects. Our focus is education and coaching alongside practical experience to ensure your personal development. We value our employees and you will be able to control your own development with an individual progression plan. You will quickly grow into a responsible role with challenging and stimulating assignments. Moreover, you will be part of an interdisciplinary environment that emphasizes high quality and knowledge exchange. Plus, we offer: Support, coaching and feedback from some of the most engaging colleagues aroundOpportunities to develop new skills and progress your careerThe freedom and flexibility to handle your role in a way that’s right for you EY | Building a better working world EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets. Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate. Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.
Posted 1 month ago
12 - 15 years
0 Lacs
Noida, Uttar Pradesh, India
On-site
At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. EY-Strategy and Transactions (SaT)– VME Associate Director As part of our EY-Valuation, Modelling and Economics team, you will help clients understand the value of their business, securities, intellectual property, capital equipment, intangibles and other assets. The group is comprised of several key areas, including business valuation, business modelling, capital equipment and complex securities. The opportunity We’re looking for Associate Director with expertise in Corporate Finance to join EY-VME (Valuation, Modelling and Economics). Our corporate finance consultants help corporates, private equity, governments, sovereign wealth funds, private and family businesses, and educational institutions with their key financial issues. From portfolio review and capital allocation processes to financial planning analytics and decision support, we support our clients with their capital allocation decisions. This is a fantastic opportunity to be part of a leading firm and develop your career through a broad scope of engagements, mentoring, and learning & development. Specifically, you will be a part of the team that helps the clients understand the valuation implications of their corporate finance, capital allocation, restructuring and / or transaction related decisions. Your Key Responsibilities Understand key client problems and taking a lead role in conducting analyses related to solving their problems in the corporate finance arena and reporting resultsBuild internal and external branding for the teams in terms of thought leadership, leading client pursuits and ensure quality client deliverablesAssume a steering role in report generation and detailed financial modellingDevelop deep understanding of the markets and key clients to identify opportunities for new services and solutions, that drive sustainable growth and future-proof our business; lead conversations with stakeholders with consulting and problem-solving mindsetTake ownership of your projects, while working collaboratively with other team membersMaintain and develop positive, productive, and professional relationships with clients and winning repeat businessDeep functional and sector knowledge is required to ensure value-driven and insightful resultsLead high-complexity engagements and critical account relationships to build a successful partnership and become a trusted advisor to clients and EY onsite leadersMeasure and monitor key performance metrics and make required interventions to bring performance on course Skills And Attributes For Success Deep understanding of the financial valuation methods including DCF and relative valuationsUse current technology and tools to enhance the effectiveness of services providedExperience in Equity Research, Investment Banking and Corporate FinanceExcellent analytical, project-management, communication, interpersonal, and teaming skillsThe ability to work within a given budget and schedule, providing top-quality results in a fast-paced, dynamic environmentWillingness and ability to travel, when necessary.Experience in analyzing complex business situations from a capital allocation / diagnostics lens and providing state of the art solutions to clients To qualify for the role, you must have A post graduate degree in Finance, Economics, Accounting (CA), with demonstrated aptitude in quantitative and qualitative analysis, or equivalent experienceA minimum of 12-15 years of relevant experience with a national valuation firm or accounting firm’s valuation practice, or in quantitative management or litigation consulting, investment banking, private equity/venture capital or commercial bankingAchievement of or significant progress towards a CFA, FRM, PRM or PMP designation is a plus, with an expectation of the completion of one designation within a given timeframe Ideally, you’ll also have An advanced degree (masters or Ph.D.) in Finance, Economics, Accounting (CA), with demonstrated aptitude in quantitative and qualitative analysis of financial instruments, or equivalent experienceExcellent analytical, project-management, communication, interpersonal, and teaming skillsThe ability to work within a given budget and schedule, providing top-quality results in a fast-paced, dynamic environmentAchievement of or significant progress towards a CFA, FRM, PRM or PMP designation is a plus, with an expectation of the completion of one designation within a given timeframeThe successful candidate must be committed to staying at the cutting edge of both, latest derivative valuation techniques and the financial and accounting standards that guide the use of these techniques. What We At GDS SaT Offer A Team of people with commercial acumen, technical experience and enthusiasm to learn new things in this fast-moving environmentAn opportunity to be a part of market-leading, multi-disciplinary team of 3500 + professionals, in the only integrated global transaction business worldwide.Opportunities to work with EY SaT practices globally with leading businesses across a range of industries What Working At EY Offers At EY, we’re dedicated to helping our clients, from start–ups to Fortune 500 companies — and the work we do with them is as varied as they are. You get to work with inspiring and meaningful projects. Our focus is education and coaching alongside practical experience to ensure your personal development. We value our employees and you will be able to control your own development with an individual progression plan. You will quickly grow into a responsible role with challenging and stimulating assignments. Moreover, you will be part of an interdisciplinary environment that emphasizes high quality and knowledge exchange. Plus, we offer: Support, coaching and feedback from some of the most engaging colleagues aroundOpportunities to develop new skills and progress your careerThe freedom and flexibility to handle your role in a way that’s right for you EY | Building a better working world EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets. Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate. Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.
Posted 1 month ago
3 - 7 years
10 - 15 Lacs
Gurugram
Hybrid
Job Purpose Acuity is currently looking for dedicated and motivated individuals who have strong leadership, organizational and teamwork skills for its Investment Banking team based in Gurgaon. Key Responsibilities Supporting our client in Metal & Mining sector Preparing financial analysis including trading/ transaction comparable, operational/ financial benchmarking, valuation analysis, etc. Preparing pitch books, industry research, deals & peers screening, company profiles and company focused discussion documents related to various industries. Meeting project timelines and quality of deliverables in a manner to ensure high client satisfaction Conducting quality control check of the outgoing reports / packs Engaging client independently on calls and e-mails Other responsibilities include: Scoping the new projects, structuring deliverables/new research products Producing high quality informative and visually appealing presentations and deck Key Competencies Post-Graduation in Finance or equiv. qualification (CFA, MBA, ACCA, or equiv.) 3-6 years of experience in the Investment banking space Excellent written and spoken communication skills with experience in client relationship management Should be able to work independently with minimal guidance as the job requires working with senior leadership team at the clients end Should be well versed with MS Office suite specially Microsoft Excel and Power Point (extensive use of excel models and powerpoint) Working knowledge of database such as Factset, Bloomberg, CapitalIQ, Thomson, etc.
Posted 1 month ago
0 years
0 Lacs
Ahmedabad, Gujarat, India
On-site
Company DescriptionATHARVA VALUATION is a boutique valuation service provider company based in Ahmedabad, Gujarat. We cater to the valuation requirements of corporates, specializing as a Registered Valuer under the class of Securities & Financial Assets enrolled with the Insolvency and Bankruptcy Board of India (IBBI). We offer independent and fair valuations for various business requirements. Role DescriptionThe Valuation Intern will assist in conducting business valuations including DCF valuation, intangibles valuation, valuation for mergers and acquisitions, IBC valuation, AIF investments valuation, etc., utilizing analytical skills and financial modeling techniques. They will also assist in valuation processes and provide support in finance-related activities. QualificationsBusiness Valuation and Valuation skillsAnalytical Skills and Financial Modeling skillsStrong knowledge of FinanceExperience in conducting valuations and financial analysisExcellent communication and presentation skillsAttention to detail and ability to work with complex dataProficiency in valuation software and Microsoft ExcelCFA I cleared candidates or MBA (Finance) or Inter CA shall be preferred
Posted 1 month ago
1 - 6 years
11 - 21 Lacs
Gurugram
Hybrid
About Investment Research (IR)- As a global leader in knowledge processes, research, and analytics, you'll be working with a team that specializes in global market research, working with the top-rated investment research organizations, bulge bracket investment banks, and leading asset managers. We cater to 8 of the top 10 global banks, working alongside their product and sector teams, supporting them on deal origination, execution, valuation, and transaction advisory-related projects. What you will be doing at Evalueserve- Create and maintain MS Excel-based financial models with forecasts Conduct extensive company valuations involving approaches such as DCF, DDM, trading and transaction multiples, and EVA Benchmark companies using financial and operating statistics Collect information from industry or sector databases Create presentations on industry and company research for marketing and roadshow activities. Collect financial data using online and other sources such as Bloomberg and Thomson Reuters Create / maintain industry databases wherever relevant Handle ad hoc research requests Prepare company profiles; earning and flash notes; quarterly updates; coverage, sector, and theme-based reports; newsletters; etc. Summarize investment conference calls What we are looking for- MBA / CA / CFA with 1+ years of relevant experience in equity research Ability to identify and solve issues effectively and within deadlines Basic knowledge of microeconomics / macroeconomics is must Strong accounting and financial analysis skills Ability to think outside the box Excellent communication and interpersonal skills Proficiency in MS Office, especially MS Excel Knowledge of VBA will be advantageous Disclaimer: The following job description serves as an informative reference for the tasks you may be required to perform. However, it does not constitute an integral component of your employment agreement and is subject to periodic modifications to align with evolving circumstances.
Posted 1 month ago
5 - 8 years
0 Lacs
Mumbai, Maharashtra, India
On-site
About Company The family office, managed by an Ultra High Net Worth (UHNI) veteran investor, oversees $2 billion in Assets Under Management (AUM) and specializes in preparing high-growth portfolio companies for IPOs. It has managed IPOs and fund raising for marquee companies like Patanjali, Idea Vodafone, and Garuda and state government.In addition to IPOs, the investor actively commits capital to private equity funds, enhancing portfolio diversity and growth potential through strategic private investments. This balanced approach allows the family office to leverage opportunities in both public and private markets.With a pipeline of over 20 IPOs in the next two years, the family office is well-positioned as a leader in the capital markets. Its expertise spans public listings and private equity, driving sustained value across its portfolio. Job Description About the Role:We are seeking a highly analytical and detail-oriented Senior Analyst with a strong background in Equity Research and/or Private Equity. The ideal candidate will be responsible for evaluating investment opportunities, building financial models, conducting deep-dive industry and company analysis, and supporting the investment decision-making process. This role demands strong financial acumen, commercial thinking, and the ability to distill insights into actionable recommendations.Key Responsibilities:Equity Research :● Conduct fundamental research and build detailed financial models, DCF valuations, and relative valuations for listed companies.● Analyze earnings, industry trends, macroeconomic data, and regulatory developments.● Prepare investment notes, stock recommendations, and sectoral outlooks.● Monitor portfolio performance and track company developments, earnings calls, and management commentary. Private Equity / Deal Evaluation :● Evaluate potential private equity investment opportunities through business due diligence, financial analysis, and market assessment.● Build and review financial models to assess investment returns, capital structure, and sensitivity scenarios.● Assist in deal structuring, term sheet preparation, and coordination with legal, tax, and transaction advisors.● Support the end-to-end investment lifecycle – from sourcing and evaluation to post-investment monitoring and exit strategy. Research & Strategy :● Perform sector and thematic research to identify high-growth, undervalued, or turnaround opportunities.● Collaborate with senior stakeholders to define investment theses and support portfolio strategies.● Maintain comprehensive deal and research documentation in line with internal compliance standards.Key Requirements:● Bachelor’s/Master’s degree in Finance, Economics, Accounting, or related field. MBA/CFA is highly preferred.● 7+ years of relevant experience in Equity Research, Private Equity, Investment Banking, or Consulting.● Strong financial modeling and valuation skills (Excel, PowerPoint, etc.).● Excellent written and verbal communication skills – ability to present investment ideas effectively.● Deep understanding of financial statements, corporate strategy, and market dynamics.Preferred Qualifications:● Experience covering specific sectors (e.g., Manufacturing, Consumer, Finance, etc.) is an advantage.● Familiarity with databases like Bloomberg, Capital IQ, Refinitiv, Ace Equity, or similar tools.● Exposure to deal execution, portfolio company engagement, or exit strategy is a plus.
Posted 1 month ago
3 - 5 years
7 - 11 Lacs
Mumbai, Chennai
Work from Office
Role: To support US Clean tech Energy team of one of the top global investment bank in day-to-day research - this includes proficiency in financial modelling and report writing, working on adhoc requests and an eye for attention to detail. Responsibilities: Build and update company and industry models for US cleantech sector Create and maintain databases using data from different sources Assist in writing regular research publications - earnings previews, review, etc. Contribute meaningful research ideas for thematic publications Carry out sector analysis and help onshore analyst in coming up with investment themes /ideas Keep a track of latest developments in the companies under coverage and the sector and incorporate these into the research publications etc. Assist with data aggregation and ad-hoc requests Respond to client inquiries with respect to designated coverage areas Deepen research skills to prepare investment thesis and generated differentiated research ideas Work on presentations/slide decks summarizing investment research Roles and Responsibilities Role: To support US Clean tech Energy team of one of the top global investment bank in day-to-day research - this includes proficiency in financial modelling and report writing, working on adhoc requests and an eye for attention to detail. Responsibilities: Build and update company and industry models for US cleantech sector Create and maintain databases using data from different sources Assist in writing regular research publications - earnings previews, review, etc. Contribute meaningful research ideas for thematic publications Carry out sector analysis and help onshore analyst in coming up with investment themes /ideas Keep a track of latest developments in the companies under coverage and the sector and incorporate these into the research publications etc. Assist with data aggregation and ad-hoc requests Respond to client inquiries with respect to designated coverage areas Deepen research skills to prepare investment thesis and generated differentiated research ideas Work on presentations/slide decks summarizing investment research
Posted 1 month ago
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