Financial Analyst

2 years

0 Lacs

Posted:13 hours ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

About the Job


Responsibilities

IPO Data Coordination & Support

  • Assist in compiling and validating data for DRHP, RHP, SEBI queries, and financial models.
  • Liaise with internal stakeholders (Finance, Legal, HR, Operations) to provide accurate and timely data to merchant bankers, auditors, and legal teams in coordination with IPO project team.
  • Support investor deck preparation data and ensure alignment of financial KPIs, capex data, and historical trends.


Financial Analysis & MIS Reporting

  • Preparation and generation of data for monthly and quarterly financial dashboards covering P&L, balance sheet, and cash flow.
  • Preparation and generation of data for business performance, variance, and key ratios.
  • Develop Excel- or Power BI-based reports for management reviews and investor presentations.


Data Governance & Process Improvement

  • Ensure consistency and integrity of data across ERP (SAP), Excel models, and MIS tools.
  • Establish documentation trails, working files, and review protocols for internal and external reporting.
  • Identify and support automation opportunities in reporting and reconciliation processes.


Post-IPO Compliance & Investor Support

  • Assist in data gathering for preparing quarterly investor updates, financial disclosures, and earnings decks.
  • Coordinate cross-functional responses for new compliance and disclosure requirements post-listing.
  • Maintain audit-ready documentation and track regulatory reporting timelines.


Qualifications

  • Chartered Accountant (CA) – Qualified with 2 years post-qualification experience
  • Experience in financial analysis, MIS data, or IPO due diligence support preferred
  • Proficiency in Microsoft Excel, PowerPoint, and ERP systems (SAP preferred)
  • Familiarity with Power BI, Tableau, is a plus
  • Strong command of accounting, financial modeling, and data integrity practices


Preferred Skills

  • Experience with Power BI and Tableau
  • Knowledge of IPO processes

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