Financial Analyst

About the Group:

Valuation

Job Profile: Junior Financial Analyst

Position Title:  Financial Analyst

Department / Division: CFO Services Division & Valuation Division

Reporting To: Director

Location:

Experience Required:

1–2 Years of relevant experience in financial analysis, MIS reporting, or valuation support.

Compensation:

₹9,00,000 per annum (CTC)

Role Overview:

Financial Analyst

The candidate will work directly with senior management and client leadership teams to interpret financial data, design analytical frameworks, and present actionable insights that support strategic decision-making.

Key Responsibilities:

1. MIS & Management Reporting

• Develop and maintain comprehensive

  MIS reports

  covering financial and operational KPIs for client organisations.
• Automate periodic reporting through Excel macros, Power Query, and Python-based scripts.
• Support monthly/quarterly performance analysis and board-level reporting.
• Identify reporting gaps and enhance data presentation for management decision-making.

2. Financial Modelling & Projections

• Prepare

  financial projection models

  incorporating revenue, cost, and cash flow assumptions.
• Assist in building integrated

  P&L, Balance Sheet, and Cash Flow statements

  .
• Conduct scenario and sensitivity analyses to assess business performance under multiple cases.
• Maintain model documentation and ensure version control and data accuracy.

3. Valuation Assignments

• Assist in preparing

  valuation models

  (DCF, Comparable Companies, Transaction Multiples).
• Perform

  financial due diligence

  and industry/peer benchmarking.
• Support the preparation of valuation reports and presentation materials for clients and investors.
• Handle large data sets for valuation analysis using Excel and BI tools.

4. Dashboard & Automation

• Create and manage

  interactive dashboards

  using Power BI, Tableau, or Excel for real-time insights.
• Build

  automated reporting solutions

  using Python, VBA, or Power Query.
• Standardise recurring analytical processes and contribute to efficiency improvements across projects.

5. Client & Management Interaction

• Coordinate with

  client management teams

  to gather financial data and clarify assumptions.
• Present analytical insights and findings to the

  CFO and senior management

  of client companies.
• Participate in client meetings, performance reviews, and project discussions.

Required Skills & Competencies:

• Advanced Excel proficiency

  , including use of formulas, macros, and financial modelling.

• Python scripting

  skills for data automation and analytics, preferred.
• Strong knowledge of

  Power BI, Tableau

  , and dashboard development.
• Expertise in

  PowerPoint

  for creating high-quality presentations and management decks.
• Knowledge to use AI tools.
• Strong understanding of accounting principles, corporate finance, and valuation methodologies.
• Excellent analytical, problem-solving, and quantitative abilities.
• Strong communication and presentation skills.
• High attention to detail, time management, and ability to meet tight deadlines.

Educational Qualifications:

• CA / CA Inter / MBA (Finance) / CFA

  (preferred qualification).
• Additional certifications in financial modelling, BI tools, or analytics will be an added advantage.

Behavioural Attributes:

• Proactive, analytical, and eager to learn.
• High professional integrity and confidentiality.
• Ability to work collaboratively in cross-functional teams.
• Adaptable to dynamic client and business requirements.

Career Progression:

Financial Analyst / Senior Analyst / Assistant Manager – CFO & Valuation Services

Remuneration & Benefits:

• Salary:

  ₹9,00,000 p.a.
• Performance-based incentive structure.
• Learning opportunities in valuation, automation, and BI analytics.
• Exposure to diverse industries and corporate clients.