Financial Analyst/Financial Planning & Strategy Analyst

Company Description

SME Solutions Advisory LLP is a dedicated advisory firm providing end-to-end handholding support to MSMEs, SMEs, and Startups across India.

We empower businesses at every stage of their growth through strategic, financial, and operational guidance aimed at building sustainable and scalable enterprises.

Our Core Service Offerings:

1. Business Consulting

• Business strategy formulation
• Process optimisation and organisational development
• Financial and operational restructuring
• Business model refinement and scalability planning

2. MSME Incubation Services

• Idea-to-execution support for early-stage entrepreneurs
• Market validation, prototype guidance, and business planning
• Mentorship, compliance support, and resource enablement
• Assistance in building investor-ready documentation

3. Fund-Raising Advisory

(Debt Syndication & Equity Capital)

• Bank loans, working capital assistance, and term funding
• Equity fund-raising through investors, angels, VCs and private equity
• Preparation of financial models, CMA, pitch decks and investor notes
• Coordination with banks, funds, and financial institutions

4. Subsidy & Incentive Facilitation

• Assistance in identifying eligible state and central government subsidies
• End-to-end documentation, application filing, and follow-up
• Guidance on credit-linked incentives, capital subsidies, and tax benefits

5. Virtual CFO Services

• Financial planning & budgeting
• MIS reporting and analysis
• Cash flow management, cost control, and performance monitoring
• Business re-engineering for efficiency and profitability

1. Job Title

Financial Analyst / Financial Planning & Strategy Analyst

2. Role Purpose

To provide deep financial insights, business modelling, forecasting and strategic recommendations through analytical, structured and technology-driven approaches. The role supports management and clients in decision-making, cost optimisation, business process improvements and long-term value creation.

3. Key Responsibilities

A. Financial Analysis & Reporting

• Conduct financial modelling, budgeting, forecasting and scenario planning.
• Analyse P&L, Balance Sheet, Cash Flow and variance reports.
• Evaluate business performance trends and provide actionable insights.
• Prepare investment feasibility studies and ROI calculations.

B. Business Strategy & Consulting

• Apply CFA-level analytical knowledge to support business decisions.
• Identify improvement opportunities through Business Process Re-engineering (BPR).
• Prepare strategic recommendations for revenue enhancement, cost reduction and process optimisation.
• Assist clients in financial planning, capital structuring, and business expansion strategies.

C. Business Model & Market Analysis

• Assess business models, revenue streams and operational efficiency.
• Perform competitive analysis and benchmark industry performance.
• Identify gaps and design bridging strategies for improved scalability.

D. Technical & Analytical Tools

• Build dashboards and automated reports using Power BI, Tableau, Advanced Excel, SQL.
• Perform advanced data analytics, sensitivity analysis and risk assessment.
• Present insights through visual storytelling and structured frameworks.

E. Cross-functional Collaboration

• Work closely with internal teams — finance, operations, sales, leadership.
• Coordinate with clients to understand requirements and deliver financial solutions.
• Support management in preparing board reports, investor presentations and MIS.

4. Required Skills & Competencies

• CFA-qualified or equivalent advanced financial certification.
• Strong analytical and strategic thinking.
• Expertise in Power BI, Tableau, Excel modelling, SQL.
• Knowledge of valuation, financial modelling and risk analysis.
• Creative problem-solving approach.
• Structured methodology for analysing and solving business problems.
• Excellent communication and presentation skills.

5. Key Deliverables

• Monthly MIS dashboards
• Financial models and forecasts
• Business process improvement reports
• Client-specific consulting reports
• Gap analysis and bridging plan
• Investment and feasibility reports