2260 Financial Modelling Jobs - Page 36

About The Role The candidate must possess in-depth functional knowledge of the process area and apply it to operational scenarios to provide effective solutions. The candidate must be able to identify discrepancies and propose optimal solutions by using a logical, systematic, and sequential methodology. It is vital to be open-minded towards inputs and views from team members and to effectively lead, control, and motivate groups towards company objects. Additionally, the candidate must be self-directed, proactive, and seize every opportunity to meet internal and external customer needs and achieve customer satisfaction by effectively auditing processes, implementing best practices and process improvements, and utilizing the frameworks and tools available. Goals and thoughts must be clearly and concisely articulated and conveyed, verbally and in writing, to clients, colleagues, subordinates, and supervisors. Process Manager Role and responsibilities: Develop and maintain pricing models (Deal Calculators) to support data-driven pricing decisions. Conduct profitability and margin analysis on different services to optimize pricing and revenue. Track and report on key pricing performance indicators, including revenue, margins, charge out rates, pyramid etc. Collaborate with the sales and delivery teams to support the development of pricing proposals. Present pricing recommendations and performance insights to cross-functional teams, including sales, delivery and pre-sales Identify and implement process improvements in pricing data collection, analysis, and reporting. Leverage data analytics and visualization tools to improve the efficiency and effectiveness of pricing insights. Monitoring and reporting on pricing performance and competitiveness Preferred candidate profile: MBA in finance or CA with 2-3 years of prior experience in a similar role including exposure to managing pricing processes, implementing pricing initiatives, and creating pricing process documentation In-depth knowledge of BI tools (Tableau, Cognos, etc) Strong understanding of pricing strategies and concepts, analytical and quantitative skills, with experience in financial modelling and data analysis. Proficiency in Microsoft Office tools

KEY ACCOUNTABILITIES As a performance analyst, you will be focused on ensuring the accurate and timely delivery of investment performance and analytical reporting for various stakeholders that include Portfolio Managers, Client Groups (Sales and Marketing) and Senior Management. Review performance and portfolio analytics for use in client reports Attend to queries on fund and/or benchmark returns, asset returns or attribution results. Attend to requests from fund managers, client portfolio managers, sales & marketing on performance and attribution Produce peer fund comparison analysis based on Morningstar Direct Provide support to the Transition team and the Sales team for all transition activities (onboarding of new funds, asset transfer, fund termination, etc.) Manage the performance-specific change process with our partners (includes raising change requests, follow-up, testing and validation) Maintain the list of GIPS® composites and provide assurance that the firm complies with the GIPS® standards Maintain stakeholder relationships and manage expectations. Identify and execute continuous process improvement and automation. Maintain portfolio data to ensure accurate performance calculations. EXPERIENCE / QUALIFICATIONS 3 to 9 years relevant experience in a performance analysis, risk analysis or similar role CIPM or CFA is preferred (or working towards) Strong understanding of portfolio analysis including performance and attribution calculation methodologies Experience in using FactSet (B-one, SPAR and PA) is a plus. Experience in using Morningstar Direct, Aladdin or Bloomberg is an advantage. Strong Excel skills and programming language (particularly Power Query or SQL) is highly desirable. GENERAL CANDIDATE ATTRIBUTES Strong understanding of various investment processes (equity, fixed income, multi-asset, alternatives) Well-rounded knowledge of asset management operational workflows Highly organized and proactive Ability to multi-task and with strong attention to detail Ability to interact and communicate effectively. Ability to work in a high-pressure environment with tight deadlines. Audit and controls focused. Must be a team player.

Scripbox is hiring a Strategy Analyst to drive stakeholder management, strategic planning,fundraise support, mergers and acquisitions, financial planning + modelling, and businessanalytics + insights. Key Responsibilities 1. Stakeholder Management: Act as a liaison for board and investor communications,delivering board decks, other investor updates, and appropriate responses torequests. 2. Strategic and Financial Planning: Drive financial planning initiatives andperformance tracking reviews, relying on robust modeling and strong data driveninsights. 3. Fundraising: Play a key role across fundraise stages, including data roompreparation, investor engagement, business evaluation, commercial negotiations,deal structuring, due diligence, and transaction documentation. 4. Mergers Acquisitions: Identify and evaluate acquisition opportunities, leadingfinancial analysis, due diligence, and negotiations to drive transactions to closure,and support post-merger integration where necessary. 5. Business Analytics Insights: Deliver real-time business intelligence and deepdive analyses to optimise decision making across teams and enhance overallbusiness performance. Requirements Experience: 3-5 years of experience in the founders office, corporate development,corporate strategy, strategy consulting, venture capital, private equity,investment banking, or a related role Skills and Attributes : Possesses strong analytical and strategic acumen, with expertise in financialmodeling, business analysis, and market evaluation, along with the ability tobreak down complex problems, assess business performance, and developdata driven recommendations. Demonstrates a high degree of execution and ownership, proactivelymanaging multiple high-stakes projects, driving initiatives with minimaloversight, and ensuring timely, high quality outcomes. Excels in stakeholder management and communication, effectively engagingsenior leaders, investors, and cross-functional teams while translatingcomplex financial and strategic insights into clear, compelling narratives withdiscretion and confidentiality. Why Join Us Work in a dynamic and innovative environment with unique growth opportunities. Exposure to senior leadership and strategic decision making. Develop your skills in key corporate strategy areas within

We are seeking a highly skilled and motivated Fundamental Research Analyst to join our team. The selected candidate will be responsible for conducting fundamental equity research and developing rule-based equity investment strategies aimed at outperforming industry benchmarks. This role involves close collaboration with other analysts to achieve Alpha generation through high-quality research and strategic implementation. Key Responsibilities Analyze and develop advanced rule-based strategies for equity investments from scratch. Conduct rigorous back-testing of investment strategies to ensure effectiveness. Implement and actively monitor strategies to deliver consistent, risk-adjusted returns. Apply strong fundamental analysis techniques to understand and evaluate equity markets. Interpret complex financial data with speed and accuracy using Excel. Collaborate with a team of fundamental analysts to contribute to multiple investment strategies. Prepare in-depth fundamental reports on sectors, industries, and specific stocks, including financial modeling. Communicate effectively with HNI, corporate, and institutional clients. Desired Educational Qualifications MBA in Finance from a reputed institution and/or pursuing CFA. Completion of NISM Research Analyst Certification Module. NISM Investment Advisory Module (preferred).

Department Aircraft Acquisition & Financing Location Gurugram Designation Assistant Manager/Manager Qualification CA or MBA from a premier institute or CFA. Experience 2-6 years (2-4 Assistant Manager) , (5+ Manager) Primary responsibilities 1) Contract negotiations and management of existing contracts : a. Support IndiGos senior management in making key commercial decision with various Vendors (Airbus, Pratt & Whitney, CFM, Rolls-Royce etc.) b. Liaison with various stake holders and ensure that the key commercial decision and operating challenges are captured in the contract/amendments c. Own administration of contracts and ensure timely action for any information or decisions to be taken as per timelines specified d. Troubleshooting for any issues in contract and maintaining constant dialogue with various stakeholders e. Ensure correctness in computation of pricing, escalations, and liquidated damages under various contracts 2) Fleet planning and monitoring: a. Monitor aircraft deliveries and exits b. Modelling various long term growth scenarios as required by management c. Tracking various parameters on fleet as required by engine contracts 3) Aircraft specification selections and performance analysis support: a. Liaise with various departments to elect specific items like international equipment etc. with OEM and regularize on continuous basis various changes on aircraft (SCN/MSCNs) b. Analyzing LOPAs and analyse aircraft performance data which includes fuel burn, range etc. 4) Financial modelling for various critical business decisions a. Number crunching/excel models to compare per month aircraft cost and various unit cost metrics of various aircraft types in fleet, various engine maintenance costs, fuel burn etc. b. Modelling lessor maintenance reserves 5) Preparation presentations required for senior management. 6) Liaising with lessor on day-to-day basis for the aircraft maintenance events, LC reconciliations etc.

About Corporate and Investment Banking (CIB) As a global leader in knowledge processes, research, and analytics, youll 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- Work as an integral part of the Private Equity Clients deal team and engage in frequent client interactions Analyze and identify potential targets for Private Equity Clients and drive a deal, from initiation to end Build and update financial models, including LBO and DCF, as part of deal valuation, and arrive at reasonable purchase prices Assist in preparing investment memo (research, analysis, presentation development) Create marketing teasers / information memorandum for deals Update the Precedents Transactions list and Public Comps list every quarter Undertake due diligence analysis by slicing and dicing data packs from potential targets Maintain a deal tracker, scan through a data room, and track items that have been uploaded / yet to be uploaded Research on potential funding sources Assist with tracking investor outreach and follow-ups during active fundraising scenarios Assist with responses to lender requests and data analysis Assist in updating the Investor portal Work independently on complex projects and deliver error-free outcomes, while maintaining high levels of efficiency and clear client communication Conduct on-the-job and off-the-job training sessions for new joiners and team members What we are looking for- Postgraduate degree, preferably MBA (specialization in finance and econometrics) / CFA / CA 2 to 7 years of financial / private equity research experience with global clients Sound financial modeling and quantitative skills, and expertise in corporate finance Proficiency in developing PowerPoint presentations (Teasers / CIM) for deals Excellent written and verbal communication skills Proficiency in databases FactSet, CapIQ, Bloomberg, Pitchbook 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. Please Note: We appreciate the accuracy and authenticity of the information you provide, as it plays a key role in your candidacy. As part of the Background Verification Process, we verify your employment, education, and personal details. Please ensure all information is factual and submitted on time. For any assistance, your TA SPOC is available to support you.

Role & responsibilities: Maintaining Investor Relations & Fundraising, Build, strength, and maintain relationships with existing and prospective investors, including HNIs, family offices, and institutional partners. Organize and execute investment drives, roadshows, and presentations in alignment with organizational objectives. Prepare investor decks, financial summaries, and performance reports tailored to stakeholder expectations. Ensure ongoing communication, engagement, and satisfaction of all investors, including timely reporting on returns and business progress. Coordinate legal, financial, and compliance documentation required for investment closures. Business Development & Expansion: Identify and evaluate new business opportunities, including land acquisitions, strategic partnerships, and joint ventures. Conduct market analysis to explore emerging trends, demand patterns, and competitor movements in real estate or allied sectors. Develop feasibility reports, project proposals, and investment case studies for internal approvals. Work closely with internal teams, including Projects, Legal, CRM, and Finance, for seamless execution of identified opportunities. Strategic Collaboration & Internal Reporting: Maintain a robust investor database and track communication using CRM tools. Provide regular reports to the Chief Business Officer regarding investor activities, business leads, and revenue pipeline status. Collaborate with the marketing team for investor communications, brand positioning, and business promotions. Required Skills & Qualifications: Bachelor's degree in business administration, real estate, finance, or a related field. MBA preferred. 59 years of experience in business development, investor relations, or strategic partnerships, preferably in real estate or infrastructure sectors. Strong communication, negotiation, and stakeholder management skills. Proven experience in building and handling investor networks or raising funds for business ventures. Excellent analytical and presentation skills. Familiarity with financial modeling, deal structuring, and business proposals. Preferred Traits: Self-driven with a high level of accountability. Excellent networking skills and presence in industry forums. Ability to work under pressure, prioritize tasks, and drive initiatives independently

A highly analytical and adaptable strategy consultant with 5-7 years of experience, strong Excel and financial modeling expertise, a quantitative academic background, and a proven ability to lead complex projects, analyze and synthesize large datasets into actionable insights, develop scalable PowerApps tools, and deliver strategic recommendations through clear communication, inventive problem-solving, and disciplined execution in high-pressure environments. Job Description: Desired Experience 5-7 years for of experience in strategy / consulting, with data and/or finance modeling experience Necessary Skills Strong Excel & financial modeling skills with experience in analysis of large data sets A quantitative background with a degree in Finance, Accounting, Statistics, Mathematics, or Economics Core Responsibilities Lead project phases (with minimal support), own engagement deliverables and act as a key strategic partner to project leadership. You will support multiple clients, playing a critical role on our most complex strategy assignments. Resilient and adaptable in the face of ambiguity or incomplete data sets; able to make sound assumptions, identify proxies, and build directionally correct models and strategies to move work forward Demonstrates a high level of curiosity and continuous learning mindset; proactively seeks to understand new industries, tools, and methodologies to improve outcomes and client value Creative and inventive in approach to problem-solving; comfortable challenging conventional thinking and developing innovative frameworks or tools when standard solutions fall short Build & optimize Excel-based financial models to help clients estimate economic implications of a loyalty programs and customer engagement strategies Run modeling scenarios, QA, sensitivity analyses, validate assumptions to ensure reliability in forecasts Analyze customer data, such as transactional and promotional data, extract insights in support of strategic approach Storyline quantitative data into clear, thoughtful slides for client presentation. Translate Excel-based financial models and tools into scalable Microsoft PowerApps solutions to improve accessibility, interactivity, and operational integration for clients Ideal Requirements Exceptional analytical & critical thinking skills - able to interpret results, understand implications, and establish strategic recommendations based on comprehensive data analysis Strong communicator, with experience presenting complex data and financial results in clear, concise, and impactful presentation formats Demonstrated leadership ability - effective in both leading junior-level team members and influencing senior clients Quick to learn, adept in taking on new challenges, and a committed to enabling continuous improvement Diligent, disciplined, and accountable - comfortable in performing at a high-level in a dynamic deadline driven environment Location: DGS India - Gurugram - Golf View Corporate Towers Brand: Merkle Time Type: Full time Contract Type: Permanent

Good experience in credit monitoring - financial modelling and credit risk assessment memos Preparing opinion based credit reports and financial models based on fundamental analysis for a set of assigned credits/companies The credit assessment process requires the following: Undertaking research and analysis of an entity through thorough assessment of its credit strengths and weakness and weighing its business and financial risk profile. Understanding the potential for sovereign support or parent support which would need to be factored into the credit assessments. Preparing a detailed credit assessment report and elaborately discuss the company profile and credit risk considerations. Preparing and updating detailed financial models encompassing financial analysis, capital structure analysis, calculation of key credit quality determinants and financial projections (upto 7 years). Determine and recommend ratings to the entity based on the internal rating framework and methodology.

Job Title: Business Analyst / Sr. Business Analyst - Global Investment Banking Location: Bengaluru Work Experience: 0 to 3 years Qualification: MBA (Finance) / CFA L2 (USA) CTC: 4 to 6 LPA Work responsibilities would require the candidate to: Conduct research, analyze information and prepare reports. Develop investment pro-formas & financial models; research & analyze financial data; develop financial & narrative reports & prepare comparable analyses. Support the leadership team in collateral preparation and supporting business development activities. Train / educate new and / or junior team members. Ideal candidate should: Have a passion to learn, ability to multi task and willingness to work in situations that involve tight deadlines. Be comfortable to work in an unstructured environment and meritocratic culture Have good understanding of financial statement analysis and valuation methodologies Possess superior report writing, communication and presentation skills About the Organization: Anplify serves Global Investment Banks and Private Equity Funds for a spectrum of services including: 1. Pitch Book Preparation 2. Confidential Information Memorandum Preparation 3. Mergers and Acquisitions Transaction Support 4. Private Equity and Venture Capital Transaction Support 5. Equity Research Support 6. Company Valuation 7. Business Plan Preparation 8. Financial Modeling 9. Financial Planning & Analysis 10. Budgeting Support and Forecasting 11. Valuation & Business Modeling 12. Company and Industry Research 13. Business Research 14. Company Profiles 15. Partner Search Please check www.anplify.com for details about the company

Job Title: Senior Manager Corporate Finance Location: Ahmedabad Department: Finance & Strategy Reports To: CEO & MD Job Summary: The Senior Manager Corporate Finance plays a critical role in driving financial strategy, capital management, and investment decisions in a fast-paced FMCG environment. This position is responsible for managing financial planning, M&A activities, risk management, and capital structuring to support business growth and operational efficiency. The ideal candidate will bring 10+ years of progressive experience in corporate finance, investment banking, or financial strategy, with a strong background in FMCG, Consumer Goods, or Retail industries . Key Responsibilities: 1. Financial Strategy & Business Planning Develop and execute financial strategies aligned with the companys business goals. Drive annual budgeting, forecasting, and long-term financial planning processes. Analyze financial data to provide strategic recommendations to senior management. 2. Capital Management & Fundraising Optimize working capital, debt, and equity financing to ensure sustainable growth. Lead fundraising efforts, including bank financing, capital markets, and private equity funding . Build and maintain strong relationships with banks, investors, and financial institutions . 3. Mergers & Acquisitions (M&A) & Strategic Investments Lead M&A transactions, including financial due diligence, valuation, and deal structuring . Identify and assess investment opportunities to expand business operations. Oversee integration and post-merger activities to ensure seamless transitions. 4. Financial Modeling, Valuation & Performance Analysis Develop and maintain detailed financial models for forecasting and business analysis. Conduct valuations for acquisitions, joint ventures, and other investment opportunities. Monitor key financial performance metrics and drive profitability improvements. 5. Risk Management, Governance & Compliance Ensure compliance with financial regulations, corporate governance, and internal controls . Identify financial risks and implement mitigation strategies. Work closely with auditors, legal teams, and regulatory authorities. 6. Business Partnering & Leadership Collaborate with cross-functional teams (Operations, Sales, Supply Chain) to optimize financial performance. Lead, mentor, and develop a high-performing corporate finance team . Engage with external stakeholders, including investors and regulators, to build financial credibility. Key Qualifications & Experience: CA / CFA / MBA (Finance) or equivalent qualification . 10+ years of experience in Corporate Finance, Investment Banking, Financial Planning, or Strategic Finance. Strong expertise in FMCG, Consumer Goods, Retail, or Manufacturing industries . Proven track record in M&A transactions, capital structuring, and financial modeling . Experience with fundraising, debt financing, and investor relations . In-depth knowledge of financial regulations, risk management, and compliance . Proficiency in financial software (SAP, Power BI, Excel, or ERP systems) . Key Skills & Competencies: Strong analytical and financial modeling capabilities. Strategic thinking with the ability to influence senior stakeholders. Exceptional leadership and team management skills. Ability to work in a fast-paced, high-growth FMCG environment. Excellent communication and negotiation skills. Preferred Industry Background: FMCG / Consumer Goods / Retail / Manufacturing experience is highly preferred. Prior experience in investment banking, private equity, or Big 4 financial advisory is an advantage.

Review and evaluate business proposals and pricing requests.Ensure proposals align with internal policies and approval processes.Analyze financial models and commercial terms for accuracy and compliance. Provide support in drafting pricing structures for different types of engagements.Identify risks in deals and suggest mitigation strategies.Maintain documentation and records of pricing approvals and decisions. Monitor pipeline activity and deal progress.Support in automating and improving deal desk processes.Ensure consistent application of pricing and approval policies. Prepare reports and dashboards to track deal desk performance. Contact Person- Ramya V Contact Number - 9600070261 Email id- ramya@gojobs.biz

Credit Process Associate / Credit Underwriter Location: Bangalore Experience: 1-3 years Qualification: Bachelor's/Masters degree in Finance, Accounting, Economics, or a related field Job Responsibilities: Analyze financial statements, credit reports, and other relevant documents to assess creditworthiness. Conduct risk assessments and determine credit limits for loan applicants. • Evaluate applications based on predefined credit policies and regulatory guidelines. Collaborate with sales teams, risk teams, and other stakeholders to streamline credit decision-making. Monitor borrower profiles and maintain updated records of credit approvals. • Identify potential risks and recommend risk mitigation strategies. • Ensure compliance with company policies, regulatory requirements, and industry standards. Work on automation tools and credit scoring models for efficiency improvement. • Prepare detailed reports on creditworthiness, approvals, and rejections. Skills & Qualifications: Strong analytical and financial assessment skills. Knowledge of credit policies, financial ratios, and lending principles. Proficiency in financial modeling and risk assessment tools. Good communication and decision-making abilities. Experience with credit assessment software and databases (preferred) Interested and experienced candidates can apply by: Call/WhatsApp: 9205488912 (Pragati) Email: pragti.saxena@cielhr.com

1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular follow ups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI HNI Clients Handling NRI Clients for Equity Broking Domain Knowledge of Products like - Equity/ Stock Broking, PMS, Mutual Funds, AIF, Bonds Experience in handling B2C Exp.-3+ Years in sales of investment products like Mutual Funds, PMS, AIF, Equity Stock Broking) , 2) NISM Series VIII (Equity derivatives)

1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular follow ups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI HNI Clients Handling NRI Clients for Equity Broking Domain Knowledge of Products like - Equity/ Stock Broking, PMS, Mutual Funds, AIF, Bonds Experience in handling B2C Exp.-3+ Years in sales of investment products like Mutual Funds, PMS, AIF, Equity Stock Broking) , 2) NISM Series VIII (Equity derivatives)

1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular follow ups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI HNI Clients Handling NRI Clients for Equity Broking Domain Knowledge of Products like - Equity/ Stock Broking, PMS, Mutual Funds, AIF, Bonds Experience in handling B2C Exp.-3+ Years in sales of investment products like Mutual Funds, PMS, AIF, Equity Stock Broking) , 2) NISM Series VIII (Equity derivatives)

1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular follow ups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI HNI Clients Handling NRI Clients for Equity Broking Domain Knowledge of Products like - Equity/ Stock Broking, PMS, Mutual Funds, AIF, Bonds Experience in handling B2C Exp.-3+ Years in sales of investment products like Mutual Funds, PMS, AIF, Equity Stock Broking) , 2) NISM Series VIII (Equity derivatives)

1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular follow ups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI HNI Clients Handling NRI Clients for Equity Broking Domain Knowledge of Products like - Equity/ Stock Broking, PMS, Mutual Funds, AIF, Bonds Experience in handling B2C Exp.-3+ Years in sales of investment products like Mutual Funds, PMS, AIF, Equity Stock Broking) , 2) NISM Series VIII (Equity derivatives)

1) Coordinating with clients for their daily trades in Commodity. 2) Help customers to Execute trade online and place orders on behalf of customers. 3) Achieve healthy revenues without compromising on clients profitability. 4) Making confirmation of orders and trades done during the day to clients. 5) Advising clients with requisite information regarding the market condition. 6) Activating inactive clients through regular follow up. 7) Regularly following-up with clients and handling their queries. 8) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and 9) impact on stock movements. 10) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, 11) enhancing, & upgrading the client relationship. 12) Ensuring the highest level of service to the clients

1) Coordinating with clients for their daily trades in Commodity. 2) Help customers to Execute trade online and place orders on behalf of customers. 3) Achieve healthy revenues without compromising on clients profitability. 4) Making confirmation of orders and trades done during the day to clients. 5) Advising clients with requisite information regarding the market condition. 6) Activating inactive clients through regular follow up. 7) Regularly following-up with clients and handling their queries. 8) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and 9) impact on stock movements. 10) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, 11) enhancing, & upgrading the client relationship. 12) Ensuring the highest level of service to the clients

1) Coordinating with clients for their daily trades in Commodity. 2) Help customers to Execute trade online and place orders on behalf of customers. 3) Achieve healthy revenues without compromising on clients profitability. 4) Making confirmation of orders and trades done during the day to clients. 5) Advising clients with requisite information regarding the market condition. 6) Activating inactive clients through regular follow up. 7) Regularly following-up with clients and handling their queries. 8) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and 9) impact on stock movements. 10) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, 11) enhancing, & upgrading the client relationship. 12) Ensuring the highest level of service to the clients

1) Coordinating with clients for their daily trades in Commodity. 2) Help customers to Execute trade online and place orders on behalf of customers. 3) Achieve healthy revenues without compromising on clients profitability. 4) Making confirmation of orders and trades done during the day to clients. 5) Advising clients with requisite information regarding the market condition. 6) Activating inactive clients through regular follow up. 7) Regularly following-up with clients and handling their queries. 8) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and 9) impact on stock movements. 10) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, 11) enhancing, & upgrading the client relationship. 12) Ensuring the highest level of service to the clients

Role & responsibilities Job Title: Financial Analyst Credit, Growth & Risk Location: [Vadodara] Type: Full-Time About the Role We are seeking a highly analytical and detail-oriented Financial Analyst to join our team. This role will focus on ensuring accurate credit assignment to clients , tracking the performance of all company divisions and ventures , and providing data-driven insights to guide future growth and underwriting decisions. The ideal candidate is a proactive problem solver who thrives in fast-paced, multi-venture environments and can balance operational accuracy with strategic foresight. Key Responsibilities Ensure proper credit assignment to clients across all company ventures and divisions Develop and maintain financial models to monitor the growth and performance of each business unit Analyze financial data to identify trends, opportunities, and risks Support underwriting of new ventures with detailed risk assessments and projections Partner with division heads to ensure alignment between financial health and business goals Track KPIs and prepare regular reports for executive leadership Assist in forecasting, budgeting, and scenario planning across ventures Identify process improvements to enhance financial tracking and reporting Key Skills & Qualifications Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA/CFA a plus) 3+ years of experience in financial analysis, credit risk, or corporate finance Strong understanding of credit risk, financial modeling, and business performance tracking Advanced Excel / Google Sheets skills (financial models, pivot tables, macros) Experience with financial systems (Zoho Books, QuickBooks, NetSuite, or similar) Ability to analyze complex data and communicate insights clearly High attention to detail, integrity, and a proactive mindset What You’ll Gain Exposure to multi-venture, high-growth business environments Opportunity to directly influence strategic decisions and future growth Collaborative, entrepreneurial culture

Project Role : Financial Planning & Analysis Representa Project Role Description : Drive performance, strategic analysis and identification and correction of financial or operational concerns. Provide financial analysis to aid in decisions pertaining to the profitability and financial health of the organization. Must have skills : SAP FSCM Treasury and Risk Management (TRM) Good to have skills : NAMinimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Financial Planning & Analysis Representative, you will drive performance, strategic analysis, and identify and correct financial or operational concerns. You will provide financial analysis to aid in decisions pertaining to the profitability and financial health of the organization. Roles & Responsibilities:- Expected to be an SME.- Collaborate and manage the team to perform.- Responsible for team decisions.- Engage with multiple teams and contribute on key decisions.- Provide solutions to problems for their immediate team and across multiple teams.- Lead financial planning and analysis activities.- Conduct strategic analysis to drive performance improvement.- Identify and address financial or operational concerns. Professional & Technical Skills: - Must To Have Skills: Proficiency in SAP FSCM Treasury and Risk Management (TRM).- Strong understanding of financial analysis and reporting.- Experience in financial modeling and forecasting.- Knowledge of financial systems and tools.- Ability to interpret and analyze financial data. Additional Information:- The candidate should have a minimum of 7.5 years of experience in SAP FSCM Treasury and Risk Management (TRM).- This position is based at our Mumbai office.- A 15 years full-time education is required. Qualification 15 years full time education

Why Choose Bottomline? Are you ready to transform the way businesses pay and get paid? Bottomline is a global leader in business payments and cash management, with over 35 years of experience and moving more than $16 trillion in payments annually. Were looking for passionate individuals to join our team and help drive impactful results for our customers. If youre dedicated to delighting customers and promoting growth and innovation - we want you on our team! Job Title: Finance Analyst FP&A Role: Corporate FP&A Location: Bengaluru Job Summary: We are seeking a high-performing Finance Analyst to join the Corporate FP&A team of a leading US-headquartered multinational. As part of a global finance transformation initiative, this Bengaluru-based role is embedded within the nerve center of financial planning and performance reporting. You will be entrusted with high-impact responsibilities across consolidated financials, data stewardship, and advanced analytics, working directly with senior stakeholders This is a high-visibility role for someone who not only brings technical fluency in data tools but also thrives in a fastpaced, high-accountability environment where judgment, initiative, and insight matter as much as rigor. Key Responsibilities: Enterprise Consolidation & Reporting: Own the monthly global P&L, Sales and Headcount consolidation process, acting as the single point of truth across the company Monthly Board Reporting: Lead the preparation of the comprehensive Board reporting pack for private equity stakeholders. Ensure absolute precision and clarity in a format that supports strategic decision-making at the highest levels. Ad Hoc Analytics & Insight Generation: Independently lead complex, unstructured analyses that deliver actionable insights on trends, variances, and scenario modeling to executive teams. Performance Storytelling: Translate granular data into intuitive visual and narrative outputs, enabling finance and non-finance leaders to make informed decisions. Business Partnership: Interface with teams across controllership, business finance, strategy, and IT to drive alignment and ensure robust forecasting, budgeting, and variance management. Data Architecture & Source Stewardship: Govern the structure, accuracy, and integrity of financial data from systems of record (Snowflake, Alteryx) to dashboards (Power BI), enabling cross-functional trust in corporate financials and reports. Qualifications & Experience: Chartered Accountant (CA), OR MBA in Finance from a top-tier institution. OR B. Tech in Computer Science, and MBA in Finance from a top-tier institution. 4-5 years in a Corporate FP&A or strategic finance role, ideally within a multinational matrix structure Technical Skills & Competencies: Strong grounding in accounting fundamentals, financial modelling, forecasting, and scenario planning. Expertise in tools: Snowflake (for data extraction/joins), Alteryx (for workflows and transformations), Power BI (for visual analytics), and advanced Excel (modeling, pivots, lookups, arrays). Reasonable understanding of SaaS metrics, financial KPIs, and technology-driven business models. Preferred Attributes: Highly dynamic individual comfortable with rapid changes and evolving priorities. Questions the data, understands the why, and seeks to improve. Demonstrates strong analytical and problem-solving mindset. Known for delivering accurate, high stakes work under tight deadlines with limited supervision. Enjoys working with sophisticated financial tools and data analytics platforms. Strategic thinker with a technology and data-focused approach to finance. Why Join Us? At Bottomline, we are transforming the way businesses pay and get paid. As a global leader in business payments and cash management, we provide secure, comprehensive solutions that modernize payments for businesses and financial institutions worldwide. With over 35 years of expertise and more than $16 trillion in payments processed annually, we are committed to delivering innovative financial solutions that add to the bottom line. Bottomline is a portfolio company of Thoma Bravo, one of the largest software private equity firms in the world, with more than $166 billion in assets under management. Our success is driven by our passionate, motivated, and resourceful team members who collaborate, innovate, and push boundaries to create world-class financial products and experiences. We operate as One Global Team, empowering one another through our Guiding Principles, which shape our culture and drive our customer-centric approach. By joining us, you will be part of a dynamic environment where ideas are valued, leadership is encouraged, and your contributions help reshape the future of business payments. Be part of a high-growth FinTech company disrupting the industry with innovative solutions. Work closely with global leadership and gain cross-functional exposure. Lead a high-performing FP&A team and shape the financial strategy of the organization. Competitive compensation and career growth opportunities. We welcome talent at all career stages and are dedicated to understanding and supporting additional needs. Were proud to be an equal opportunity employer, committed to creating an inclusive and open environment for everyone.