Management Consultant

Location: UBR Capital, Worli, Mumbai | Full-Time

About UBR Capital:

UBR Capital is an energetic and expanding financial firm headquartered in Mumbais premier business hub. Our culture values agility, data-driven decision-making, and results-oriented project management. Team members work directly with senior leadership, enjoy exposure to diverse projects, and play a pivotal role in organizational growth.

Role Overview

We are seeking a versatile professional to operate as a multi-skilled Generalist with significant responsibilities in financial analysis, project management, and business operations. The ideal candidate thrives on cross-functional challenges, adeptly bridges finance and project domains, and is comfortable with regular business travel.

Key Responsibilities

• Financial Analysis & Reporting:

• Analyze and interpret financial data, prepare advanced management reports, track key business KPIs, and identify risks and improvement opportunities.
• Build and maintain financial models for budgets, forecasting, and scenario planning.
• Support monthly/quarterly close processes and assist with compliance and audit.

• Project Management:

• Lead and coordinate cross-functional projects from planning through execution and closure.
• Define objectives, timelines, allocate resources, manage budgets, and oversee project documentation.
• Proactively identify risks, communicate with stakeholders, and drive resolution or mitigation plans.
• Conduct post-project reviews to extract learnings and improve processes.

• Business Operations & Generalist Functions:

• Manage daily operations such as vendor management, facilities, compliance, and scheduling.
• Liaise with internal teams and external partners to ensure smooth operation and eliminate bottlenecks.
• Support leadership with ad-hoc operational or strategic assignments, demonstrating agility and initiative.

• Stakeholder Communication:

• Present financial and project updates to management with actionable recommendations.
• Ensure timely and effective communication throughout project and operational workflows.

• Process Improvement:

• Identify and implement efficiency opportunities, automation, and cost-saving initiatives across finance, operations, and projects.
• Bring best practices from financial analysis and project management to daily operations.

• Data & Market Monitoring:

• Gather and analyze internal and industry data on financial and operational trends.
• Monitor regulatory, market, and competitor developments affecting the business.

• Travel:

• This role requires frequent travel within Mumbai, including visits to client sites, partner offices.
• Occasional outstation travel may be required as per business needs.
• All business travel expenses are reimbursed in line with company policy.

Key Requirements

• Bachelors degree in Finance, Business, Economics, Commerce, or related field.
• 3 -5 years relevant experience in financial analysis, project management, business operations, or generalist roles within financial services or related sectors.
• Demonstrated experience handling end-to-end projects (formal certification like PMP/CAPM a plus).
• Advanced Excel/G Suite skills; comfort with financial models and data analysis tools.
• Solid understanding of financial statements, budgeting, scenario planning, and performance measurement.
• Excellent organizational, multitasking, and communication skills.
• Ability to thrive in cross-functional teams and manage priorities under tight deadlines.
• Experience with financial and project management software (SAP, QuickBooks, Asana, Trello, MS Project, Jira) is a plus.

Preferred Attributes

• Additional certifications (CFA, MBA, PMP, Lean Six Sigma) strongly valued.
• Experience with investment analysis, FP&A, or supporting strategy/operations teams.
• Familiarity with BI/data vis tools and translating data into actionable insights.
• Exposure to high-growth, fast-paced, or entrepreneurial environments.

Compensation & Benefits

• Annual Salary:

  9,00,000 15,00,000 per annum (based on experience and qualifications), including fixed and variable components.
• Performance-based incentives.
• All business travel expenses reimbursed.
• Health and wellness coverage.

Why Join UBR Capital?

• Shape business outcomes by collaborating directly with decision-makers.
• Grow your skills blending finance, project management, and operations.
• Be part of a supportive, high-performance culture in a modern, centrally located Mumbai office.
• Fast-track career development and extensive cross-functional exposure.

How to Apply

Send your CV and a targeted cover letter demonstrating why you're suited for this hybrid financial analyst, project manager, and generalist role to contact@ubrcapital.com. Please use the subject: Application Generalist (Financial Analyst & Project Management), UBR Capital Worli”.