Position Overview: We are seeking a Junior Analyst to join our Accounting and FP&A team in Pune. The ideal candidate will have minimum 1-2 years of hands-on experience in day-to-day accounting, financial reporting support, and payroll or tax workings. This role requires attention to detail, adaptability, and a willingness to learn accounting processes across international clients. Qualifications: B.Com (Mandatory) 12 years of experience in accounting and reporting (Mandatory) Experience in client-based or multi-entity accounting environment (Preferable) Technical Skills (Mandatory): Working knowledge of ZOHO Books, QuickBooks Online (QBO), Xero, or Sage Strong understanding of accounting entries and reconciliation processes Basic knowledge of payroll working and sales tax computation Additional Skills (Preferable): Exposure to US, UK or international accounting practices Experience in preparation of MIS and management summaries Familiarity with Excel-based financial analysis Key Responsibilities: Manage day-to-day accounting operations for assigned clients, including data entry, posting, and reconciliations Prepare payroll workings, sales tax workings, and assist in month-end and year-end closing activities Support the preparation of financial statements, schedules, and audit deliverables Collaborate with internal and client teams to ensure timely and accurate deliverables Assist senior team members in budgeting, cost tracking, and MIS preparation Maintain organized accounting records and documentation in line with best practices Candidate Profile: Bachelor’s degree in Commerce with strong accounting fundamentals 1–2 years of relevant experience in accounting or FP&A Proficient in at least one major accounting software (ZOHO / QBO / Xero / Sage) Eager to learn international accounting practices and client management Strong communication skills, analytical mindset, and attention to detail Based in Baner, Pune (Work from Office)
Role Overview We are looking for a strategic and driven Talent Acquisition professional to lead expert onboarding for our Finance Expert Network and support consulting team hiring at Rubyworks. This is a pivotal role focused on identifying, engaging, and onboarding high-calibre finance professionals including Investment Banking Analysts, FP&A Specialists, Valuation Experts, and CFO-level consultants — while also strengthening Ruby’s internal consulting talent base. Key Responsibilities Lead end-to-end talent acquisition strategy for Rubyworks’ Finance Expert Network Identify and onboard independent finance professionals across domains such as Investment Banking, Private Equity, FP&A, and Corporate Finance Manage hiring for consulting and internal finance roles within Rubyworks Build and nurture a strong pipeline of senior finance experts through networking, referrals, and outreach campaigns Drive expert experience — from first contact to onboarding and engagement. Partner with leadership to forecast expert demand and align hiring priorities with project needs Maintain structured hiring metrics, dashboards, and periodic reporting to management Ensure high-touch communication and relationship management with senior professionals Qualifications: 6–9 years of talent acquisition experience, preferably in finance, consulting, or fintech environments Prior exposure to Investment Banking / Financial Research / FP&A recruitment is strongly preferred Exceptional communication and stakeholder management skills — confident interacting with senior-level professionals Strategic mindset with hands-on recruiting execution capabilities Experience working in fast-paced or startup environments is a plus
Position Overview: We are looking for a highly analytical Investment Banking Analyst to support financial modelling, research, and preparation of deal materials across M&A and capital markets engagements. The role requires strong financial acumen, attention to detail, and a proactive attitude to contribute effectively to live transactions and business development initiatives. This position provides exposure to end-to-end deal processes and offers a strong learning environment for aspiring investment banking professionals. Key Responsibilities: Financial Modelling & Valuation Develop and maintain detailed financial models including DCF, comparable company, and precedent transaction analyses Assist in valuation exercises and sensitivity analysis for live mandates and pitches Pitch books & transaction documentation Prepare pitch books, information memorandums, and investor presentations under senior supervision Ensure all client-facing materials are accurate, well-structured, and aligned with firm standards Research & Analysis Conduct company, industry, and market research to support transaction execution and business development Prepare industry landscapes, company profiles, and benchmarking reports Transaction Support Assist in due diligence and coordination with legal, tax, and financial advisors Support data-room management and deal documentation Internal Collaboration Work closely with Associates and senior team members to deliver client-ready outputs Ensure timely execution of assigned workstreams with high attention to detail Qualifications: Bachelors degree in Finance, Economics, Engineering, or related discipline (CA/CFA candidates preferred) 1–2 years of experience in investment banking, equity research, or corporate finance Proficiency in Excel, PowerPoint, and basic knowledge of financial modelling and valuation techniques Strong analytical, quantitative, and communication skills Ability to work in a team-oriented, deadline-driven environment
Position Overview: We are seeking a skilled and client-focused Certified Financial Planner (CFP) (or AFP) to join our financial planning team. The ideal candidate will possess strong technical expertise in financial advisory, wealth management, and tax-efficient planning, combined with the ability to deliver personalised financial strategies for clients. This role involves comprehensive client financial analysis, portfolio planning, and development of holistic solutions covering investments, tax, retirement, and estate planning. Key Responsibilities: Develop tailored financial plans for clients, aligning investment, tax, and estate objectives with long-term goals Conduct in-depth reviews of client portfolios, identifying gaps and recommending actionable strategies Prepare and present financial planning reports, proposals, and projections based on client data Ensure full compliance with regulatory requirements and firm policies Collaborate with internal teams (investment, tax, estate planning) to deliver integrated client solutions Maintain ongoing relationships with clients through periodic reviews, ensuring evolving goals and circumstances are addressed Stay updated on market trends, tax law changes, and global financial planning best practices Uphold the highest ethical and professional standards in line with FPSB and firm guidelines Qualifications & Other Requirements: Certified Financial Planner (CFP) certification (FPSB or equivalent) mandatory AFP certification can also apply Bachelors or Masters degree in Finance, Economics, Commerce, or related discipline Minimum 3-6 years of experience in financial planning, wealth management, or investment advisory Strong understanding of financial products: investments, retirement instruments, insurance, and tax wrappers Experience of working with UK (or other European countries) and understanding of country specific tax policies Proficiency in financial planning software and cashflow modelling tools (e.g., Voyant, Cashcalc) Excellent analytical, presentation, and communication skills Demonstrated ability to handle client relationships with professionalism and discretion
Position Overview: We are seeking a results-driven and experienced Delivery Manager/Team lead to drive our Accounting and FP&A team. The role involves managing daily accounting operations, financial planning and analysis, budgeting, audit coordination, and reporting deliverables across multiple clients and business units. The ideal candidate will combine strong technical accounting knowledge with leadership and client management skills, driving operational excellence, compliance, and analytical insight in all financial processes. Key Responsibilities: Lead, mentor, and manage a team of finance professionals handling accounting, FP&A, and financial reporting functions Oversee end-to-end financial operations including daily accounting, reconciliations, and month-end/year-end closing activities Engage with clients and internal stakeholders to understand requirements, communicate findings, and present financial insights Review and validate financial statements, reports, and analyses prepared by team members for accuracy and compliance Manage planning, budgeting, and forecasting cycles, ensuring timely delivery of accurate MIS and management dashboards Implement automation, process enhancements, and standardization initiatives to improve efficiency and scalability Monitor KPIs, manage escalations, and drive continuous improvement across service delivery and team performance Qualifications: CA / CMA / CPA Mandatory 58 years of progressive experience in accounting and FP&A, ideally within a multi-client environment or in a team leadership role Experience of working with offshore clients (US / UK / EU) Strong understanding of accounting standards, budgeting, financial modelling, and performance reporting Hands-on experience with accounting and ERP platforms such as QuickBooks, Odoo, Zoho, Sage, Xero, or Tally Proven ability to manage deadlines, review deliverables, and maintain high accuracy under pressure Candidate Profile: Demonstrated leadership capability with a track record of managing and inspiring finance teams Strong analytical mindset with expertise in data-driven decision-making, variance analysis, and forecasting Excellent communication and interpersonal skills for managing client interactions and cross-functional coordination Highly organized, detail-oriented, and proactive in identifying and solving operational issues Adaptable to changing business needs with a focus on process improvement and scalable delivery models
Position Overview: We are seeking a driven and detail-oriented Associate Investment Banking to support deal execution and financial research across M&A, capital markets, and strategic advisory mandates. The ideal candidate will have solid financial analysis capabilities, hands-on modelling experience, and the ability to manage client deliverables independently while working closely with senior bankers and clients. This position offers a strong growth trajectory for professionals aiming to build deep expertise in transaction execution and client advisory. Key Responsibilities: Transaction Support & Valuation Experience of preparation of transaction documents such as Information Memorandums, investor presentations, and teasers Performing end to end valuation including DCF, comparable companies, precedents and SOTP where needed Participate in due diligence and coordinate with internal and external stakeholders Financial Analysis & Modelling Build and maintain detailed financial models to evaluate company performance, valuation, and deal structures Conduct sector benchmarking, comparable company, and precedent transaction analyses Generate insights and recommendations based on financial and operational data Client & Project Coordination Work closely with clients, investors, and advisors to ensure timely delivery of high-quality outputs Support project management by tracking timelines, deliverables, and communication flow between teams Research & Market Intelligence Conduct industry, company, and market research to support live and prospective mandates Analyse industry trends and identify potential investment opportunities or acquisition targets Qualifications: CA / MBA / Masters in Finance 3–5 years of experience in investment banking, corporate finance, or transaction advisory. Strong knowledge of financial modelling, valuation, and M&A concepts. Proficiency in Excel, PowerPoint, and familiarity with platforms such as Capital IQ, Pitchbook, or Bloomberg. Excellent written and verbal communication skills. Ability to work under pressure and manage multiple assignments simultaneously
Position Summary: We are seeking an experienced HR Manager focused on policy formation and employee management, with a strong command of Zoho or other similar HR software. This role is integral to developing and implementing policies that align with our companys goals while ensuring compliance with labour laws. Key Responsibilities: Employee Management: Oversee employee relations, provide guidance on performance management, conflict resolution, and career development Managing and executing the talent hiring process across functions Policy Development: Create, implement, and maintain HR policies and procedures that reflect organizational values and adhere to regulatory standards Zoho Implementation: Manage and optimize HR processes using Zoho People; customize modules as needed to enhance efficiency and reporting Compliance: Ensure company practices are in line with industry standards; and data protection measures Communication: Act as a liaison between management and staff, fostering a transparent and cohesive communication environment Training and Development: Design and implement training programs to support skills development and overall employee engagement Qualifications: Bachelors degree in Human Resources, Business Administration, or related field Minimum of 5- 8 years of HR experience with a focus on policy and employee management Proficiency in Zoho People and other Zoho HR modules Strong understanding of employment law and compliance requirements Excellent communication, interpersonal, and negotiation skill Ability to handle sensitive information with confidentiality