3 Statement Analysis Jobs

Financial Spreading (Sr. Associate/ Delivery Lead) Job Location - Gurgaon (Work from office) Job Purpose We are looking for a dedicated and motivated individual who has strong technical, analytical and organizational skills for our Lending Services team. Key Responsibilities Analyzing and spreading the financial statements in Moodys Risk Analyst (MRA) / Creditlens / client customized templates Analysis of financial statements including Income statement, Balance Sheet & cash flow of public & private companies for the credit appraisal process Going through the supplementary schedules, notes and MD&A for the detailed breakups and adjustments Normalizing the financial statement for exceptional and non-recurring items to arrive at the true profitability figures Calculating the Adjusted Net Worth, Recurring Cash Flows, Annual Debt Service, Contingent Liabilities, Custom Ratios and other financial metrics Screening the credit agreements and analyzing the financial covenants applicable to the borrower Monitor Covenant compliance and reporting. Conduct detailed quality checks of client deliverables The candidate should possess reasonable knowledge of the banking processes related to commercial lending, especially corporate loans. Key Competencies MBA (Finance) / CA (CPA equivalent) / CFA Experience of 6-10 years in spreading Proven track record of process handling and client management Proficient in Advanced MS Excel Prior experience of working on Moodys Risk Analyst (MRA) is preferred Excellent written and spoken communication skills

About the Role: Grade Level (for internal use): 07 The Team: S&P Market Intelligence (MI)'s Enterprise Solutions Professional Services Private Markets division empowers a diverse spectrum of private equity and venture capital firms to control their data and drive internal analytics and insights more effectively. Whether it is for portfolio analytics, valuations, investor reporting, or on-demand insight into operating metrics of a specific asset, this team is at the forefront of the FinTech space. The Impact: The Implementation Consulting Analyst will collaborate with team members from several departments to ensure the successful completion of implementation and optimal use of the Markets solution. Whats in it for you: The Markets iLEVEL Implementation team in Professional Services is looking for an Implementation Consulting Analyst who can deliver results in a fast-paced environment. In this role, you will work closely with a senior partner and the Project Managers of our global teams to ensure the successful completion of on-boarding of Private Equity / Credit / LP / GP and Venture Capital Clients to iLEVEL platform. This will provide opportunity to gain knowledge on Exposure and Knowledge of the PE Industry. Career Development: You will have access to various training programs and resources to enhance your skills and advance your career within S&P Global. Exposure to Clients : Gain valuable experience by interacting with clients, which will enhance your understanding of industry challenges and improve your client-facing skills. Collaborative Environment : Join a diverse team of professionals where collaboration and innovation are encouraged, allowing you to contribute to impactful projects. Responsibilities: Main Responsibility areas: Dealing with confidential data Prepare financial reports, templates, configure portal as per PE/VC clients requirements. Become a Subject Matter Expert on the clients platform, its capabilities and features, and its application. Work on the multiple client implementations simultaneously & efficiently and dealing with confidential client data. Other Responsibilities, Duties and Tasks: The individual should possess excellent communications skills as this role demands multiple client interactions. The individual will act as an extension of Global Implementation Team helping to implement, customize and enhance the Portfolio Monitoring and Reporting services provided to Private Equity clients. Knowledge of Microsoft Excel - should display strong knowledge in advanced excel functions. Understanding of Capital Market structure with more focus on Private Capital Market and Financial Accounting Must be able to interpret various types of financial reports, e.g.: valuation reports, financial statements, portfolio summaries, fund analytics etc. Question and understand requirements and then be concise and analytical in the design of the reporting related to that data. Ability to work with minimal supervision and exhaust all resources before contacting the team lead. What Were Looking For: MBA specialized in Finance/Business Analytics or Equivalent Post Graduate degree holders with 6 months to 2.5 years of relevant client facing and project management experience. Excellent Communication skills Proficient in MS Excel Understanding of financial reporting and statement analysis Alternative investment/private equity knowledge Experience and confidence in facilitating client working sessions and other public speaking situations. Financial modelling knowledge is plus. Experience with softwares like QVAL and iLEVEL is an added advantage for the role.

Financial Spreading (Associate/ Sr. Associate/ Delivery Lead/ Manager) Job Location - Gurgaon (Work from office) Job Purpose We are looking for a dedicated and motivated individual who has strong technical, analytical and organizational skills for our Lending Services team. Key Responsibilities Analyzing and spreading the financial statements in Moodys Risk Analyst (MRA) / Creditlens / client customized templates Analysis of financial statements including Income statement, Balance Sheet & cash flow of public & private companies for the credit appraisal process Going through the supplementary schedules, notes and MD&A for the detailed breakups and adjustments Normalizing the financial statement for exceptional and non-recurring items to arrive at the true profitability figures Calculating the Adjusted Net Worth, Recurring Cash Flows, Annual Debt Service, Contingent Liabilities, Custom Ratios and other financial metrics Screening the credit agreements and analyzing the financial covenants applicable to the borrower Monitor Covenant compliance and reporting. Conduct detailed quality checks of client deliverables The candidate should possess reasonable knowledge of the banking processes related to commercial lending, especially corporate loans. Key Competencies MBA (Finance) / CA (CPA equivalent) / CFA Experience of 2-10 years in spreading Proven track record of process handling and client management Proficient in Advanced MS Excel Prior experience of working on Moodys Risk Analyst (MRA) is preferred Excellent written and spoken communication skills