Roles and responsibilities: Managing a team of Analysts and their deliverables to clients Auditing and problem solving of complex and dynamic financial models Checking equity trading and precedent transaction comparable analysis and other analytics for supporting valuation of a company, conducting cash-flow analysis of company, capital structure analysis Conducting company, industry and market research for various purposes such as competitor bench-marking, industry landscape analysis, market size analysis, etc. Preparing client pitch books and marketing materials for business development purposes Preparing investor presentations, investment committee memorandum and information memorandum Requirements: Demonstrated proficiency in corporate credit analysis, financial modelling, corporate finance and accounting Strong written and verbal communication skills Ability to work with junior analysts and external clients Good organizational skills, with the ability to prioritize and manage time effectively, sufficiently motivated to be able to take ownership and plan / deliver their work Ability to deal with high volumes of work, sometimes in complex situations and to work in an international environment and across cultures Strong analytical skills and attention to details Qualifications: Bachelors/ MBA in Finance/ CA Experience : 3 to 5 years of relevant finance experience
Role & responsibilities: In this role, you will work within our team and will be working with a US based client. The deliverables would include: Preparing monthly cash reconciliations as part of month-end closing activities. Generating and managing client invoices using Kantata. Performing element activation as per contract and service milestones. Monitoring AR aging reports and follow up with clients for outstanding payments. Creating and managing re-sell subscription entries. Accurately booking revenue and deferred revenue in compliance with accounting standards. Preparing and posting General Journal (GJ) entries related to subscription services. Assisting in the finalization of books at month-end and year-end. Complying with IT policies and procedures. Maintaining security of information at all times. Requirements: Strong communication skills. High attention to detail and accuracy in work. Accounting softwares Kantata and Sage Intacct (preferable) Flexible with work timings to ensure smooth coordination with a foreign-based client operating in US Eastern Time. Well-versed in preparing financial statements as per Schedule III of the Companies Act and IFRS guidelines. Must have experience interacting with the international clients. Educational Qualification: M. Com or Inter CA (passed both groups). Experience: 57 years of experience in AR, Accounting, Bank and Cash Reconciliations, and GL Reconciliations.
Roles and responsibilities- • Covering insights of large firm mapping, prospect building and lead generation • Working closely with the AVPs and Managing Partner on various clients and helping them maintain the relationship by making utilization presentations, SOPs and consulting them with different approach on various projects • Collating market information data of clients using various databases and other public web information • Preparing weekly reports to analyse client movements, prospects and conversion • Generating lead and sourcing prospects for various sector niches and geographies • Preparing business expansion and client educational decks • Assisting Manager in client relationship management, marketing and strategizing prospect outreach methods to improve response rate • Performing research for client acquisition and building customized trackers to monitor progress • Identifying cross selling opportunities and preparing draft proposals and RFP/RFQ replies • Comply with IT policies and procedures • Maintain security of information at all times. Requirements- • Excellent written and verbal communication skill • Comprehensive understanding of business development and marketing processes in the financial services industry • Proven expertise in E-mail marketing and conducting market research. • Experience utilizing financial and CRM research databases such as Bloomberg, Pitchbook, Preqin etc. • Detail-oriented with the ability to multitask and prioritize effectively Qualifications- • Bachelors/Master's degree in Marketing or Finance Experience- • 0-1 years of experience (preferred in financial services firm is mandatory
Overview of the Role: - Manage a team of Analysts and their deliverables to clients - Audit and problem solve work on complex and dynamic financial models. - Prepare valuation related analytics such as equity trading comparables, precedent M&A transaction comparables, DCF, etc. - Conduct cashflow and credit analysis of company. - Conduct capital structure analysis. - Conduct company, industry and market research for various purposes such as competitor benchmarking, industry landscape analysis, target market size analysis, etc. - Prepare investor presentations, investment committee memorandum and confidential information memorandum. Qualifications/Skills Requirements: - The candidate should have a Bachelors degree with 2-3 years of relevant work experience or an MBA with 1 year of post MBA relevant finance work experience. (Candidates that have passed CFA Level 2 would be preferred) - Demonstrated proficiency in financial modelling, corporate finance and accounting. Candidates with prior equity or credit experience are welcome. - Strong written and verbal communication skills - Ability to work with junior analysts and external clients - Good organizational skills, with the ability to prioritize and manage time effectively, sufficiently motivated to be able to take ownership and plan / deliver their work - Ability to deal with high volumes of work, sometimes in complex situations and to work in an international environment and across cultures - Strong analytical skills and attention to detail This is an opportunity for someone at a mid-level with relevant experience to enhance their profile by working on broader roles. Since this is a boutique firm, your role will be far more interesting than the usual as you get more exposure to the business and more responsibility at an early stage of career.
- Covering insights of large firm mapping, prospect building and lead generation - Working closely with the AVP\u2019s and Managing Partner on various clients and helping them maintain the relationship by making utilization presentations, SOPs and consulting them with different approach on various projects. - Collating market information data of clients using various databases and other public web information. - Preparing weekly reports to analyze client movements, prospects, and conversion - Generating lead and sourcing prospects for various sector niches and geographies - Preparing business expansion and client educational decks - Assisting Manager in client relationship management, marketing, and strategizing prospect outreach methods to improve response rate - Performing research for client acquisition and building customized trackers to monitor progress - Identifying cross selling opportunities and preparing draft proposals and RFP/RFQ replies - Complying with IT policies and procedures - Maintaining security of information at all times. Requirements - Excellent written and verbal communication skill - Comprehensive understanding of business development and marketing processes in the financial services industry - Proven expertise in E-mail marketing and conducting market research. - Experience utilizing financial and CRM research databases such as Bloomberg, Pitchbook, Preqin etc. - Detail-oriented with the ability to multitask and prioritize effectively. Qualifications- - Bachelors/master\u2019s degree in marketing or finance. Experience- - 0-1 years of experience (preferred in financial services firm is mandatory).
Role Building and testing AI prototypes using tools like ChatGPT/OpenAI APIs and RPA platforms such as UiPath or Power Automate. Automating internal workflows and unlocking operational efficiencies. Exploring AI use cases in finance, including client servicing, document intelligence, analytics, and more. Collaborating with leadership and cross-functional teams to identify AI opportunities. Educating and enabling non-technical teams to understand and adopt AI tools Requirements Demonstrating a strong interest in AI and its application within financial services Working independently without the need for structured training Adapting quickly to new technologies and continuously learning Communicating effectively and presenting AI concepts in a simplified manner Thinking creatively and strategically to identify innovative AI-driven solutions Qualification Pursuing or holding a degree in Computer Science, Data Science, Engineering, or a related field. Having a foundational understanding of AI concepts, APIs, and automation tools Experience 0 to 1 year of relevant experience
Roles and responsibilities- • Supervising and reviewing the work of team members to ensure accuracy and compliance. • Managing staffing and delegation, ensuring optimal workload distribution and team efficiency • Acting as the primary point of contact for international clients, ensuring seamless communication and service delivery. • Overseeing AP, AR, reconciliations, fixed assets, inter-company journal entries, and month end closing activities. • Improving operational efficiency by implementing best practices in accounting and financial reporting. • Complying with IT policies and procedures. • Maintaining security of information at all times. Requirements: • Strong communication skills. • High attention to detail and accuracy in work. • Must have experience interacting with the international clients. • Minimum of 1-2 years of experience in team management. Educational Qualification: • Preferably a Chartered Accountant (CA) or M. Com / Inter CA (both groups passed). Experience: • Over 10 years of experience in AP, AR, Accounting, Bank & Cash Reconciliations, GL Reconciliations, and Fixed Assets, including 5+ years in an outsourcing company.
Roles and responsibilities- - Supervising and reviewing the work of team members to ensure accuracy and compliance. - Managing staffing and delegation, ensuring optimal workload distribution and team efficiency - Acting as the primary point of contact for international clients, ensuring seamless communication and service delivery. - Overseeing AP, AR, reconciliations, fixed assets, inter company journal entries, and monthend closing activities. - Improving operational efficiency by implementing best practices in accounting and financial reporting. - Complying with IT policies and procedures. - Maintaining security of information at all times. Requirements Requirements: - Strong communication skills. - High attention to detail and accuracy in work. - Must have experience interacting with the international clients. - Minimum of 1-2 years of experience in team management. Educational Qualification: - Preferably a Chartered Accountant (CA) or M. Com / Inter CA (both groups passed). Experience: - 10+ years of experience in AP, AR, Accounting, Bank & Cash Reconciliations, GL Reconciliations, and Fixed Assets, including 5+ years in an outsourcing company.
Overview of the Role: - Manage a team of Analysts and their deliverables to clients - Audit and problem solve work on complex and dynamic financial models. - Prepare valuation related analytics such as equity trading comparables, precedent M&A transaction comparables, DCF, etc. - Conduct cashflow and credit analysis of company. - Conduct capital structure analysis. - Conduct company, industry and market research for various purposes such as competitor benchmarking, industry landscape analysis, target market size analysis, etc. - Prepare investor presentations, investment committee memorandum and confidential information memorandum. Qualifications/Skills Requirements: - The candidate should have a Bachelors degree with 2-3 years of relevant work experience or an MBA with 1 year of post MBA relevant finance work experience. (Candidates that have passed CFA Level 2 would be preferred) - Demonstrated proficiency in financial modelling, corporate finance and accounting. Candidates with prior equity or credit experience are welcome. - Strong written and verbal communication skills - Ability to work with junior analysts and external clients - Good organizational skills, with the ability to prioritize and manage time effectively, sufficiently motivated to be able to take ownership and plan / deliver their work - Ability to deal with high volumes of work, sometimes in complex situations and to work in an international environment and across cultures - Strong analytical skills and attention to detail This is an opportunity for someone at a mid-level with relevant experience to enhance their profile by working on broader roles. Since this is a boutique firm, your role will be far more interesting than the usual as you get more exposure to the business and more responsibility at an early stage of career.
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