UBR Capital Private Limited

Job Description: Generalist (Financial Analyst & Project Management Focus) 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”.