Associate Financial Analyst

4 weeks ago


Kolkata metropolitan area, India A One Advisory Full time

Role of the candidate:

 

The ideal candidate shall help us with data collection, handling legal and valuation queries, meeting disbursement criteria and handling post disbursement compliances of the clients. Further he/she shall also be responsible for servicing existing clients and take care of their sanction compliances as and when required.

 

Detailed Job Description:

 

1. Preparing Spreadsheets: Enter financial statements including Balance Sheets, Profit and Loss Statements, Cash Flow Statements, and Notes to Accounts in spreadsheet.

2. Data Collation: Gather and maintain records of financial data provided by clients, ensuring accuracy and completeness.

3. Third Party Liaison: Assist seniors and liaise with third-party stakeholders such as valuers, lawyers in order to ensure timely completion of work.

4.Presentation Preparation: Prepare PowerPoint presentations highlighting company information, management profiles, and other pertinent details for client meetings and presentations.

5. Routine Tasks: Conduct routine tasks such as following up on data requests, verifying document and analyzing bank statements as required.

6. Delivering best service: Help seniors in resolving day to day operational work of clients and maintain highest quality of service delivery.


Qualifications:


1. B.Com graduate with upto 1 year of experience in the industry, or

2. MBA (Finance) Fresher


Qualities:

1. Excellent knowledge of English & Hindi

2. Excellent communication and interpersonal skills

3. Working knowledge of MS Excel, Powerpoint & Word


Joining:

Preferred within 30 days


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