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Senior Financial Advisor
3 days ago
Solveify Tech invites applications for a Senior Financial Advisor position on behalf of a prominent USA company in the integrated retail market. This opportunity offers the chance to join a pioneering organization at the forefront of innovation. We seek candidates with a dual background in engineering and finance. The ideal applicant will hold an engineering degree from an IIT, a CFA certification, extensive experience in financial modeling, and a solid understanding of U.S. accounting principles. This role requires utilizing analytical prowess and technical expertise to make crucial financial decisions and develop strategic initiatives. We are particularly interested in professionals with experience at leading financial institutions such as JP Morgan, Citibank, Bank of America, Morgan Stanley, Goldman Sachs, Barclays, Deutsche Bank, Credit Suisse, UBS, HSBC, BNP Paribas, Wells Fargo, Société Générale, and others.
Key Responsibilities:
Advanced Financial Modelling: Develop sophisticated financial models to evaluate various financial plans and scenarios. Provide predictive models for strategic planning, risk assessment, and investment opportunities.
Strategic Financial Analysis: Deliver deep analytical insights and high-level reports for decision-making, focusing on optimizing resources and financial outcomes.
Budgeting and Fiscal Planning: Lead comprehensive budgeting processes, leveraging engineering and financial expertise to enhance accuracy and efficiency. Manage periodic reviews and updates to forecasts and budgets.
Investment and Performance Analysis: Evaluate potential investments and business impacts using advanced financial metrics. Conduct due diligence and performance analysis for mergers, acquisitions, and major capital expenditures.
Regulatory Compliance and Reporting: Ensure adherence to U.S. accounting standards and regulatory requirements in all financial functions. Prepare detailed reports and presentations for both internal management and external stakeholders.
Cross-functional Collaboration: Work closely with engineering and business teams to align financial strategies with corporate technological and operational goals.
Leadership and Team Development: Mentor finance and non-finance professionals on financial analytics and decision support. Enhance team capabilities through structured training and development initiatives.
Required Qualifications:
Bachelor’s degree in Engineering from an Indian Institute of Technology (IIT). Master’s degree in Finance or related field preferred.
Chartered Financial Analyst (CFA) certification required.
Minimum of 15 years of experience in financial analysis and modeling, specifically within environments that follow U.S. accounting practices.
Demonstrable expertise in quantitative analysis, financial modeling, and strategic thinking.
Proficiency in advanced Excel and financial software applications relevant to financial reporting and analysis in accordance with U.S. standards.
Excellent communication skills, with proficiency in articulating complex financial strategies to diverse audiences.
Proven track record of leading teams and projects in a high-performance setting.
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