Senior Financial Analyst

4 weeks ago

Mumbai, India FinStrat Management Full time

The Role We are seeking a highly skilled and analytical Senior Financial Analyst with a CFA designation to join our team. This role is ideal for a detail-oriented professional with a strong foundation in investment analysis, financial modeling, and strategic planning. You will be instrumental in guiding data-driven decisions that support our client's growth and financial health. Responsibilities Conduct in-depth financial analysis to support strategic initiatives and business decisions Develop, maintain, and improve complex financial models and forecasting tools Prepare monthly, quarterly, and annual financial reports and present key findings to senior management Analyze trends in financial performance and provide recommendations for improvement Perform research and financial / investment due diligence on private and public assets, including early-stage companies, VC funds, and real estate. Evaluate investment opportunities and support capital allocation decisions Prepare financial / investment due diligence reports for internal and external clients Partner with cross-functional teams (e.g., operations, sales, product) to support budgeting and forecasting processes Assist in scenario and sensitivity analysis for key business drivers Monitor economic, industry, and market trends and assess their impact on the company's financial plans Support M&A activities, including due diligence, valuation modeling, and integration planning Job Requirements Professional Knowledge CFA Charterholder (required) Bachelor's degree in Finance, Economics, Accounting, or a related field (MBA or Master's degree preferred) 5+ years of progressive experience in financial analysis, corporate finance, or investment banking Advanced Excel and financial modeling skills; proficiency with financial planning software and ERP systems   Investment due diligence experience with both public and private companies Strong analytical, problem-solving, and presentation skills Excellent written and verbal communication skills Ability to manage multiple priorities and meet tight deadlines in a fast-paced environment Soft Skills Ability to handle multiple engagements simultaneously Commitment and ability to meet critical business deadlines Self-starter with strong organizational skills Exceptional attention to detail Excellent research and problem-solving skills Strong technology and software acumen Comfortable learning new software programs Able to receive constructive feedback Comfortable working in a dynamic environment Benefits and Perks Unlimited vacation Ongoing education and training Bonuses

  • Senior Analyst

    3 weeks ago

    Mumbai, India PCR Financial Aggregation Full time

    Operations - Enrollment Analyst Who is Private Client Resources (PCR)? PCR is a fast growing, dynamic, global FinTech company focused on changing the way wealthy families and their advisors view their financial assets and make financial decisions. PCR delivers a safe, efficient, and scalable technology platform to consolidate and globally share data from...

  • Senior Analyst

    1 week ago

    Mumbai, India PCR Financial Aggregation Full time

    Operations - Enrollment Analyst Who is Private Client Resources (PCR)? PCR is a fast growing, dynamic, global FinTech company focused on changing the way wealthy families and their advisors view their financial assets and make financial decisions. PCR delivers a safe, efficient, and scalable technology platform to consolidate and globally share data from...

  • Senior analyst

    4 weeks ago

    Mumbai, India PCR Financial Aggregation Full time

    Operations - Enrollment AnalystWho is Private Client Resources (PCR)?PCR is a fast growing, dynamic, global Fin Tech company focused on changing the way wealthy families and their advisors view their financial assets and make financial decisions. PCR delivers a safe, efficient, and scalable technology platform to consolidate and globally share data from...

  • Senior Analyst

    2 weeks ago

    Mumbai, India PCR Financial Aggregation Full time

    Operations - Enrollment Analyst Who is Private Client Resources (PCR)? PCR is a fast growing, dynamic, global FinTech company focused on changing the way wealthy families and their advisors view their financial assets and make financial decisions. PCR delivers a safe, efficient, and scalable technology platform to consolidate and globally share data from...

  • ULJK Financial Services

    2 weeks ago

    Mumbai, India ULJK Financial Services Full time

    Job Description: - Generate Research Reports, Company Profiles, and Business Analysis. - Building, Analyzing and Updating Financial Model. - Generate Investment Ideas by Screening Companies Across Industry Verticals. - Analyzing company's financial data. - Preparing various Initiating Coverage (IC) research reports on companies. Financial forecasting &...

  • Senior Analyst

    2 weeks ago

    Mumbai, Maharashtra, India, Maharashtra PCR Financial Aggregation Full time

    Operations - Enrollment Analyst Who is Private Client Resources (PCR)? PCR is a fast growing, dynamic, global FinTech company focused on changing the way wealthy families and their advisors view their financial assets and make financial decisions. PCR delivers a safe, efficient, and scalable technology platform to consolidate and globally share data from...

  • Senior analyst

    4 weeks ago

    Mumbai, India PCR Financial Aggregation Full time

    Operations - Enrollment AnalystWho is Private Client Resources (PCR)?PCR is a fast growing, dynamic, global Fin Tech company focused on changing the way wealthy families and their advisors view their financial assets and make financial decisions. PCR delivers a safe, efficient, and scalable technology platform to consolidate and globally share data from...

  • AlphaSense - Senior Financial Analyst

    2 weeks ago

    Mumbai, India ALPHASENSE TECHNOLOGY (INDIA) PRIVATE LIMITED Full time

    The Role:- We are looking for a highly specialized Senior Financial Analyst to join our Financial Analyst team of domain experts.- This role is ideal for a finance domain expert from Sell-Side Research, Buy-Side Research, Investment Banking, Corporate Finance, or Investor Relations with deep sector expertise (e., Oil & Gas, Banking, Tech, Pharma etc.- The...

  • Senior Financial Analyst

    7 days ago

    mumbai, India beBeeAnalysis Full time

    Financial Analyst Position OverviewWe are seeking an experienced Financial Analyst to join our dynamic team. The successful candidate will be responsible for preparing comprehensive financial reports, analyzing data, and providing valuable insights to support business growth.About the RolePrepare and present detailed financial analyses and forecasts.Analyze...

  • Senior Financial Analyst

    5 days ago

    Mumbai, Maharashtra, India AlphaSense Full time

    About AlphaSense: The world's most sophisticated companies rely on AlphaSense to remove uncertainty from decision-making. With market intelligence and search built on proven AI, AlphaSense delivers insights that matter from content you can trust. Our universe of public and private content includes equity research, company filings, event transcripts, expert...