Finance associate, 2-4yrs exp, Semi-qualified CA

2 weeks ago


bangalore, India Corenza Full time

Roles & Responsibilities:

  • Reviewing and analyzing the annual reports of companies in the portfolio to assess financial performance, identify trends, and understand key metrics such as revenue, expenses, profitability, and cash flow.
  • Collaborating with portfolio managers and experts to gather and analyze financial data, understand investment strategies, and provide support in decision-making processes.
  • Participating in risk assessment activities by evaluating the financial health and stability of companies in the portfolio
  • Compiling financial reports, presentations, and investment memos summarizing key findings, performance metrics, and investment recommendations for presentation to senior management, clients, or stakeholders

Ideal candidate:

  • Semi-qualified CA with 2-3years of experience in Statutory / Internal audit from MNC / Mid size CA firm
  • Strong skills in using Excel for financial modeling, data analysis, and reporting, as well as proficiency in creating professional presentations using PowerPoint.
  • Excellent verbal and written communication skills
  • Eager to learn, adaptable to new challenges, and willing to take on responsibilities to contribute positively to the team's goals.


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