Senior Financial Analyst
5 days ago
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
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Senior Financial Analyst
3 days ago
mumbai, India beBeeFinancial Full timeJob Title: Financial AnalystWe are seeking an experienced financial analyst to join our team. The ideal candidate will have a strong background in financial planning and analysis, with expertise in budgeting, forecasting, and financial reporting.Key Responsibilities:Develop and maintain comprehensive financial models and reportsProvide strategic...
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Financial and Investment Analyst
2 weeks ago
Mumbai, India Mangal Keshav Financial Services LLP Full timeAbout us We invest in private companies 6–12 month’s pre-IPO via our AIF and allocate 20–30% to listed space.The Role Own the financials end-to-end: deep-dive statements, build clean workbooks, run rigorous diligence, and package crisp reports for investment decisions. (Industry/business model work is handled by senior analysts—your lane is numbers,...
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Senior Analyst
2 weeks ago
Mumbai, India PCR Financial Aggregation Full timeOperations - 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...
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Senior Analyst
2 weeks ago
Mumbai, India PCR Financial Aggregation Full timeOperations - 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...
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Senior Analyst
2 weeks ago
Mumbai, India PCR Financial Aggregation Full timeOperations - 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...
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Senior Analyst
2 weeks ago
Mumbai, India PCR Financial Aggregation Full timeOperations - 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...
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Senior Analyst
2 weeks ago
Mumbai, India PCR Financial Aggregation Full timeOperations - 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...
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Senior Analyst
7 days ago
mumbai, India PCR Financial Aggregation Full timeOperations - Enrollment AnalystWho 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...
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Senior Analyst
2 weeks ago
Mumbai, India PCR Financial Aggregation Full timeOperations - Enrollment AnalystWho 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...
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Senior Analyst
2 weeks ago
Mumbai, India PCR Financial Aggregation Full timeOperations - Enrollment AnalystWho 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...
