Senior Financial Analyst
4 weeks 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 Analyst
2 weeks ago
Mumbai, Maharashtra, India, Maharashtra 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
3 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
1 week 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 Lead Analyst
2 weeks ago
Pune, Maharashtra, India Principal Financial Full timeResponsibilities Job Title Senior Lead Analyst T5 - Treasury Operations Location Pune Shift Timing 8 00 pm to 5 00 am IST 8 30 am 5 30 pm CST Role Overview We are seeking a highly skilled and proactive Senior Lead Analyst to join our Treasury Operations team This role provides leadership for the day-to-day activities of Treasury staff Assist in the...
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Senior Analyst
2 weeks ago
Pune, Maharashtra, India Principal Financial Full timeResponsibilities This is role part of the team involved in accounting for insurance products and services provided by Principal Financial group We are looking for accounting analyst resource who can work independently has analytical skills can trouble shoot research resolve issues Someone with accounting analytical reporting and technical skills Process...
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Senior analyst
4 weeks ago
Mumbai, India PCR Financial Aggregation Full timeOperations - 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...
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Senior Analyst
3 weeks ago
Pune, Maharashtra, India Principal Financial Full timeResponsibilities We are looking for accounting analyst resource who can work independently has analytical skills can trouble shoot research resolve issues Someone with accounting analytical reporting and technical skills Process oriented mindset and experience in implementing process improvements Anticipate this person will become familiar with all processes...
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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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ULJK Financial Services
2 weeks ago
Mumbai, India ULJK Financial Services Full timeJob 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 &...
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Senior analyst
4 weeks ago
Mumbai, India PCR Financial Aggregation Full timeOperations - 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...