CMA Business Analyst

1 week ago

surat, India beBeeFinancial Full time

Job OverviewThe role of a CMA Preparation Specialist involves working closely with clients to understand their business needs and project requirements. This includes analyzing financial data, preparing detailed reports, and creating client profiles for banker presentations.Key Responsibilities:Interact with clients to comprehend their business models, project requirements, and funding needs.Develop comprehensive financial analysis and prepare data-driven insights.Conduct thorough research on client businesses and create comprehensive business summaries for banker presentations.Coordinate with banks and clients to obtain necessary documents, resolve queries, and ensure timely sanction and disbursement.Essential Skills and QualificationsStrong command over CMA preparation, financial analysis, and ratio calculations.Proficiency in using Excel (Pivot Tables, Financial Formulas), Tally, and MS Word.In-depth knowledge of banking norms and credit appraisal processes.Excellent communication and follow-up discipline.Ability to maintain accuracy, confidentiality, and high responsiveness.

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