Ubique Systems | Consultant

8 hours ago


pune, India Ubique Systems Full time

Job Title: Consultant-iLevel Software


Department: Finance and Accounts


Location : Pune, India


Job Type : Full-time


We are looking for a skilled Financial Consultant with expertise in iLEVEL Portfolio Monitoring Software and strong experience in financial analysis and reporting . The ideal candidate will be responsible for managing investment portfolios, analyzing financial data, and providing strategic insights to clients.


Key Responsibilities :

  • Analyze financial statements (Income Statements, Balance Sheets) and create detailed analytical reports .
  • Use iLEVEL to manage and track investment portfolios, ensuring accurate and timely reporting.
  • Oversee Tax Guard Reports and RE tax activities for compliance.
  • Reconcile CapEx expenses and manage bank statements for accurate financial reporting.
  • Provide financial insights and strategic recommendations to clients.
  • Manage multiple projects, ensuring timely delivery and client satisfaction.
  • Mentor junior team members and contribute to business growth.


Qualifications :

  • 2+ years experience in financial analysis, reporting, and portfolio management.
  • Proficient in iLEVEL , Microsoft Excel , and financial modeling.
  • MBA or related degree in Finance.
  • Strong communication, client management , and teamwork skills.


Benefits :

  • Medical Insurance , transportation support , and opportunities for career growth and upskilling .


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