Associate / Junior Financial Analyst

Kaptify Consulting; Mumbai; On-site; INR 450,000 - 650,000; Full time

Job summary

Kaptify Consulting in Mumbai is seeking a finance-focused analyst with 0–3 years of experience for hands-on financial modelling, data analysis, and company studies. The role involves collaboration with senior analysts and management, data updates, and preparing presentations for clients and stakeholders.

The ideal candidate will be proficient in MS Office, with strong knowledge of Balance Sheet, P&L and cash flow concepts, and a willingness to learn on the job. Based in Mumbai on-site.

Qualifications

• Must have MCom / MBA (Finance) / CA fully qualified (or pursuing not allowed).
• Based in Mumbai only, Fresher to 3 years experience.
• Willing to work on financial modelling, data analysis, company studies and reports.

Responsibilities

• Perform financial modelling and analysis of companies and peers.
• Assist senior analyst and management with data updates and company studies.
• Support client, sales and management teams in data analysis and data points updates.
• Develop and update Balance Sheet, P&L, cash flows and ratio analyses; build models from annual reports.
• Prepare daily, weekly, monthly, and quarterly reports with the team.
• Utilize database software to run queries and extract data as taught on the job.
• Contribute to data gathering, data mining and day-to-day support activities.

Skills

Financial modelling

Data analysis

Company presentations

Excel & MS Office

Communication skills

Education

MCom / MBA (Finance) / CA Fully qualified

Tools

MS Excel

PowerPoint

Database software

Job description

You will be a

- MCom / MBA (Finance) / CA (only Fully qualified) [If currently pursuing please do not apply]

- based in Mumbai ONLY

- with Fresher / 1-2 years experience and up to 3 years experience

Willing to work / experienced on below areas:

• Financial modelling. Data analysis on companies and peers. Preparing company presentations
• Working with the Senior Analyst & Senior Management for data analysis, financial models, data updates, company studies, etc
• Supporting client, sales and management team in data analysis, database updates, financial data points updates, etc
• Knowledge of Balance Sheet, P&L, Cash flows, Ratios with ability to create financial models using annual reports
• Working on daily, weekly, bi-weekly, monthly, quarterly reports with the team
• Use of support database software to run queries, data, database, etc (we will be taught on the job as well)
• All other support needed on a day to day basis for successful completion of the role
• All other activities which will enable or support the team in all the above activities from time to time
• Data gathering, Data mining, etc

Other aspects:

• Proficient in MS Office, Excel, Powerpoint.
• Knowledge of Balance Sheet, P&L, Cash Flows, Ratios
• Familiarity with basic research methods and reporting techniques.
• Excellent organizational and time-management skills.
• Outstanding communication and negotiation abilities.
• Integrity and confidentiality.