Associate - SaT - National - SaT - TCF - Valuation

EY; Mumbai; On-site; INR 8,00,000 - 12,00,000; Full time

Job summary

A global consulting firm is looking for a Staff/Senior in Business Modelling to support engagement leaders and interact with clients. Ideal candidates should have strong financial modeling skills and a relevant qualification such as CA, CFA, or MBA. Responsibilities include executing model development, analyzing business plans, and delivering training sessions. The role demands 1-4 years of relevant experience, strong analytical abilities, and proficiency in programming tools like VBA and PowerBI. This is an opportunity for individuals eager to contribute meaningfully to client engagements.

Qualifications

• 1-4 years of relevant post qualification experience, particularly in consulting or financial advisory.
• Experience in developing financial models with strict deadlines.
• Strong understanding of financial statements and KPIs.

Responsibilities

• Provide support to engagement leader in Business modelling assignments.
• Interact with clients and execute model development.
• Deliver bespoke trainings on Financial Modelling and Valuation.

Skills

Financial modeling skills

Strong analytical skills

Communication skills

Time management

VBA proficiency

Education

CA, CFA, or MBA from a premier institute

Degree in Software Engineering

Tools

MS Excel

PowerBI

Alteryx

Spotfire

Job description

Your key responsibilities

The role of a Staff/Senior in Business Modelling would include providing support to engagement leader on a Business modelling assignment. His / Her role would be to, under leadership of engagement leader, interact with clients, execute the model development/review and any necessary additional analysis required, writing the model review report and getting a review done by the manager/partner. The role would include:

• Technical expertise
• Ability to frame the right questions to get information from the client (both for builds and reviews)
• Analyze Business plans prepared in MS Excel and identify material issues, which might impact the outputs of the model.
• Ability to prepare a detailed financial model from scratch with strict deadlines
• Strong knowledge of Integrated financial statements P&L, Balance Sheet, Cash Flow Statement, various financial/operating ratios and KPIs used for analysis and general understanding of differences between transaction models, bid models, operating models to be able to capture the relevant nuances of each in relevant assignments
• Experience of using VBA with Excel, i.e., Macros, User forms, Add-ins etc.
• Regularly deliver bespoke trainings on Financial Modelling and Valuation to various corporate organization and finance professionals.

Knowledge Management

Support knowledge sharing efforts and continually improve processes so that the work team can capture and leverage knowledge.

Client service delivery/execution

Execute the work on a multiple client base. Assume near independent responsibility for smaller clients.

• Develop rapport with middle layers of client management

Soft skills

• Exhibit strong communication verbal (for regular client communication and delivering trainings) as well as written (report-writing, email writing, etc)
• Good multi-tasking and time-management skills to be able to deliver multiple projects and manage team and client expectations in an efficient manner

Risk Management (additional for Seniors)

• Ensure compliance with risk management strategies, plans and activities.
• Understand the concept of risk management and bring to focus risk issues on client assignments and take issues to the notice of the manager/supervisor.

Networking & Identification of opportunities

• Begin to identify new opportunities for existing clients and communicate to manager.
• Network internally within the peer group and other levels in the firm in order to gain understanding of issues that may impact clients.

To qualify for the role you must have

Qualification

• CA, CFA or MBA (preferably from a premier institute) with a good academic background
• Also open to people with strong programming (Software Engg degree) with a good aptitude for Finance
• Past experience or skills in visualization and analytics software such as PowerBI, Alteryx, Spotfire, etc would be an added plus.

Experience

• 1-4 years of relevant post qualification experience, including experience in the consulting and financial advisory space.
• High team orientation
• Good communication both written and oral (including report writing)
• Analytical skills
• Strong Financial modeling skills
• Should be very conversant with Excel, Word and PowerPoint
• Significant amount of initiative