CA Monk – Financial Analyst CA Monk

The Corporate Institute; Pune District; On-site; INR 420,000 - 660,000; Full time

Job summary

The Corporate Institute in Pune invites applications for a detail-oriented Financial Analyst to support financial modelling, analysis and decision-support across corporate finance engagements. The role focuses on translating financial data into clear insights and actionable recommendations for business teams.

Ideal candidates are early-career finance professionals with a foundation in finance and Excel-based modelling, able to build and review models, statements, and projections with accuracy

Qualifications

• 0–2 years of experience in financial analysis or modelling.
• Strong understanding of financial statements and ratios.
• Excel proficiency for financial modelling and data analysis.
• Accounting fundamentals knowledge.
• Good written communication and presentation skills.

Responsibilities

• Build, update, and maintain Excel-based financial models.
• Analyse income statements, balance sheets, and cash flow.
• Develop revenue, cost, profitability, and cash flow projections.
• Perform scenario and sensitivity analyses.
• Prepare schedules and analytical summaries for senior team.
• Research financial data to support transaction analysis.
• Create reports and advisory deliverables with clear outputs.

Skills

CA Inter

MBA in Finance

CFA Level I/II

Excel

Financial statements

Financial ratios

Attention to detail

Communication skills

Education

CA Inter

MBA in Finance

CFA Level I/II

Tools

Excel

Job description

Role Overview

We are looking for a detail-oriented Financial Analyst to join a corporate finance advisory team, supporting financial modelling and analysis for business and investment decisions. This role offers hands‑on exposure to financial models, company financials, business performance analysis, and decision‑support materials.

The ideal candidate will have a strong foundation in finance, accounting, and Excel‑based financial modelling, with the ability to translate financial data into meaningful insights. This opportunity is suited to early‑career finance professionals looking to build expertise in corporate finance and analytical assignments.

Key Responsibilities

1. Financial Modelling & Analysis

• Build, update, and maintain Excel‑based financial models using historical financial data, business assumptions, and financial projections.
• Analyse income statements, balance sheets, cash flow statements, and key financial ratios to assess company performance.
• Assist in developing revenue, cost, profitability, and cash flow projections.
• Perform scenario and sensitivity analysis to understand the impact of changing business assumptions on financial outcomes.
• Validate model inputs, formulas, calculations, and outputs to maintain accuracy and consistency.

2. Corporate Finance & Valuation Support

• Support financial analysis for corporate finance and advisory assignments.
• Assist in evaluating business performance, financial trends, and growth potential.
• Support valuation analysis using relevant financial data and comparable company information, where required.
• Prepare financial schedules, analytical summaries, and supporting calculations for senior team members.
• Research relevant financial and business information to support transaction‑related analysis.

3. Company & Industry Research

• Collect and analyse company financial information, industry data, and relevant market developments.
• Review annual reports, financial statements, company disclosures, and other reliable financial sources.
• Compare financial performance, growth trends, margins, and operating metrics across companies.
• Organise research findings into structured financial summaries and analytical reports.

4. Reports & Advisory Deliverables

• Prepare Excel schedules, financial summaries, charts, and PowerPoint presentations.
• Convert complex financial data into clear, well‑structured analytical outputs.
• Maintain proper documentation of assumptions, data sources, calculations and model updates.
• Work with senior finance professionals to incorporate feedback and improve the quality of deliverables.
• Ensure assignments are completed accurately and within agreed timelines.

Required Skills & Qualifications

• CA Inter, MBA in Finance, or CFA Level I / II.
• 0 – 2 years of experience in financial analysis, financial modelling, corporate finance, or a related field; relevant internship or articleship exposure is an advantage.
• Strong understanding of financial statements, accounting fundamentals, and financial ratios.
• Working knowledge of Excel, including financial formulas, data organisation, and model building.
• Understanding of financial projections, cash flow analysis, and profitability analysis.
• Strong numerical, analytical, and problem‑solving abilities.
• Excellent attention to detail and a structured approach to handling financial data.
• Good written communication and presentation skills.

Preferred Skills

• Exposure to three‑statement financial modelling.
• Familiarity with DCF valuation, comparable company analysis, or other valuation methods.
• Experience with company research, industry analysis, or financial data interpretation.
• Ability to manage multiple analytical assignments and work effectively under deadlines.

What This Role Offers

• Practical exposure to corporate finance and financial modelling assignments.
• Opportunity to strengthen financial analysis and valuation skills.
• Experience preparing professional financial reports and advisory deliverables.
• Learning opportunities through collaboration with experienced finance professionals.