Chartered Accountant

AmbujaNeotia Group; Kolkata District; On-site; INR 600,000 - 800,000; Full time

Job summary

A financial services company based in Kolkata is seeking a qualified Chartered Accountant to handle financial analysis, prepare MIS dashboards, and support budgeting and forecasting exercises. The ideal candidate will have 1-3 years of post-qualification experience, with strong skills in financial reporting, investment analysis, and market research. This position requires collaboration with internal stakeholders and the ability to maintain confidentiality in handling sensitive financial information.

Qualifications

• 1-3 years of post CA qualification experience.
• Strong experience in financial analysis and MIS reporting.
• Exposure to investment analysis or corporate strategy preferred.

Responsibilities

• Prepare and maintain MIS dashboards and financial reports.
• Track key financial performance indicators and highlight trends.
• Support annual budgeting and forecasting exercises.
• Conduct market and sector research on industry trends.
• Assist in investment and portfolio monitoring and analysis.
• Coordinate data collation with internal stakeholders.

Skills

Financial analysis

MIS reporting

Budgeting

Strategic support

Investment analysis

Market research

Education

Chartered Accountant (CA)

Job description

• Prepare and maintain MIS dashboards, financial reports, and analytical summaries
• Track key financial and operational performance indicators across business units and highlight trends, risks, and improvement opportunities
• Support annual budgeting and forecasting exercises by evaluating assumptions and financial feasibility
• Draft strategic briefing notes, background papers, and concept notes for leadership forums, conferences, and government interactions
• Conduct market and sector research on industry trends, regulatory developments, and new business models
• Assist in investment and portfolio monitoring, performance analysis, and recommendation preparation
• Track listed securities, peer performance, and sectoral movements and present periodic updates
• Coordinate with internal stakeholders for data collation, project tracking, and consolidated reporting
• Support special strategic projects and high-priority assignments as directed by the Senior Management & maintain strict confidentiality while handling sensitive financial, strategic, and organisational information.

Key Requirements:

• Qualified Chartered Accountant (CA)
• Strong experience in financial analysis, MIS, budgeting, and strategic support
• Exposure to investment analysis, market research, or corporate strategy preferred

1-3 Years of Post CA Qualification experience.