Finance Corporate Advisory Manager

Jobtailor; Bengaluru; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Jobtailor in Bengaluru, India seeks a seasoned FP&A professional to lead complex financial analyses and forecasting initiatives. The role focuses on budgeting, KPI development, and performance dashboards aligned with client objectives.

The ideal candidate will guide strategic planning, support M&A due diligence, and mentor junior colleagues while enhancing financial models and analytical capabilities across client engagements.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field required.
• 5 years of relevant experience in finance, corporate advisory, FP&A, or related areas.
• CFA or similar professional credential such as CPA, CA, or MBA (Finance) preferred.
• Strong project management skills with the ability to manage multiple engagements and deadlines effectively.
• Advanced proficiency in Microsoft Excel with strong PowerPoint and Word skills.
• Strong analytical, financial modeling, and problem-solving capabilities.
• Excellent verbal, written, and interpersonal communication skills.

Responsibilities

• Lead complex financial analysis and modeling engagements, including forecasting, scenario analysis, financing evaluations, and cash flow assessments
• Develop and oversee forward-looking budgets, rolling forecasts, KPIs, and performance dashboards aligned with client business objectives
• Analyze financial and operational data to identify trends, support decision-making, and drive strategic planning initiatives
• Support mergers, acquisitions, and other corporate transactions through due diligence, financial analysis, research, and review of business and tax considerations
• Serve as a trusted advisor to clients by managing engagements and participating in client discussions with a strong focus on service delivery and relationship management
• Enhance and maintain financial models while identifying opportunities to improve processes, reporting, and analytical capabilities
• Mentor and support junior team members through coaching, collaboration, and knowledge sharing
• Contribute technical and analytical expertise in areas such as Power BI, coding, FP&A tools, or financial systems to strengthen client solutions and internal capabilities
• Manage multiple priorities and engagement timelines within a fast-paced advisory environment
• Stay informed on industry trends, financial reporting requirements, and evolving market conditions that may impact client strategies and operations

Skills

Power BI

Financial modeling

Excel

FP&A tools

Data analysis

Client advisory

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

CFA or CPA preferred

Tools

ERP systems

Financial systems

Job description

• Lead complex financial analysis and modeling engagements, including forecasting, scenario analysis, financing evaluations, and cash flow assessments


• Develop and oversee forward-looking budgets, rolling forecasts, KPIs, and performance dashboards aligned with client business objectives


• Analyze financial and operational data to identify trends, support decision-making, and drive strategic planning initiatives


• Support mergers, acquisitions, and other corporate transactions through due diligence, financial analysis, research, and review of business and tax considerations


• Serve as a trusted advisor to clients by managing engagements and participating in client discussions with a strong focus on service delivery and relationship management


• Enhance and maintain financial models while identifying opportunities to improve processes, reporting, and analytical capabilities


• Mentor and support junior team members through coaching, collaboration, and knowledge sharing


• Contribute technical and analytical expertise in areas such as Power BI, coding, FP&A tools, or financial systems to strengthen client solutions and internal capabilities


• Manage multiple priorities and engagement timelines within a fast-paced advisory environment


• Stay informed on industry trends, financial reporting requirements, and evolving market conditions that may impact client strategies and operations

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field required


• 5 years of relevant experience in finance, corporate advisory, FP&A, or related areas


• CFA or similar professional credential such as CPA, CA, or MBA (Finance) preferred


• Strong project management skills with the ability to manage multiple engagements and deadlines effectively


• Advanced proficiency in Microsoft Excel with strong PowerPoint and Word skills


• Strong analytical, financial modeling, and problem-solving capabilities


• Excellent verbal, written, and interpersonal communication skills

Core Competencies

Demonstrates expertise in financial analysis, modeling, and strategic planning, with a strong focus on client relationship management and service delivery. Proficient in managing multiple priorities and enhancing financial processes through advanced analytical capabilities.