Financial Analyst

Sahyog Financials; Indore District; On-site; INR 700,000 - 1,100,000; Full time

Job summary

Sahyog Financials in Indore is looking for a Financial Analyst to support the development and evaluation of financial plans, reports, and strategies for individual and business clients. You will analyze data, prepare financial statements, and contribute to budgeting and forecasting.

The role requires collaboration with advisors to model scenarios, assess risk, and provide clear, data-driven recommendations.

Qualifications

• Strong foundation in Finance with hands-on experience in Financial Reporting and interpreting Financial Statements.
• Proficiency in Financial Planning, including budgeting, forecasting, and long-term strategy development.
• Advanced Analytical Skills for data analysis, building financial models, and evaluating investment and risk scenarios.
• Ability to prepare clear, concise reports and presentations that translate complex financial information into actionable insights.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field; a relevant postgraduate degree or professional certification (e.g., CFA, CA, CFP) is an advantage.
• Strong Excel and financial modeling skills; familiarity with financial analysis tools and reporting software is beneficial.
• Attention to detail, high level of accuracy, and commitment to ethical financial practices.
• Effective communication and collaboration skills, with the ability to work closely with cross‑functional teams and clients on‑site in Indore.

Responsibilities

• Support the development and evaluation of financial plans, reports, and strategies for clients.
• Analyze financial data, prepare and interpret financial statements, monitor KPIs, and assist in budgeting and forecasting.
• Collaborate with advisors to model scenarios, assess risk, and provide data-driven recommendations.
• Contribute to improving reporting processes and ensure accuracy and compliance in financial documentation.
• Work on-site in Indore as part of a full-time role.

Skills

Financial Reporting

Financial Planning

Analytical Skills

Excel

Financial Modeling

Communication

Education

Bachelor's degree in Finance, Accounting, Economics

Postgraduate degree or CFA/CA/ CFP (advantage)

Job description

Company Description Sahyog Financials is a comprehensive financial services firm that has been supporting clients across India since 1998. The company provides end-to-end solutions, including insurance, retirement planning, tax advisory, budget management, and investment strategy. With a consultative, relationship-first approach, Sahyog Financials focuses on understanding each client’s goals to create tailored strategies for protection and growth. The firm partners with leading insurers and financial institutions to deliver reliable, client-centric financial planning. Applicants can expect to join an experienced team dedicated to long-term financial wellness and trust-based client relationships.

Role Description

The Financial Analyst will support the development and evaluation of financial plans, reports, and strategies for individual and business clients. Day-to-day responsibilities include analyzing financial data, preparing and interpreting financial statements, monitoring key performance indicators, and assisting in budgeting and forecasting. The role involves collaborating with advisors to model scenarios, assess risk, and provide data-driven recommendations that align with client objectives. The Financial Analyst will also contribute to improving reporting processes and ensuring accuracy and compliance in financial documentation. This is a full-time, on-site role based in Indore.

Qualifications

• Strong foundation in Finance, with hands-on experience in Financial Reporting and interpreting Financial Statements.
• Proficiency in Financial Planning, including budgeting, forecasting, and long-term strategy development.
• Advanced Analytical Skills for data analysis, building financial models, and evaluating investment and risk scenarios.
• Ability to prepare clear, concise reports and presentations that translate complex financial information into actionable insights.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field; a relevant postgraduate degree or professional certification (e.g., CFA, CA, CFP) is an advantage.
• Strong Excel and financial modeling skills; familiarity with financial analysis tools and reporting software is beneficial.
• Attention to detail, high level of accuracy, and commitment to ethical financial practices.
• Effective communication and collaboration skills, with the ability to work closely with cross‑functional teams and clients on‑site in Indore.