Financial Analyst

Kaptify Consulting; Mumbai; On-site; INR 700,000 - 1,200,000; Full time

Job summary

Kaptify Consulting is seeking a Finance Analyst to conduct financial analysis, develop financial models, and prepare MIS reports for monthly reviews and investor meetings.

The role involves cross-functional collaboration, supporting senior management, and engaging with corporates to discuss business and financial aspects. Mumbai-based opportunity with exposure to strategic financial planning.

Qualifications

• 3–8 years of experience in finance or related field (CA/CFA preferred).
• B.Tech degree from a reputed institution (Computers or equivalent).
• Strong skills in financial analysis, financial statement analysis, financial modelling, presentation preparation, communication (written and oral), and research analysis.

Responsibilities

• Conduct financial analysis, including ratio analysis, industry research, and benchmarking.
• Prepare MIS reports on a monthly basis and ad-hoc requests as needed.
• Develop financial models using Excel to analyze business performance and forecast trends.
• Assist in preparing presentations for senior management reviews and investor meetings.
• Collaborate with cross-functional teams to identify improvements in financial processes.
• Coordinate with Senior Management on projects and events.
• Engage with corporates to meet day-to-day requirements and discuss business and financial aspects.

Skills

Financial analysis

Financial statement analysis

Financial modelling

Presentation preparation

Communication (written and oral)

Research analysis

Education

B.Tech (Computers)

CA/CFA preferred

Job description

Roles and Responsibilities

• Conduct financial analysis, including ratio analysis, industry research, and benchmarking.
• Prepare MIS reports on a monthly basis and ad-hoc requests as needed.
• Develop financial models using Excel to analyze business performance and forecast future trends.
• Assist in preparing presentations for senior management reviews and investor meetings.
• Collaborate with cross-functional teams to identify areas of improvement in financial processes.
• Work with Senior Management Team on projects and events
• Coordinate with Corporates for meeting their requirements for day to day work
• Interact with clients (analyst and investors) with indepth knowledge about the company being represented and have detailed discussion with them on the business and other financial aspects
• Handle all queries with regards to the corporates being represented

Desired Candidate Profile

• 3-8 years of experience in finance or related field (CA/CFA preferred).
• B.Tech degree from a reputed institution (Computers or equivalent).
• Strong skills in Financial Analysis, Financial Statement Analysis, Financial Modelling, Presentation Preparation, Communication Written And Oral Skills, Research Analysis.