Manager Financial Planning & Analysis

Pretium Enterprise Services, India; Bengaluru; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Pretium Enterprise Services, India seeks a finance-focused professional to support equity/strategy research and investor relations efforts. You will build dashboards, analyse P&L and balance sheet dynamics, and present concise competitor updates to senior leadership.

The role requires a Master’s from a premier B-School with 1+ year post-degree experience, strong Excel/financial modelling, and cross-functional collaboration skills.

Qualifications

• Master’s degree from a premier B-School with at least 1 year of work experience post degree.
• Experience in Equity Research/Strategy Research/Investor Relations/Financial Research.
• Understanding of financial statements (P&L, balance sheet) and their interconnections.
• Understanding of financial services and asset management preferred.
• Experience with financial modeling, forecasting, and performance analysis.
• Advanced Microsoft Excel skills and financial modelling skills.
• Analytical, cross-functional collaboration and communication skills.
• Ability to translate complex data into business insights and recommendations.

Responsibilities

• Develop and maintain deep understanding of alternative asset management and Pretium’s focus industries.
• Maintain dashboard of selected peers capturing P&L, balance sheet items and other metrics.
• Own projects and processes; build benchmarking capabilities with tight deadlines.
• Compile inputs from internal/external sources into PowerPoint with clear, impactful updates.
• See macro- and micro-level views in the competitor landscape for the intended audience.
• Execute extensive ad hoc projects for senior leadership.

Skills

SQL

Python

AI experience

Excel

Financial modelling

Data analysis

Communication skills

Education

Master’s Degree (Premier B-School)

Tools

PowerPoint

Job description

Role And Responsibilities

• Develop and maintain deep understanding of the alternative asset management and Pretium’s relevant focus industries (single-family housing, residential credit/mortgages, and specialty lending)
• Sophisticated understanding of financial statements including P&L, Balance Sheet, etc. – Will maintain dashboard of selected peers capturing P&L, select balance sheet items and other metrics of note
• Ownership of projects and processes – Build upon the weekly, quarterly, and annual competitor benchmarking processes and ability to work independently with tight deadlines
• Compiling inputs from both internal and external sources into PowerPoint with the ability to create impactful presentations that spur discussion and present cleanly and directly all competitor-related updates
• Ability to see both the macro- and micro- picture within the competitor landscape to filter out information not relevant for the audience within Pretium
• Extensive ad hoc project work for senior leadership

QUALIFICATIONS AND SKILLSETS:

• Master’s Degree from a Premier B-School with at least 1 year of work experience post degree
• Relevant work-ex: Equity Research/Strategy Research/Investor Relations/Financial Research
• Understanding of financial statements, including profit & loss (P&L) statement and balance sheet, their interconnectivity, and economic and operational business and performance drivers
• Understanding of financial services industry and macro environment; understanding of asset management industry preferred
• Experience with financial modeling, forecasting, and performance analysis.
• Advanced Microsoft Excel skills and financial modelling skills.
• Analytical skills - Basic SQL, Python. Experience working with AI is preferred.
• Experience with Microsoft PowerPoint, visual and written presentation storytelling. Experience with financial modeling, forecasting, and performance analysis.
• Demonstrated ability to work cross-functionally with both finance and operational teams.
• Strong analytical, problem-solving, and communication skills.
• Ability to translate complex data into clear business insights and recommendations.