Senior Associate, Finance

GIST Advisory Pvt. Ltd.; India; On-site; INR 600,000 - 900,000; Full time

Job summary

A leading finance consulting firm in India is seeking an analytical finance professional specializing in Management Reporting and Analysis. This role will involve leading finance transformation initiatives, designing MIS dashboards, and building financial models. The ideal candidate should possess a Master’s degree and have at least 3 years of experience in financial reporting within a scaling environment. Proficiency in advanced Excel and familiarity with data visualization tools are essential for this position.

Qualifications

• Master’s degree in Finance, Business Analytics, or related field.
• Minimum 3 years of experience in financial reporting and transformation.
• Advanced proficiency in Microsoft Excel required.

Responsibilities

• Lead finance transformation initiatives across the group.
• Design monthly MIS dashboards to monitor financial performance.
• Build and manage integrated financial models for various analyses.

Skills

Advanced Excel

Data visualization

Financial analysis

Presentation skills

Problem-solving

Collaboration

Education

Master’s degree in Finance, Business Analytics, or related field

Tools

Microsoft Excel

Tableau

Power BI

Tally

Zoho Books

Job description

We are seeking a detail-oriented and analytical finance professional to join our team, specializing in Management Reporting, Analysis and financial modelling. The ideal candidate will play a critical role in financial data analysis, reporting, and supporting decision-making processes. Proficiency in advanced Excel, data visualization, and presentation skills is essential for success in this role.

Job Duties and Responsibilities:

Finance Transformation & Process Optimization

• Lead and project manage end-to-end delivery of key finance transformation initiatives across the group.
• Redesign and implement improvements to core finance processes to enhance automation, control, and scalability.
• Oversee and drive process improvements through template creations and training across:
  • Month-end close
• Develop and maintain finance templates, forms, and SOPs.
• Design, structure and help create the investor data room to support audits, fundraising, and
• Contribute to project-based financial initiatives with a focus on automation and operational
• Standardize and roll out balance sheet reconciliation templates across the group.

MIS Reporting & Analysis

• Design and roll out maintenance of monthly MIS dashboards to monitor financial performance, KPIs, and business metrics.
• Create the capabilities to analyze and present financial data, including P&L, budgets, forecasts, and variance reports.
• Project manage and roll out the timeliness of all management reports, dashboards, and presentations.
• Build and manage integrated financial models for budgeting, forecasting, scenario analysis and variance analysis.
• Collect, organize, and validate financial and operational data from multiple systems.
• Ensure data integrity and resolve discrepancies effectively.
• Prepare clear and compelling templates for presentations using PowerPoint for internal and external stakeholders.
• Visualize complex data for decision-making using charts, graphs, and dashboards.

Collaboration & Stakeholder Management

• Work closely with finance, operations, and cross-functional teams to enhance data flow and reporting.
• Support audit processes, reconciliations, and other ad-hoc finance projects.
• Upskill and train team members to embed best practices and tools.
• Identify opportunities for streamlining reporting processes and automating manual tasks.
• Stay updated with financial reporting trends, tools, and best practices.

Desired Professional Traits:

• Proactive and self-motivated with a strong sense of ownership.
• Natural problem-solver who can identify process gaps and drive implementation.
• Collaborative mindset with the ability to work cross-functionally.
• Clear communicator who can translate complex data into actionable insights.
• Adaptable, curious, and eager to adopt new tools and best practices.

Requirements

Required Skills and Experience:

• Master’s degree in Finance, Business Analytics, or a related field.
• Additional certification or coursework in Sustainability is a strong plus.
• Proven experience in financial reporting, MIS, and transformation in a scaling or tech environment of minimum 3 years.
• Advanced proficiency in Microsoft Excel (including pivot tables, formulas, charts, and scenario tools).
• Familiarity with data visualization tools like Tableau, Power BI, or Google Data Studio is advantageous.
• Familiarity with accounting softwares like Tally, Bexio, Zoho Books, Xero.
• Excellent analytical, problem-solving, and data interpretation skills.
• Strong attention to detail and the ability to manage multiple priorities.