Senior Associate – Finance – CA Futures and Careers

The Corporate Institute; Bengaluru; On-site; INR 900,000 - 1,500,000; Full time

Job summary

The Corporate Institute in Bengaluru seeks a financial modelling professional to contribute to high-value modelling projects for investors and businesses. You will build dynamic models, participate in client workshops, and drive independent workstreams while collaborating with a team on broader engagements.

Role involves advanced Excel modelling, valuation, FP&A, and exposure to AI tools. Willingness to work with global clients and adapt to client-specific tools is essential.

Qualifications

• CA or CFA certification required.
• 1+ years hands-on financial modelling experience.
• Strong knowledge of accounting, corporate finance, and tax principles.
• Advanced Excel-based financial modelling proficiency.
• Experience in valuation, FP&A, or investment analysis frameworks.
• Exposure to AI tools like ChatGPT, Claude, Copilot.

Responsibilities

• Build and test dynamic, structured financial models incorporating accounting, tax, and corporate finance principles.
• Participate in client workshops to scope requirements, validate assumptions, and hand over deliverables.
• Drive independent workstreams while collaborating with colleagues on broader engagements.
• Support cross-functional projects in valuation, FP&A, fundraising, and M&A.
• Assist in business development through proposals, pitch materials, and client meetings.
• Help improve modelling toolkit by creating templates, internal assets, and reusable modules.
• Be part of a learning-oriented and collaborative team culture through training and knowledge sharing.
• Learn and use AI tools (ChatGPT, Claude, Copilot) actively in daily work.
• Be willing to learn and adapt to client-specific tools and platforms when required.
• Pitch in and support the team as needed.

Skills

Financial Modelling

Advanced Excel

Valuation

FP&A

Investment Analysis

AI Tools

Education

CA or CFA certification

Tools

ChatGPT

Claude

Copilot

Job description

Role Overview:

Contribute to complex, high-value modelling projects for leading investors and businesses.

Key Responsibilities:

• Build and test dynamic, structured financial models incorporating accounting, tax, and corporate finance principles.
• Participate in client workshops to scope out requirements, validate assumptions, and hand over final deliverables.
• Drive independent workstreams while collaborating with colleagues on broader engagements.
• Support cross-functional projects in areas such as valuation, FP&A, fundraising, and M&A.
• Assist in business development through proposals, pitch materials, and client meetings.
• Help improve our modelling toolkit by creating templates, internal assets, and reusable modules.
• Be part of a learning-oriented and collaborative team culture through regular training and knowledge sharing.
• Learn and use AI tools (ChatGPT, Claude, Copilot) actively in your day-to-day work.
• Be willing to learn and adapt to client-specific tools and platforms whenever required.
• Pitch in and support the team whenever required.

Must-Haves:

• CA or CFA certification (mandatory).
• 1+ years hands-on financial modelling experience.
• Strong knowledge of accounting, corporate finance, and tax principles.
• Advanced Excel-based financial modelling proficiency.
• Experience in valuation, FP&A, or investment analysis frameworks.

Additional Information:

• Exposure to AI tools like ChatGPT, Claude, Copilot.
• Experience working with global clients, especially US-based.
• Ability to work in fast-paced, high-performance environments.
• Strong communication and stakeholder interaction skills.
• Willingness to work late evening/night hours when required.
• Collaborative mindset and adaptability to client-specific tools.