Senior Financial Analyst (CFA Charterholder)

FinStrat Management; Mumbai; On-site; INR 1,200,000 - 1,800,000; Full time

Benefits offered by this job

Unlimited vacation

Ongoing education and training

Bonuses

Job summary

A leading financial services firm in Mumbai is seeking a Senior Financial Analyst with a CFA designation. You will conduct financial analysis, create forecasting models, and prepare reports to support client growth. Ideal candidates should have over 5 years of experience and strong analytical skills. Benefits include unlimited vacation and ongoing education opportunities.

Qualifications

• 5+ years of experience in financial analysis, corporate finance, or investment banking.
• Proficiency in financial modeling and due diligence.
• Strong written and verbal communication skills.

Responsibilities

• Conduct in-depth financial analysis to support strategic initiatives.
• Develop and improve financial models and forecasting tools.
• Prepare and present financial reports to senior management.

Skills

Financial analysis

Financial modeling

Investment analysis

Presentation skills

Analytical skills

Education

CFA Charterholder

Bachelor's degree in Finance, Economics, Accounting, or related field

MBA or Master's degree (preferred)

Tools

Excel

Financial planning software

ERP systems

Job description

The Role

We are seeking a highly skilled and analytical Senior Financial Analyst with a CFA designation to join our team. This role is ideal for a detail-oriented professional with a strong foundation in investment analysis, financial modeling, and strategic planning. You will be instrumental in guiding data-driven decisions that support our client's growth and financial health.

Responsibilities

• Conduct in-depth financial analysis to support strategic initiatives and business decisions
• Develop, maintain, and improve complex financial models and forecasting tools
• Prepare monthly, quarterly, and annual financial reports and present key findings to senior management
• Analyze trends in financial performance and provide recommendations for improvement
• Perform research and financial / investment due diligence on private and public assets, including early-stage companies, VC funds, and real estate.
• Evaluate investment opportunities and support capital allocation decisions
• Prepare financial / investment due diligence reports for internal and external clients
• Partner with cross-functional teams (e.g., operations, sales, product) to support budgeting and forecasting processes
• Assist in scenario and sensitivity analysis for key business drivers
• Monitor economic, industry, and market trends and assess their impact on the company’s financial plans
• Support M&A activities, including due diligence, valuation modeling, and integration planning

Job Requirements

Professional Knowledge

• CFA Charterholder (required)
• Bachelor’s degree in Finance, Economics, Accounting, or a related field (MBA or Master’s degree preferred)
• 5+ years of progressive experience in financial analysis, corporate finance, or investment banking
• Advanced Excel and financial modeling skills; proficiency with financial planning software and ERP systems
• Investment due diligence experience with both public and private companies
• Strong analytical, problem-solving, and presentation skills
• Excellent written and verbal communication skills
• Ability to manage multiple priorities and meet tight deadlines in a fast-paced environment

Soft Skills

• Ability to handle multiple engagements simultaneously
• Commitment and ability to meet critical business deadlines
• Self-starter with strong organizational skills
• Exceptional attention to detail
• Excellent research and problem-solving skills
• Strong technology and software acumen
• Comfortable learning new software programs
• Able to receive constructive feedback
• Comfortable working in a dynamic environment

Benefits and Perks

• Unlimited vacation
• Ongoing education and training
• Bonuses