Senior Financial Analyst

Responsibilities for Financial Analyst

• Understand clients’ financial needs.
• Determine clients’ expenses, level of income, financial objectives and goals, tax status, and risk tolerance
• Regularly review clients’ bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.
• Preparing or interpreting financial Dashboards using Data Visualisation tools, investment performance reports, and income projections for clients.
• Manage and regularly update clients’ portfolios.
• Continuous communication with clients to stay up to date with their financial status
• Perform Direct and Indirect tax compliance & Audits
• Internal Audits and Due Diligence
• Preparation of DPR, TEV, and CMA reports
• Advise on other regulatory compliances.

Qualifications for Financial Analyst

• Master's degree in Business with Finance, Accounting, or related field specialization. Students from IIM would be preferred.
• Students from CA Backgrounds with experience in data analytics would be strongly favored.
• 0.5-2 years of relevant experience in corporate finance, financial planning & analysis, or other related fields.
• Strong working knowledge of Excel, financial modeling, Python, and Data Visualization Tools.
• Excellent analytical, decision-making, and problem-solving skills
• Attention to accuracy and detail required
• Our CTC Offering is between 8-10 LPA for this position.

Hiring Process