CFA-Education-Surat-15 LPA

Profile:CFA-Education-Surat-15 LPA

Experience:

2-5 Years

• Financial Analysis
• Investment Analysis
• Corporate Finance
• Financial Planning & Analysis (FP&A)
• Banking / NBFC / Financial Services
• Consulting

Salary Range: 1 LPM to 1.25 LPM

Roles:

• Analyze financial statements and business performance to support strategic decision-making.
• Evaluate financial health profitability and operational efficiency.

• Prepare annual budgets forecasts and financial plans.
• Monitor budget performance and conduct variance analysis.

• Conduct investment analysis and evaluate new projects using financial models.
• Assess project feasibility ROI IRR NPV and business viability.

• Develop financial models for forecasting valuation and scenario analysis.
• Support management with data-driven financial insights.

• Prepare MIS reports dashboards and management presentations.
• Present financial analysis and recommendations to senior management.

• Monitor cash flow working capital and fund utilization.
• Assist in treasury planning and financial risk management.

• Support management in long-term financial planning expansion strategies and capital allocation decisions.
• Coordinate with auditors banks and financial consultants whenever required.

Qualification:

• CFA (Level II / Level III Preferred)
• Bachelors Degree in Finance Commerce Economics or Accounting.
• MBA (Finance) will be an added advantage.

Required Skills:

Chartered Financial AnalystFinancial AnalysisInvestment AnalysisFinancial ModellingFinancial PlanningBudgetingForecastingCorporate FinanceEquity ResearchValuationDCFRatio AnalysisCash Flow AnalysisPortfolio AnalysisProject FinanceTreasury ManagementBusiness FinanceMIS ReportingFinancial ReportingAdvanced MS ExcelPower BIBloombergCapital MarketsRisk AnalysisStrategic Finance