Senior Associate - Finance - CA/CFA

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.