We are looking for a Finance professional who brings a strong blend of financial planning, accounting depth, and investment industry understanding, to work closely with leadership on driving data-backed decision making.
Role Overview:
This role sits at the intersection of FP&A, management accounting, and investment platform understanding, with end-to-end ownership of financial planning, MIS, and strategic analysis.
Key Responsibilities:
- Ownership of management accounting, MIS, and monthly financial closing
- Build and drive annual operating plan, budgets, and long-term business plans
- Develop financial models for the company and AIF schemes (revenue, P&L, cash flow)
- Lead variance analysis and scenario planning with actionable insights
- Prepare board decks, investor updates, and shareholder reporting
- Support capital raise modelling and address investor queries
- Work closely with Accounting, Operations, and Sales/Distribution teams for data accuracy
- Strong understanding and oversight of taxation and treasury
- Drive ad-hoc analysis and strategic projects
Candidate Profile:
- CA (must-have) / MBA from a reputed institution
- 5 - 10 years of experience
- Big 4 audit background (mandatory) with experience handling multiple entities
- Strong understanding of financial statements, accounting, and audit frameworks
- Exposure to investment/financial services industry (AIF experience preferred)
- Proven experience in MIS, financial planning, and business modelling
- Advanced Excel and financial modelling skills
- Ability to work with senior stakeholders and translate data into business insights
- Strong ownership, attention to detail, and problem-solving mindset
Didn’t find the job appropriate? Report this Job
