Lead portfolio and forecasting analysis for finance clients.
We are looking for a Senior Financial Analyst to lead portfolio performance reviews, forecasting, and stakeholder reporting for enterprise finance clients.
Responsibilities
- Own monthly portfolio performance packs and board-ready commentary.
- Lead rolling forecasts, scenario analysis, and variance deep-dives.
- Partner with client CFOs on KPI frameworks and decision support.
- Mentor junior analysts and review models before client delivery.
Requirements
- CA / CFA / MBA Finance with 5+ years in FP&A or investment analysis.
- Advanced Excel / Power BI; comfort presenting to senior stakeholders.
- Prior experience in banking, NBFC, or large corporate finance preferred.
Benefits
- Health insurance
- Performance bonus
- Hybrid work (Mumbai)
- Learning allowance
Required Skills
Financial Modeling · Forecasting · Power BI · Stakeholder Management