About the job

Senior Finance Associate – FP&A; & Financial Modeling -CA/ CFA Preferred

Department: Finance

Location: Bangalore Overview

We are seeking an FP&A; qualified with strong financial modeling and forecasting expertise to support strategic planning, fund projections, management reporting, and business decision-making. The role offers exposure to private markets, fund structures, and senior management interactions. Key Responsibilities

Build and maintain financial models for funds, portfolios, and business performance analysis.

Prepare projections for management fees, carried interest, incentive fees, dividend income, and fund expenses.

Develop annual budgets, forecasts, and long-term business plans.

Support strategic decision-making through financial analysis and scenario modeling.

Prepare board decks, management presentations, and business review materials.

Conduct variance analysis and identify key performance drivers.

Partner with Finance, Investor Relations,



and Investment teams on business initiatives.

Automate financial reporting and improve planning processes.

Support fundraising, investor presentations, and due diligence requests.

Desired

Experience & Skills

3–5 years of experience in FP&A;, Financial Modeling, Corporate Finance, Investment Analysis, or Valuation.

Strong financial modeling and forecasting expertise.

Advanced Excel skills including scenario analysis and sensitivity modeling.

Experience preparing management presentations and board reports.

Knowledge of private equity, private credit, asset management, or alternative investments preferred.

Strong analytical and communication skills.

CA/CFA Level III Candidate or CFA Charterholder preferred.

Exposure to Power BI, SQL, Python, or visualization tools is an added advantage.

📌 Financial Planning Analyst (Bengaluru)
🏢 Fit4Soul
📍 Bengaluru