The Role

We are seeking a highly skilled and analytical Senior Financial Analyst with a CFA designation to join our team. This role is ideal for a detail-oriented professional with a solid foundation in investment analysis, financial modeling, and strategic planning. You will be instrumental in guiding data-driven decisions that support our client's growth and financial health.

Responsibilities
Conduct in-depth financial analysis to support strategic initiatives and business decisions
Develop, maintain, and improve complex financial models and forecasting tools
Prepare monthly, quarterly, and annual financial reports and present key findings to senior management
Analyze trends in financial performance and provide recommendations for improvement
Perform research and financial / investment due diligence on private and public assets, including early-stage companies, VC funds, and real estate.
Evaluate investment prospects and support capital allocation decisions
Prepare financial / investment due diligence reports for internal and external clients




Partner with cross-functional teams (e.g., operations, sales, product) to support budgeting and forecasting processes
Assist in scenario and sensitivity analysis for key business drivers
Monitor economic, industry, and market trends and assess their impact on the company’s financial plans
Support M&A; activities, including due diligence, valuation modeling, and integration planning

Job Requirements

Professional Knowledge
CFA Charterholder (required)
Bachelor’s degree in Finance, Economics, Accounting, or a related field (MBA or Master’s degree preferred)
5+ years of progressive experience in financial analysis, corporate finance, or investment banking
Advanced Excel and financial modeling skills; proficiency with financial planning software and ERP systems
Investment due diligence experience with both public and private companies
Robust analytical, problem-solving, and presentation sk

📌 Senior Financial Analyst Mumbai (India)
🏢 FinStrat Management
📍 India