Role: Your Impact and Ownership

Contribute to complex, high-value modelling projects for leading investors and businesses

Key Responsibilities at this Role

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Contribute to complex, high-value modelling projects for leading investors and businesses

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Build and test dynamic, structured financial models incorporating accounting, tax, and corporate finance principles

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Participate in client workshops to scope out requirements, validate assumptions, and hand over final deliverables

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Drive independent workstreams while collaborating with colleagues on broader engagements

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Support cross-functional projects in areas such as valuation, FP&A;, fundraising, and M&A;

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Assist in business development through proposals, pitch materials, and client meetings

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Help improve our modelling toolkit by creating templates, internal assets, and reusable modules

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Be part of a learning-oriented and cooperative team culture through regular training and knowledge sharing

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Learn and use AI tools (ChatGPT, Claude, Copilot) actively in your day-to-day work.

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Be willing to learn and adapt to client-specific tools and platforms whenever required.

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Pitch in and support the team whenever required.

Skill: The Expertise RequiredMust-Haves for this Role

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CA or CFA certification (mandatory)

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1+ years hands-on financial modelling experience

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Strong knowledge of accounting, corporate finance, and tax principles

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Advanced Excel-based financial modelling proficiency

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Experience in valuation, FP&A;, or investment analysis frameworks

📌 Senior Associate – Financial Modelling (Bengaluru)
🏢 CGvak Software Exports
📍 Bengaluru