Role & responsibilities

- Prepare annual and monthly business projections and financial forecasts.

- Develop revenue, expense, profitability and cash-flow projections. Prepare and monitor budgets and business plans.

- Conduct Budget vs. Actual and variance analysis.

- Prepare branch-wise / business-segment-wise financial projections and MIS.

- Analyse revenue, brokerage, business volumes, costs and profitability.

- Prepare financial models to support business expansion and new initiatives.

- Provide management with financial insights and recommendations for business growth.

- Handle accounting, month-end/year-end closing and financial reporting.

- Manage bank, client ledger and exchange-related reconciliations.

- Oversee GST, TDS, Income Tax and other statutory compliances.





- Coordinate with statutory, internal and regulatory auditors.

- Support regulatory reporting and compliance requirements related to SEBI/NSE/BSE, as applicable

Preferred candidate profile

- Qualified Chartered Accountant (CA).

- Experience in Stock Broking / Capital Market.Strong hands-on experience in Forecasting, Budgeting & Business Projections.

- Positive understanding of FP&A;, MIS
- financial reporting.

- Advanced MS Excel skills.

- Strong analytical and problem-solving abilities.

- Ability to present financial insights to senior management

📌 Chartered Accountant (New Delhi)
🏢 Urja Investment
📍 New Delhi