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.Solid hands-on experience in Forecasting, Budgeting & Business Projections.
Valuable understanding of FP&A;, MIS
financial reporting.
Advanced MS Excel skills.
Solid analytical and problem-solving abilities.
Ability to present financial insights to senior management

📌 Chartered Accountant New Delhi
🏢 Urja Investment
📍 New Delhi