We are looking for a highly skilled and experienced Financial Analyst Trainer to conduct qualified training sessions for students and working professionals aspiring to build a career in finance and analytics. The trainer will be responsible for delivering practical, industry-relevant sessions that cover financial statement analysis, valuation techniques, budgeting, forecasting, and data-driven decision-making.

The ideal candidate should have strong hands-on experience in financial analysis, modeling, and reporting along with a passion for teaching and mentoring learners towards industry readiness.

Key Responsibilities

- Training Delivery

Conduct financial analysis and modeling training sessions in classroom, online, or hybrid mode.

Deliver Modules On Topics Such As

Financial Statement Analysis

Ratio Analysis &

- Forecasting

Budgeting &
- Variance Analysis

Financial Modeling (Excel-based)

Business Valuation Techniques

Investment &
- Risk Analysis

Corporate Finance Fundamentals

Provide real-world case studies and projects to enhance practical understanding.

Conduct regular assessments, quizzes, and mock interviews to track learner progress.

- Curriculum Development

Develop, review, and continuously improve course content, ensuring alignment with the latest industry trends and financial tools. Design practical assignments, case studies, and financial models for hands-on learning.

Integrate modern financial analytics tools (Excel, Power BI, etc.) into the curriculum.

- Learner Engagement &
- Mentorship

Guide learners in applying financial concepts to real-world business scenarios.



Mentor students through projects and help them build portfolios for job placement.

Provide interview preparation, resume guidance, and soft skills support where required.

- Reporting &
- Coordination

Collaborate with academic and placement teams for batch scheduling and learner progress tracking. Maintain accurate records of attendance, assessments, and student performance.

Required Skills &

- Qualifications

Education: Bachelor’s or Master’s degree in Finance, Commerce, Economics, Accounting, or related field.

Certifications (Preferred): CFA, CPA, CA, CMA, or MBA (Finance).

Experience

Minimum 3–5 years of experience as a Financial Analyst, Investment Analyst, or similar role.

Proficiency In

Prior experience as a trainer or corporate instructor preferred.

MS Excel (Advanced)

Financial Modeling &

- Valuation

Data visualization tools (Power BI, Tableau – preferred)

Understanding of financial reporting standards (IFRS/GAAP)

Strong communication, presentation, and mentoring skills.

Preferred Skills

Knowledge of investment banking, equity research, or FP&A; domains.

Familiarity with Bloomberg, SAP, or other financial platforms.

Ability to simplify complex financial concepts for learners at different levels.

Work Mode

Hybrid / On-site: FC Road, Pune

Flexible training schedules (weekday or weekend batches).

Engagement Type

- Freelance / Contract-Based or Full-Time (depending on trainer’s availability).

How To Apply Interested candidates can send their updated resume to [email protected] OR ? Call/WhatsApp: HR Recruiter - (phone hidden)

📌 Financial Analysis Trainer (Haveli)
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