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Financial Analysis and CMA reporting for Fund Raising

Job Code
SAMBA-3634


Posted: 1 day ago
Number of Openings: 5
Job Applicants: 40

Job Details

Job Description
    1.Review accounting data of clients for preliminary understanding of the deal and / or the project.
    2.Conduct thorough research of historical financial data of the clients and carry out appropriate due diligence.
    3.Conduct cost and benchmarking analysis.
    4.Develop financial models through benchmarking and process analysis.
    5.Conduct detailed peer review analysis using data tools.
    6.Create forecast models based on current and past financial results for CMA preparation.
    7.Maintain confidentiality of financial information and investment decisions of the client.
    8.Coordinate with the Partner, Senior Team Members, Junior Team Members on engagement planning and execution.
    9.Coordinate with client staff for obtaining financial data for preparation of forecast model.
    10.Handle the work independently and deliver the results in a time bound manner.
    11.Develop and maintain strong relationships with clients through ongoing communication and exceptional service.

Desired Candidate Requirement
    Behavioral Competencies
    1. Problem Analysis and Problem-Solving Attitude.
    2. Take Responsibility.
    3. Deadline Oriented.
    4. Ability to maintain confidentiality.
    5. Ability to handle multiple tasks with diligence.
    6. Efficiency and speed.

    Technical Competencies
    1. Sound Understanding of financial and accounting principles.
    2. Good analytical skills with an attention to detail.
    3. Moderate written and oral Communication Skills.
    4. Hands on working with MS Office Software.
    5. Working knowledge of Tally Software.
    6. Knowledge of Data Tools such as Prowess, Capitaline, Refinitiv, Factiva etc.

Organization Description

One of the leading CA firm providing services to the clients in the areas of Governance, Risk and Compliance (GRC), Corporate Finance, Management Accounting and Business Advisory Services. We are serving mainly large MSME clients engaged in manufacturing / trading activities across varied industries ranging from steel, plastics, and textiles to exports. The firm is a member of international network called XLNC AG based out of Switzerland and has been serving international clients on inbound investments, taxation and FEMA matters since last 5 years.
It is located at Ghatkopar ( West), Mumbai.


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