Finance Associate - CA

About the job

Roles & Responsibilities:

- Reviewing and analyzing the annual reports of companies in the portfolio to assess financial performance, identify trends, and understand key metrics such as revenue, expenses, profitability, and cash flow.

- Collaborating with portfolio managers and experts to gather and analyze financial data, understand investment strategies, and provide support in decision-making processes.

- Participating in risk assessment activities by evaluating the financial health and stability of companies in the portfolio

- Compiling financial reports, presentations, and investment memos summarizing key findings, performance metrics, and investment recommendations for presentation to senior management, clients, or stakeholders

Ideal candidate:

- CA with 1-3 years of experience in Statutory / Internal audit from MNC / Mid size CA firm

- Strong skills in using Excel for financial modeling, data analysis, and reporting, as well as proficiency in creating professional presentations using PowerPoint.

- Excellent verbal and written communication skills

- Eager to learn, adaptable to new challenges, and willing to take on responsibilities to contribute positively to the team's goals