Job Description
Job Description
1. Position Summary
The Finance professional will be responsible for supporting financial planning, analysis, reporting, budgeting, forecasting, and business decision-making. The role requires strong financial and analytical skills, attention to detail, and the ability to work with cross-functional teams.
The candidate will analyze financial data, prepare management reports, monitor business performance, identify financial trends, and provide insights to support strategic and operational decisions.
2. Position Details
- Job Title: Finance Analyst / Senior Finance Analyst
- Department: Finance & Accounts
- Industry: Corporate / MNC
- Location: As per business requirement
- Employment Type: Full-time
- Experience: 0–3 years for Finance Analyst; 3–6 years for Senior Finance Analyst
- Reporting To: Finance Manager / Senior Finance Manager / Financial Controller
3. Key Responsibilities
- Prepare monthly, quarterly, and annual financial reports.
- Support budgeting and forecasting activities.
- Analyze revenue, expenses, profitability, and business performance.
- Prepare variance analysis and explain deviations from budgets/forecasts.
- Develop financial models and management dashboards.
- Assist in financial planning and analysis (FP&A).
- Monitor key financial and business performance indicators.
- Support management in financial decision-making through data-driven insights.
- Conduct cost and profitability analysis.
- Work with accounting teams to ensure accuracy of financial information.
- Assist with month-end and year-end closing activities.
- Prepare presentations and reports for senior management.
- Coordinate with business, operations, sales, procurement, and other functions.
- Identify opportunities for cost optimization and process improvement.
- Ensure compliance with company policies, financial controls, and applicable regulations.
4. Eligibility
- MBA / PGDM in Finance from a recognized university or institution.
- Bachelor’s degree in B.Com, BBA, BBM, Economics, or a related discipline preferred.
- Candidates with relevant internship/project experience may be considered for entry-level positions.
- Strong interest in corporate finance, financial analysis, and business strategy.
- Willingness to work in a fast-paced, target-driven corporate environment.
5. Educational Qualifications
Essential:
- MBA/PGDM – Finance
- Bachelor’s degree in a relevant discipline
Preferred:
- CFA/FRM/CA Inter or other relevant finance certification.
- Advanced Excel or financial modeling certification.
- Additional certification in Power BI, SQL, or data analytics.
6. Required Technical Skills
- Advanced Microsoft Excel
- Financial analysis
- Financial modeling
- Budgeting & forecasting
- Variance analysis
- Management reporting
- P&L and balance-sheet understanding
- Cash-flow analysis
- PowerPoint / presentation skills
- ERP systems such as SAP, Oracle, or Microsoft Dynamics
Good to have:
- Power BI
- SQL
- Tableau
- VBA / Excel automation
- SAP FICO
7. Core Competencies
- Analytical and problem-solving ability
- Numerical aptitude
- Attention to detail
- Business understanding
- Strong communication skills
- Stakeholder management
- Time management
- Teamwork and collaboration
- Decision-making ability
- Ability to work under deadlines
- Strong ethical and professional standards
8. Key Performance Indicators (KPIs)
Performance may be measured based on:
- Accuracy and timeliness of financial reports
- Budget and forecast accuracy
- Quality of financial analysis
- Timely completion of month-end activities
- Cost-saving and process-improvement initiatives
- Compliance with financial controls
- Quality of management presentations
- Responsiveness to business stakeholders
9. Career Progression
A typical career path could be:
MBA Finance → Finance Analyst → Senior Finance Analyst → Assistant Finance Manager → Finance Manager → Senior Finance Manager → Financial Controller / Finance Director
10. Ideal Candidate Profile
The ideal candidate should have a strong foundation in finance and accounting, excellent analytical capabilities, and the ability to convert financial data into meaningful business insights. The candidate should be comfortable working with large datasets, Excel, financial models, and management reports while collaborating with different business functions.
For a large company/MNC, candidates who combine MBA Finance + Advanced Excel + Financial Modeling + Power BI + SAP/ERP knowledge + strong communication skills will generally have a stronger profile.
If you tell me whether you are targeting Finance Analyst, FP&A, Investment Banking, Corporate Finance, Credit Analyst, Treasury, or Financial Controller, I can also create a more specific Big 4/MNC-level JD with salary range, required skills, experience, KPIs, and interview questions.