72 Cfa jobs in Kolkata

Title: Financial Analyst

Manager: Senior Director Finance

Department/Function: FP&A

Financial Analyst

Job Purpose:

The Financial Analyst – Finance for Services supports the strategic and operational financial objectives of Pomeroy’s Services organization. Reporting directly to the Vice President of Finance for Services, this role is responsible for delivering accurate financial analysis, supporting budgeting and forecasting processes, and is critical to the quantification and tracking of key financial initiatives. The Analyst will work cross-functionally with internal teams to keep forecasting updated, cost actions quantified accurately, and to serve as point of financial data integrity and truth on Pomeroy services.

Roles and Responsibilities:

• Collaborate with the business to update financial forecasts, including revenue projections, cost profiles, and subsequent margin projections.
• Perform variance analysis of actual results to forecast and budget.
• Assist in the development of executive-level reporting packages, including presentations and dashboards for internal stakeholders
• Perform ‘hands on’ financial modeling and analyses to support a variety of business challenges and to guide conversation with financial reasoning.
• Cross-functionally organize and drive change with stakeholders through change based upon desired financial outcomes using data-driven decision-making.
• Manage regular financial cadences around revenue submissions, price increase schedules, cost action timeliness, and alignment to forecasted actions.

Job Requirements:

Minimum Experience:

• 1–3 years of relevant experience in financial analysis, FP&A, or business analytics.

Basic Qualification:

• Bachelor’s Degree in Finance, Accounting, Economics, or a related field.

Preferred Qualification/Skills:

• Leadership & Collaboration: Demonstrated ability to develop relationships with business stakeholders and establish yourself as a Finance partner supporting mutual objectives.
• Technical Skills: Strong understanding of financial statements, budgeting, and forecasting principles. Working knowledge of accounting principles. Advanced proficiency in Microsoft Excel and intermediate in PowerPoint. Preferred experience in or exposure to ERP (e.g., Oracle ), Hyperion , CRM (e.g. SalesForce), and BI technologies is a plus (e.g., Tableau, Power BI).
• Analytical Thinking: Ability to translate complex data into clear, actionable recommendations.
• Communication: Demonstrates strong communication skills to effectively present financial insights.

About Pomeroy

Pomeroy is a global provider of technology solutions and services designed to keep businesses, and their workforce always connected, always secure, and always working. Our team of 3000 professionals advise, deploys, monitors, manages, and recruits talent for more than 60,000 client locations across North America and Europe. Our decades of experience walking alongside our clients have earned us lasting relationships and high satisfaction ratings.

With over four decades of experience, Pomeroy Inc. has proudly served the IT industry since 1981, marking 44 years of consistent innovation, client-centric solutions, and global impact."

Pomeroy Technologies India Private Limited , incorporated on 9th July 2024 , serves as a strategic extension of Pomeroy’s global delivery network. Established with the vision to broaden the company's reach across diverse international markets, Pomeroy India is rapidly evolving as a key talent and innovation hub. With a growing team of 200+ professionals distributed across the length and breadth of India, the organization operates on a flexible, location-agnostic model that enables seamless service delivery.

Recognized for its commitment to quality and industry standards, Pomeroy India is a registered member of NASSCOM . Looking ahead, the organization is poised for significant growth and strategic plans to expand its client portfolio and strengthen its presence both within India and globally.

Pomeroy India believes in treating all people with respect, dignity and is committed to provide a work environment free from discrimination and harassment. Pomeroy is an equal opportunity employer committed to diversity and inclusion, as well as non-discrimination in employment. All qualified applicants receive consideration without regard to race, color, religion, gender, sexual orientation, national origin, age, and or other legally protected classification, not affecting the functional requirements of the position held. All persons shall be afforded an equal employment opportunity.

We are committed to identifying individuals whose principles are deeply aligned with our core values and who will actively contribute to cultivating a culture of inclusivity, mutual respect, and collective excellence.

Click here to know more about Pomeroy

Please note

At Pomeroy, we do not charge any fees at any stage of the recruitment process. If you are approached by anyone requesting payment on our behalf, kindly treat it as fraudulent and report it to us immediately.

Only serious candidates should apply. This is a challenging position. Apply only if (a) you are looking for a really challenging opportunity (b) you are looking for an opportunity with global exposure (c) you are ready to persevere through the challenges and ambiguities of the role and the work (d) you are looking to invest the time and effort to take on significant responsibilities irrespective of your title and (e) your reason to join this role is NOT an increment from your current / last compensation.

People lacking the above would either struggle through the recruitment process or won't be a good fit in this role and the company

Recruitment process will include 2-3 interviews with senior management and 1-2 written exercise to be submitted in the beginning of the process.

Job Role: Financial Analyst

Experience: 5-6 years 

About The Company :

Growwth Partners ( is a new tech startup started by Ex – Rocket Internet team member to Partner. With fast growing companies, entrepreneurs, and investors in APAC, Europe and Beyond. Our Mission is to provide technology and tools to growing start -ups in their growth Journey By helping them in various important areas of building a growing business. 

We are a fast- growing tech start-up building a Artificial Intelligence/ Machine learning Based software and platform for finance for start-ups, investors, tech companies. We are Headquartered in Singapore with a team in Singapore, India and South East Asia. 

We are a team of qualified and experienced, tech, investment, finance, business and Growth Professionals with extensive experience, network and knowledge gained while working for Big 4 professional services firms, MNC’s, leading global venture capitalist Firms and fast –Growing start-up companies. Our Core team members have worked with Many startups in Asia, US, Europe, Middle East at various stages and helped them in their growth journey.

About the role: 

We are seeking a motivated and detail-oriented Financial Analyst to join our team. The ideal candidate is passionate about finance, eager to learn, and ready to contribute to real-world projects.

• Independently prepares financial models including financial statements projections, budgets, forecasts and consolidation, DCF etc

• Independently prepare Annual business plan, budgets, forecasts, and variance analysis reports

• Conducts financial analysis including, but not limited to analysis of consolidated financial statements, cost restructuring, business process  analysis, valuation or similar adhoc CFO advisory assignments

• Prepares timely financial reports, presentations, and other requisite reports as required by the managers for reporting to the Client’s Senior Management (Founders/CEO’s/Shareholders)

• Conducts research and gathers data (including but not limited to; industry trends, competitors, market conditions) to support strategic decision-making. 

• Collaborates with cross-functional teams (client and internal) to analyze the financial performance and identify areas for improvement. 

• Supports the finance and accounting team with the data, analysis and reconciliation, wherever required. 

• Participates in meetings, training and presentations to gain exposure to corporate finance processes and best practices. 

Qualifications: 

• MBA in Finance, Accounting, CFA or related field. 

• Strong analytical and quantitative skills with the ability to interpret financial data and draw meaningful conclusions. 

• Proficiency in Excel, PowerPoint and financial modeling techniques

• Working Knowledge of SAP, Xero, Quick books, MS office, GSuite

• Strong attention to detail and accuracy in work. 

• Excellent written and verbal communication skills, with the ability to present complex information clearly and concisely. 

• Detail-oriented and organized, with the ability to manage multiple tasks and meet deadlines in a fast-paced environment. 

• Proactive and eager to learn, with a strong work ethic and a positive attitude.

• Eagerness to learn and take on new challenges in a fast-paced and dynamic work environment. 

Benefits: 

• Hands-on experience in corporate finance within a dynamic and innovative company. 

• Exposure to real-world projects and the opportunity to make meaningful contributions. 

• Mentorship and guidance from experienced finance professionals and seasoned Chartered Accountants. 

• Networking opportunities with industry experts and peers. 

• Competitive compensation

• Opportunity to grow and thrive in a dynamic environment. 

About the Company

Zetheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.

About the Role

We are seeking a talented and motivated student intern for a Financial Analyst role. This is an extraordinary opportunity for a self-driven, analytically minded student with a passion for financial markets and investment analysis to contribute to our autonomous AI-driven investment advisory platform.

About the Internship:

As a Financial Analyst, you will work on analysing securities, building valuation models, and developing investment strategies. You will have the opportunity to engage in multiple mini-projects across various financial analysis domains. The internship is designed to provide practical exposure to investment analysis in a FinTech environment.

Key Responsibilities As part of the internship, you will work through a structured set of assignments designed to enhance your understanding of financial markets and investment analysis. Your primary responsibilities will include:

Securities Analysis

• Conduct fundamental analysis of stocks and bonds
• Perform technical analysis of market trends
• Analyse mutual funds and ETFs performance metrics
• Create comparative analysis of different asset classes

Valuation Model Development

• Build DCF and multiples-based valuation models
• Develop custom valuation frameworks for different sectors
• Create yield models for fixed income securities
• Implement valuation methodologies for alternative investments

Portfolio Strategy

• Develop asset allocation frameworks
• Create sector rotation strategies
• Formulate risk-adjusted portfolio construction models
• Design rebalancing mechanisms for optimal performance

Market Research

• Conduct macroeconomic analysis for market outlook
• Research sector and industry trends
• Analyse monetary policy implications on markets
• Track regulatory changes affecting investments

Capstone Project

• Complete an end-to-end investment analysis project including: Market research, Security selection, Portfolio construction, and Performance evaluation

What You Will Learn

• Practical experience with financial analysis techniques
• Investment strategy development
• Market research methodologies
• Portfolio construction principles
• Quantitative and qualitative analysis skills

Who Should Apply?

• Student or fresh graduate from any discipline
• Strong understanding of financial markets and securities
• Proficiency with financial modelling and Excel
• Analytical and research capabilities
• Willingness to self-learn and work in a fast-paced environment

Internship Details

Duration: Self-paced. Option of 1 month or 2 months within a period of 4 months provided.

Type: Unpaid

Job Summary:

We are seeking a detail-oriented and analytical Financial Analyst to join our finance team. In this role, you will be responsible for analyzing financial data, developing forecasts, preparing reports, and supporting strategic decision-making. The ideal candidate has strong quantitative skills, excellent attention to detail, and a deep understanding of financial principles.

Key Responsibilities:

• Analyze financial data and create financial models for decision support.
• Track company financial performance against forecasts and budgets.
• Assist with budgeting, forecasting, and variance analysis.
• Prepare reports and presentations for senior management and stakeholders.
• Identify trends, risks, and opportunities to improve financial performance.
• Support month-end and year-end close processes.
• Work cross-functionally with departments to ensure accurate financial planning and analysis.
• Monitor industry trends and economic developments relevant to the business.
• Ensure compliance with financial regulations and internal policies.

Required Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Proficiency in Microsoft Excel (e.g., pivot tables, financial formulas, modeling).
• Experience with financial software and ERP systems (e.g., SAP, Oracle, NetSuite).
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication abilities.
• Ability to work independently and as part of a team in a fast-paced environment.

Preferred Qualifications:

• Master’s degree (MBA or Finance) or CFA Level I/II certification.
• Experience with BI tools (e.g., Power BI, Tableau).
• Familiarity with financial reporting standards (GAAP, IFRS).
• Knowledge of SQL or data querying for large datasets.

Job Summary:

We are seeking a detail-oriented and analytical Financial Analyst to join our finance team. In this role, you will be responsible for analyzing financial data, developing forecasts, preparing reports, and supporting strategic decision-making. The ideal candidate has strong quantitative skills, excellent attention to detail, and a deep understanding of financial principles.

Key Responsibilities:

• Analyze financial data and create financial models for decision support.
• Track company financial performance against forecasts and budgets.
• Assist with budgeting, forecasting, and variance analysis.
• Prepare reports and presentations for senior management and stakeholders.
• Identify trends, risks, and opportunities to improve financial performance.
• Support month-end and year-end close processes.
• Work cross-functionally with departments to ensure accurate financial planning and analysis.
• Monitor industry trends and economic developments relevant to the business.
• Ensure compliance with financial regulations and internal policies.

Required Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Proficiency in Microsoft Excel (e.g., pivot tables, financial formulas, modeling).
• Experience with financial software and ERP systems (e.g., SAP, Oracle, NetSuite).
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication abilities.
• Ability to work independently and as part of a team in a fast-paced environment.

Preferred Qualifications:

• Master’s degree (MBA or Finance) or CFA Level I/II certification.
• Experience with BI tools (e.g., Power BI, Tableau).
• Familiarity with financial reporting standards (GAAP, IFRS).
• Knowledge of SQL or data querying for large datasets.