288 Cfa jobs in Mumbai

Teaching: Deliver engaging instructional sessions, conduct workshops, and facilitate

discussions to reinforce CFA concepts, ensuring students grasp key material and develop

critical thinking skills.

Student Support: Assist students in underst

Major Accountabilities:

Investment Recommendations and Analysis:

Generate timely and accurate investment recommendations, stocks, sectors, and ideas that deliver substantial returns to customers across all investor products and services.

Provide expert-level inputs for overall strategy, initiatives, goals, and budgets related to equities.

Client Coordination:

Regularly coordinate with Institution clients, Private Client Group (PCG), High Net Worth Individuals (HNI), and retail clients.

Address day-to-day queries from clients and maintain strong client relationships.

Team Leadership and Guidance:

Lead and guide the equity research analyst team in conducting research and valuation of companies.

Generate new ideas, meet with company managements, and present to institutional investors.

Product Development:

Design and develop product offerings from the Research department tailored for each segment of the company's clientele.

Financial Modeling and Analysis:

Develop financial models reflecting companies' overall performance and valuation to support sound investment decisions.

Close monitoring of companies in the existing portfolio and timely adjustments based on market conditions.

Market Analysis and Theme-Based Ideas:

Analyze industry-specific trends, regulatory environments, and identify opportunities in sectors.

Formulate and generate theme-based trading and investment ideas.

Strategic Planning:

Develop short and long-term business strategies, including investment ideas and stock recommendations, aligning with overall business objectives.

Understand business problems and opportunities, recommend solutions to achieve organizational goals.

Client Interactions and Networking:

Handle client interactions, conference calls, corporate meetings, industry visits, and road shows.

Build and maintain a strong network in the industry.

Research Reports and Publications:

Identify investment opportunities in the Indian equity markets and publish research reports on individual equities across sectors and market capitalization.

Oversee budgets and policies for the Research Department.

Must-Haves:

Zuellig Pharma is a leading healthcare solutions company in Asia, and our purpose is to make healthcare more accessible to the communities we serve. We provide world-class distribution, digital, and commercial services to support the growing healthcare needs in this region.

The company was started a hundred years ago and has grown to become a multibillion-dollar business covering 17 markets with over 12,000 employees. Our people serve more than 200,000 medical facilities and work with over 450 clients, including the top 20 pharmaceutical companies in the world.

Purpose of the Role:

Reporting to the Finance Director or its designate, the analyst will support the Clinical Trial Support Business Unit (CTS BU) FP&A function in analysis, planning, forecasting and reporting activities for the BU through:

• Providing impactful insights through data analysis.
• Supporting the key stakeholders by partnering them in their business decision making
• Building and maintaining reports and dashboards to aid in decision making

Expectations of the Role:

Budget and Forecasting cycles for CTS BU:

• Responsible for the creation and maintenance of assigned budget data input templates
• Support the annual Budget and Forecasting cycles and Long-Term Strategic Planning cycles with the Guidance from Finance Director and the FP&A Manager
• Work with FP&A Manager to ensure smooth annual budget process & minimize challenges encountered in this process which could derail the timelines, accuracy of the annual budget

Management Reporting:

• Responsible for the assigned areas of ZPSSG monthly BPC submission
• Responsible for the timely submission of financial information/data required by HQ Finance in addition to the monthly BPC submission.
• Support Finance Director and FP&A Manager to develop meaningful Leading and Lagging Key Performance Indicators.
• Responsible for the preparation of assigned monthly financial information/data including but not limited to Income, Opex, Market PnL, Management Reporting deck & ensure timely dissemination of such to all relevant stakeholders.
• Responsible for Assigned sections of the CTS BU monthly performance commentary deck.

Business Performance Analysis with actionable recommendations:

• Monitor KPIs and identify the cause of unexpected variances.
• Produce insightful analysis relevant to assigned markets/functions with actionable recommendations to aid stakeholders in their business decisions to drive business performance.

CTS BU Performance Dashboard Support:

• Responsible for the development & maintenance of various management performance dashboards including but not limited to Market Service Income, Opex, DSO, SG Depot, Headcount using either Power BI or other available Analytical Tools within ZP

Others:

• Adhoc business performance reporting and analysis
• Support any assigned FP&A improvement projects with guidance from management other adhoc duties as directed by management from time to time

What will make you successful:

Must-Have:

• Degree in Accountancy or Finance.
• At least 3 years’ commercial/FP&A experience with a reputable MNC logistics company specialising in healthcare in a regional role.
• Strong in Microsoft Excel and Powerpoint.
• Hands on experience with SAP (Finance Module, Sales & Distribution Modules as well as SAP BPC).
• Proficient & Hands on experience with Power BI and preferrably InfoRiver PBI add-on.
• Hands on experience with Think-Cell.

Advantage to Have:

• Prior experience in logistic Industry is an advantage
• Strong analytical skills.

What we offer:

• We are committed to fostering an inclusive environment where our employees can learn, grow, and achieve shared success.
• We champion diversity, equity, and inclusion, ensuring every individual feels valued, respected, and treated fairly.
• As a leading multi-market healthcare solutions provider, we empower our employees to gain comprehensive knowledge and expertise in the dynamic healthcare industry across the region.
• Enjoy the flexibility to effectively balance your work and personal life while taking charge of your career journey through our empowering growth opportunities.
• Our Total Rewards program is designed to support your overall well-being in every aspect.

About Company :

An AI-driven platform that enhances research and due diligence processes for financial institutions, make more informed, data-backed decisions efficiently

Job Description :

We are seeking a detail-oriented Financial Analyst to develop, quality-check, and refine AI-generated deliverables for our financial services clients. This role combines financial analysis, prompt engineering, and peer review in a fast-paced, AI-enhanced environment.

Key Responsibilities :

• Workflow Execution (40%) : Build and quality-control customized research and financial analysis workflows using predefined templates.
• AI Prompting (30%) : Design, test, and refine prompts for large language models; ensure ≥40% AI-content utilization in final deliverables.
• Peer Review (20%) : Act as “quality captain” on rotation, reviewing team outputs to ensure accuracy and consistency.
• Knowledge Sharing (10%) : Document innovations, efficiencies, and insights in the team playbook to support scale and consistency.

Please note: This opportunity is 100% remote.

Required Qualifications :

• 2–4 years of experience in Investment Banking, Private Equity, Big 4 Transaction Services, or Equity Research.
• Proficiency with financial data platforms (e.g., CapIQ, FactSet, PitchBook); ability to source and build comps independently.
• Intermediate Excel skills (XLOOKUP, INDEX MATCH) and PowerPoint formatting (e.g., slide master usage).
• Strong attention to detail, particularly when working with AI-generated content.
• Excellent written English for client-facing communications and deliverables.

Nice-to-Have :

• MBA or a top-tier finance degree.
• Progress toward CFA Level 1 or FMVA.
• Advanced Excel capabilities, including dynamic arrays and macros.

Job Context: To lead the global consolidation, governance, and performance tracking of capital expenditure across Birla Carbon’s operations, ensuring strategic alignment, financial discipline, and realization of investment benefits. Support annual budgeting and monthly forecasting and reporting processes. Additionally, the role acts as an internal financial controller, responsible for driving compliance with corporate finance policies, coordinating quarterly control assessments, reporting non-compliance issues, and strengthening the overall financial control environment.

Birla Carbon operates across multiple geographies with a diverse manufacturing footprint, making capital investment planning and control a critical function. The Global Capex analyst plays a central role in aligning capital expenditure with strategic priorities, ensuring financial discipline, and supporting the Director of Capital Management in evaluating technical feasibility and investment decisions. The role also contributes to the broader financial planning cycle, including annual budgeting and monthly forecasting, and acts as a key internal controller to uphold financial governance across the organization.

This position requires close coordination with plant finance teams, site controllers, project managers, and corporate leadership to consolidate global Capex plans, monitor performance, and ensure compliance with internal policies and external standards. The role demands a strong understanding of both financial and operational dynamics, as well as the ability to influence cross-functional stakeholders.

___

Key Challenges

Global Coordination & Consolidation: Managing inputs from multiple regions and business units with varying timelines, priorities, and systems to produce a unified and accurate global Capex view.

Strategic Prioritization: Balancing competing investment needs while ensuring alignment with long-term business strategy and financial targets.

Benefit Realization: Tracking and validating whether approved projects deliver the expected cost savings, productivity improvements, or strategic outcomes.

Policy Compliance & Controls: Ensuring consistent adherence to Birla Carbon’s finance policies across all sites, including timely reporting of non-compliance and follow-up on corrective actions.

Quarterly Control Questionnaire Management: Coordinating with site controllers to gather, validate, and report responses, while maintaining the integrity of the internal control framework.

System & Process Standardization: Driving improvements in Capex reporting tools and processes across geographies to enhance transparency, efficiency, and control.

KRA

25%

1. Capex Strategic Planning & Investment Governance

• Lead global Capex planning and consolidation across all plants and business units.
• Support the Director of Capital Management in technical feasibility reviews and investment prioritization.
• Review and challenge business cases to ensure strategic alignment, financial robustness, and ROI clarity.
• Facilitate corporate-level discussions on Capex prioritization and resource allocation.

10%

1. Capex Performance Monitoring & Benefit Realization

• Track Capex spend vs. plan and ensure timely, accurate reporting to senior leadership.
• Monitor post-investment performance to validate delivery of anticipated benefits (cost savings, productivity, etc.)
• Identify underperforming projects and recommend corrective actions or reallocation.
• Drive cost optimization and capital efficiency initiatives across the portfolio.

10%

1. Controls, Systems & Stakeholder Engagement

• Ensure compliance with capex policies and financial control requirements.
• Strengthen governance and internal controls over Capex approvals, tracking, and capitalization.
• Enhance Capex reporting tools and processes (SAP, SAC, etc.) for better visibility and control.
• Act as a key liaison between corporate finance, plant controllers, project teams, and the Director of Capital Management.

15%

1. Internal Financial Controls & Policy Compliance

• Act as the internal controller for ensuring adherence to Birla Carbon’s finance policies across all functional areas.
• Coordinate the quarterly Financial Controls Questionnaire (FCQ) process, consolidating inputs from site controllers and validating responses.
• Identify and report non-compliance issues, and follow up on remediation actions with relevant stakeholders.
• Ensure compliance with internal control frameworks and audit requirements.
• Support internal and external audits and drive continuous improvement in financial governance.

10%

1. Planning & Budgeting

• Support FP&A team during Annual planning and budgeting by reviewing various KPI’s related to margins, fixed costs, yield, productivity, downtime, capacity utilization etc.

10%

1. Monthly / Quarterly / BRC reporting

• Support the monthly / quarterly /. BRC reporting process as a part of FP&A team.
• Ensure reports are submitted on time to management with accurate information

20%

1. Ad hoc projects and analysis

• As may be required by stakeholders in Corp. Office / Group.

Related Education & Experience

Experienced CA with Good knowledge of systems like SAP, FCCS and SAC, etc

CA with 4-5 years of experience

About the company:

Infinx Healthcare is a leading technology enabled intelligent payment lifecycle solutions provider for hospitals, health systems and physician groups in the US. From our artificial intelligence-driven Prior Authorization Software, which streamlines preauthorization workflows for hospitals, clinics, imaging centers, and laboratories to revenue cycle management solutions for various specialties, we focus on increasing revenue and improving patient satisfaction for our customers. Very recently we have been certified as a ‘Great Place to Work’ by the Great Place To Work® Institute.

Website:

About the role:

As an Analyst you will work with the top management and provide support in critical decision- making with real-time data-driven insights.

Key Responsibilities:

• Support equity / debt fundraise and M&A initiatives through market research, financial modelling, target screening, and due diligence efforts
• Conduct financial analysis and valuation modelling and present ROI analysis for potential acquisitions and partnerships
• Track market activity and update internal trackers
• Assist in the preparation of Board materials, investor presentations, and strategic review documents
• Conduct industry and competitive benchmarking to identify emerging trends and opportunities across healthcare and technology sectors
• Assist in building financial and strategic forecasts
• Collaborate cross-functionally (finance, product, legal, operations) to project manage M&A execution, integration planning, and strategic initiatives

Qualification & Experience:

• MBA (Finance) from a Top B-School/CA/ICWA with atleast 2 years of total work experience in relevant role
• Candidates from Corporate Strategy/Development and M&A roles preferred

Skills required:

• Excellent communication skills
• Fundamental analytical and conceptual thinking skills
• Strong business acumen
• Good presentation skills
• Ability to work under pressure on multiple projects within specified deadlines

JD for Financial Analyst

Key Responsibilities

• Act as the finance domain expert in SAP-driven financial processes, including sales, cost, manufacturing, budgeting, and planning .
• Collaborate with CFOs and finance leadership to understand business needs and translate them into financial system solutions .
• Design, implement, and support MIS, financial reporting, group consolidation, and statutory reporting in SAP.
• Ensure smooth execution of budgeting and forecasting cycles , integrating financial and operational data.
• Drive automation, process improvements, and standardization of financial reporting using SAP solutions (SAC, BPC, Group Reporting, etc.).
• Partner with cross-functional teams (controlling, manufacturing, sales, and supply chain) to ensure accurate financial insights .
• Prepare and present financial dashboards, KPIs, and analytical insights to aid strategic decision-making.
• Support internal controls and compliance within SAP finance processes.
• Work closely with SAP technical teams to configure, test, and deploy finance functionalities.

Qualifications & Skills

• Chartered Accountant (CA) with 5–10 years of post-qualification experience in financial planning, reporting, and analysis .
• Strong domain knowledge in consolidation, MIS, budgeting, forecasting, and manufacturing finance .
• Hands-on experience in SAP Finance modules (FI/CO, Group Reporting, BPC, or SAC preferred).
• Excellent communication skills with the ability to engage CFOs and senior stakeholders in strategic financial discussions.
• Strong analytical and problem-solving skills; ability to translate business needs into system design.
• Prior experience in consulting, corporate finance, or shared services is desirable.
• Ability to work in a fast-paced, dynamic environment and manage multiple priorities.

Key Attributes

• Business-oriented mindset with techno-functional SAP exposure .
• Influential communicator with boardroom presence .
• Strong stakeholder management and collaboration skills.
• Passion for leveraging SAP to drive financial excellence .

Job Title : Financial Analysts

Location: Thane

About your role:

As a Financial Analysis - Sr Professional I, youll be pivotal in driving financial planning and decision-making processes. This role contributes to the organization's financial health by analyzing data, developing financial models, and preparing comprehensive financial reports. The team emphasizes accurate and actionable financial insights that help guide Fiserv's strategic directions and business decisions.

What you'll do:

• Conduct detailed financial analysis and develop robust financial models to support business decisions.
• Prepare and present comprehensive financial reports to senior management.
• Analyze financial data to identify trends, variances, and opportunities for improvement.
• Collaborate with various departments to ensure alignment on financial planning and budgeting.
• Assist in the development and implementation of strategic financial plans.
• Provide actionable insights and recommendations based on financial data analysis.
• Responsibilities listed are not intended to be all-inclusive and may be modified as necessary.

Experience you'll need to have:

• 4+ years of experience in financial and data analysis with Excel and PowerBI
• 2+ years of experience in financial modelling and with budgeting and forecasting tools

Experience that would be great to have:

• Strong understanding of accounting principles
• Experience in RPA tools like Power Automate & uiPath is preferred
• Experience with SAP or Oracle

Are you a finance professional with a strong foundation in Accounting & Taxation (GST & ITR) and a passion for technology & process optimization?

This is your chance to bridge the gap between finance, compliance, and product innovation with us