218 Cfa jobs in Mumbai

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

Elevate Your Impact Through Innovation and Learning

Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies. With a presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, artificial intelligence, and unparalleled subject matter expertise to elevate our clients' business impact and strategic decision-making. Our team of over 4, 500 talented professionals operates in countries such as India, China, Chile, Romania, the US, and Canada. Our global network also extends to emerging markets like Colombia, the Middle East, and the rest of Asia-Pacific. Recognized by Great Place to Work in India, Chile, Romania, the US, and the UK in 2022, we offer a dynamic, growth-oriented, and meritocracy-based culture that prioritizes continuous learning and skill development, work-life balance, and equal opportunity for all.

About Corporate and Investment Banking (CIB)

As a global leader in knowledge processes, research, and analytics, youll be working with a team that specializes in global market research, working with the top-rated investment research organizations, bulge bracket investment banks, and leading asset managers. We cater to 8 of the top 10 global banks, working alongside their product and sector teams, supporting them on deal origination, execution, valuation, and transaction advisory-related projects.

What you will be doing at Evalueserve-

The financial analyst (FA) position is designed for highly detail-oriented, technically strong candidates who will own critical analytical workflows and model infrastructure. The role involves delivering standardized, high-precision financial models using pre-populated historical datasets and converting them into functioning shell models complete with segment details.

Your work will provide a time-zone advantage to the US desk and directly enhance our investment process. This role offers an opportunity to grow into a senior investment associate who works directly with associate portfolio managers on investment ideas.

• Build, maintain, and standardize financial models with an emphasis on
• Clear architecture and consistent templates
• Accurate, fully linked statements and valuation outputs
• Template-specific formatting for usability and speed
• Leverage complete, pre-acquired historical datasets to focus exclusively on value-added analysis (no manual data gathering)
• Refresh and validate models with quarterly results, corporate actions, and guidance updates
• Conduct variance analysis and scenario modeling for earnings outcomes and key business drivers
• Create and refine SOPs for all modeling and reporting workflows to ensure repeatability and accuracy
• Coordinate with senior associates to ensure models and outputs align with coverage priorities
• Support the development of dashboards and tools to track KPIs and industry trends

What we are looking for:

• Bachelors or masters degree in engineering, finance, accounting, economics, or related fields
• 1+ years of experience in equity research and IB or as a buy‑side analyst
• Expert‑level Excel (modeling, Power Query) and solid accounting awareness
• Familiarity with Bloomberg, FactSet, Cap IQ, or similar data terminals
• Ability to write clear English and refine complex information into concise bullet points
• Working knowledge of Python or VBA for data wrangling and automation will be a plus
• Excel Proficiency: The single largest determinant in the success of an applicant’s candidacy and eventually the job is the knowledge of functions (not exhaustive)

Disclaimer: The following job description serves as an informative reference for the tasks you may be required to perform. However, it does not constitute an integral component of your employment agreement and is subject to periodic modifications to align with evolving circumstances.

Please Note: We appreciate the accuracy and authenticity of the information you provide, as it plays a key role in your candidacy. As part of the Background Verification Process, we verify your employment, education, and personal details. Please ensure all information is factual and submitted on time. For any assistance, your TA SPOC is available to support you.

Job Title: Financial Analyst

Location: Lower parel

Job Description

We're seeking a Financial Analyst to drive business growth through interdepartmental coordination, financial analysis, and strategic insights. The ideal candidate will have expertise in Supply Chain Finance, Financial Analysis, and Cost Accounting, with a proven track record in driving efficiency and accuracy.

Key Responsibilities:

1. Interdepartmental Coordination:

- Collaborate with cross-functional teams, including Supply Chain, Operations, and Finance, to drive business decisions.

- Facilitate information sharing and alignment across departments.

2. Financial Analysis:

- Analyze key financial records, identify trends and provide actionable insights to management.

- Develop and maintain financial models, forecasts, and reports.

3. Strategic Insights:

- Provide financial analysis and recommendations to management, driving business growth and efficiency.

- Identify areas for improvement and implement process enhancements.

4. Reporting and Presentation:

- Prepare and present financial reports, analysis, and recommendations to management.

Requirements:

1. MBA degree with a strong academic record.

2. Proven experience 3-4 years in Financial Analysis, Supply Chain Finance, and Cost Accounting.

3. Ability to work collaboratively with cross-function CD

Elevate Your Impact Through Innovation and Learning

Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies. With a presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, artificial intelligence, and unparalleled subject matter expertise to elevate our clients' business impact and strategic decision-making. Our team of over 4, 500 talented professionals operates in countries such as India, China, Chile, Romania, the US, and Canada. Our global network also extends to emerging markets like Colombia, the Middle East, and the rest of Asia-Pacific. Recognized by Great Place to Work in India, Chile, Romania, the US, and the UK in 2022, we offer a dynamic, growth-oriented, and meritocracy-based culture that prioritizes continuous learning and skill development, work-life balance, and equal opportunity for all.

About Corporate and Investment Banking (CIB)

As a global leader in knowledge processes, research, and analytics, youll be working with a team that specializes in global market research, working with the top-rated investment research organizations, bulge bracket investment banks, and leading asset managers. We cater to 8 of the top 10 global banks, working alongside their product and sector teams, supporting them on deal origination, execution, valuation, and transaction advisory-related projects.

What you will be doing at Evalueserve-

The financial analyst (FA) position is designed for highly detail-oriented, technically strong candidates who will own critical analytical workflows and model infrastructure. The role involves delivering standardized, high-precision financial models using pre-populated historical datasets and converting them into functioning shell models complete with segment details.

Your work will provide a time-zone advantage to the US desk and directly enhance our investment process. This role offers an opportunity to grow into a senior investment associate who works directly with associate portfolio managers on investment ideas.

• Build, maintain, and standardize financial models with an emphasis on
• Clear architecture and consistent templates
• Accurate, fully linked statements and valuation outputs
• Template-specific formatting for usability and speed
• Leverage complete, pre-acquired historical datasets to focus exclusively on value-added analysis (no manual data gathering)
• Refresh and validate models with quarterly results, corporate actions, and guidance updates
• Conduct variance analysis and scenario modeling for earnings outcomes and key business drivers
• Create and refine SOPs for all modeling and reporting workflows to ensure repeatability and accuracy
• Coordinate with senior associates to ensure models and outputs align with coverage priorities
• Support the development of dashboards and tools to track KPIs and industry trends

What we are looking for:

• Bachelors or masters degree in engineering, finance, accounting, economics, or related fields
• 1+ years of experience in equity research and IB or as a buy‐side analyst
• Expert‐level Excel (modeling, Power Query) and solid accounting awareness
• Familiarity with Bloomberg, FactSet, Cap IQ, or similar data terminals
• Ability to write clear English and refine complex information into concise bullet points
• Working knowledge of Python or VBA for data wrangling and automation will be a plus
• Excel Proficiency: The single largest determinant in the success of an applicant’s candidacy and eventually the job is the knowledge of functions (not exhaustive)

Disclaimer: The following job description serves as an informative reference for the tasks you may be required to perform. However, it does not constitute an integral component of your employment agreement and is subject to periodic modifications to align with evolving circumstances.

Please Note: We appreciate the accuracy and authenticity of the information you provide, as it plays a key role in your candidacy. As part of the Background Verification Process, we verify your employment, education, and personal details. Please ensure all information is factual and submitted on time. For any assistance, your TA SPOC is available to support you.

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 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

Title: Financial AnalystManager: Senior Director Finance Department/Function: FP&AFinancial AnalystJob 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 stakeholdersPerform ‘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 Power Point. Preferred experience in or exposure to ERP (e.g., Oracle), Hyperion, CRM (e.g. Sales Force), 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 PomeroyPomeroy 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 PomeroyPlease noteAt 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.

• Analyze financial data, including revenue, expenses, and profitability, to identify trends and variances.
• Develop and maintain financial models for forecasting, budgeting, and valuation.
• Prepare regular financial reports and presentations for senior management.
• Conduct in-depth analysis of financial performance and provide actionable insights.
• Assist in the development and management of annual budgets.
• Evaluate the financial implications of business initiatives and investment proposals.
• Monitor key financial metrics and performance indicators (KPIs).
• Identify opportunities for cost savings and revenue enhancement.
• Ensure compliance with financial regulations and accounting standards.
• Collaborate with different departments to gather financial information and support their financial planning.
• Perform variance analysis and explain deviations from budget and forecast.
• Stay updated on industry trends, market developments, and best practices in finance.
• Assist in financial audits and due diligence processes.
• Develop and implement improvements to financial reporting processes.
• Provide support for financial planning and analysis (FP&A) activities.
• Manage relationships with external financial stakeholders as required.
• Contribute to the strategic financial planning of the organization.
• Utilize financial software and databases effectively.
• Ensure the accuracy and integrity of financial information.
• Support ad-hoc financial analysis requests from various departments.

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 3+ years of experience in financial analysis, corporate finance, or investment banking.
• Strong proficiency in financial modeling, forecasting, and budgeting techniques.
• Expertise in Microsoft Excel and financial software (e.g., SAP, Oracle Financials).
• Excellent analytical, quantitative, and problem-solving skills.
• Strong understanding of accounting principles and financial statements.
• Effective written and verbal communication skills.
• Ability to present complex financial information clearly and concisely.
• Detail-oriented with a commitment to accuracy.
• Experience with data visualization tools (e.g., Tableau, Power BI) is a plus.

• Conduct in-depth financial analysis, including variance analysis, trend analysis, and profitability analysis.
• Prepare financial forecasts, budgets, and long-range planning models.
• Develop and maintain financial reports, dashboards, and presentations for management and stakeholders.
• Monitor key financial metrics and key performance indicators (KPIs), identifying areas for improvement.
• Assist in the preparation of financial statements and ensure compliance with accounting principles.
• Perform financial modeling for new business initiatives, investments, and acquisitions.
• Analyze market trends and economic conditions to assess their impact on the company's financial performance.
• Support internal audits and external financial reviews.
• Collaborate with various departments to gather financial data and ensure accuracy.
• Identify cost-saving opportunities and operational efficiencies.
• Stay current with financial regulations and best practices.
• Contribute to the continuous improvement of financial processes and systems.

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Minimum of 3-5 years of experience in financial analysis, corporate finance, or a similar role.
• Strong understanding of financial statements, accounting principles, and financial modeling techniques.
• Proficiency in Microsoft Excel (advanced functions, pivot tables, VLOOKUP) and financial software.
• Excellent analytical, quantitative, and problem-solving skills.
• Strong communication and presentation skills, with the ability to explain complex financial information clearly.
• Ability to work independently, manage deadlines, and thrive in a remote team environment.
• Experience with financial planning and analysis (FP&A) software is a plus.
• Knowledge of investment banking or capital markets is desirable.
• Detail-oriented with a commitment to accuracy and data integrity.