6 Financial Advisory Practices jobs in Indore

• Lead client engagements within the financial services industry, managing teams and deliverables.
• Analyze business challenges and opportunities for financial institutions, developing strategic and operational solutions.
• Provide expert advice on areas such as digital transformation, regulatory reform, risk management, and operational efficiency.
• Conduct thorough market analysis, competitive assessments, and financial modeling.
• Develop detailed business cases, implementation roadmaps, and change management strategies.
• Facilitate workshops and presentations for senior client stakeholders.
• Build and maintain strong client relationships, ensuring high levels of satisfaction.
• Manage project scope, timelines, budgets, and resources effectively.
• Stay current with industry trends, regulatory changes, and technological advancements in financial services.
• Contribute to the firm's intellectual capital and service offering development in financial services.
• Mentor and develop junior consultants within the team.

• MBA or Master's degree in Finance, Economics, Business Administration, or a related field.
• Minimum of 5-7 years of experience in management consulting or a senior strategic role within the financial services industry.
• Deep understanding of banking, insurance, or capital markets operations and regulations.
• Proven track record of successfully delivering complex projects for financial services clients.
• Exceptional analytical, problem-solving, and critical thinking skills.
• Strong financial acumen and experience with financial modeling.
• Excellent written and verbal communication skills, with the ability to articulate complex ideas clearly.
• Strong leadership and team management capabilities.
• Proficiency in project management tools and methodologies.
• Ability to travel as needed for client engagements.
• Strong client relationship management skills.

• Develop, implement, and maintain robust risk assessment frameworks and methodologies.
• Conduct quantitative and qualitative analysis of credit, market, operational, and liquidity risks.
• Monitor key risk indicators (KRIs) and key performance indicators (KPIs) and report on trends and anomalies.
• Design and execute stress testing and scenario analysis exercises.
• Contribute to the development and implementation of risk mitigation strategies and controls.
• Prepare comprehensive risk reports for senior management, regulatory bodies, and board committees.
• Stay abreast of evolving regulatory landscapes (e.g., Basel III, Solvency II) and ensure compliance.
• Collaborate with business units to embed a strong risk culture and provide risk management guidance.
• Utilize advanced statistical modeling and data analysis tools to identify potential risk exposures.
• Contribute to the continuous improvement of risk management processes and systems.

• A Master's degree in Finance, Economics, Statistics, Mathematics, or a related quantitative field.
• At least 5 years of experience in risk management, preferably within the insurance or financial services sector.
• Proven expertise in various risk domains (credit, market, operational, liquidity).
• Strong knowledge of financial modeling, statistical analysis, and programming languages (e.g., Python, R, SQL).
• Familiarity with regulatory frameworks and compliance requirements in financial services.
• Excellent analytical, problem-solving, and critical thinking skills.
• Exceptional written and verbal communication skills, with the ability to articulate complex risk concepts clearly.
• Experience with risk management software and platforms is advantageous.
• Ability to work independently, manage multiple priorities, and meet deadlines in a remote environment.
• Professional certifications such as FRM, PRM, or CFA are a strong plus.

• Conduct comprehensive risk assessments across different business units, identifying potential threats and vulnerabilities.
• Develop and implement risk models and methodologies to quantify potential losses and their probability.
• Monitor market, credit, operational, and liquidity risks, providing timely reports and insights to senior management.
• Design and implement risk mitigation strategies and controls to minimize exposure.
• Ensure compliance with relevant financial regulations and industry standards.
• Collaborate with cross-functional teams to embed risk management principles into business processes.
• Develop and maintain risk reporting dashboards and metrics for effective decision-making.
• Stay abreast of emerging risks and regulatory changes impacting the financial services industry.
• Contribute to the development and enhancement of the company's risk management policies and procedures.
• Provide training and guidance to junior analysts and business units on risk management best practices.
• Utilize advanced data analysis tools and techniques to identify trends and patterns in risk data.

• Master's degree in Finance, Economics, Statistics, or a related quantitative field.
• Minimum of 5-7 years of experience in risk management within the financial services sector.
• Strong understanding of financial instruments, markets, and regulatory frameworks (e.g., Basel Accords).
• Proficiency in statistical modeling software (e.g., R, Python, SAS) and data analysis tools.
• Excellent analytical, problem-solving, and critical thinking skills.
• Strong written and verbal communication skills, with the ability to articulate complex risk concepts clearly.
• Proven ability to work independently and manage multiple priorities in a remote environment.
• Professional certifications such as FRM or CFA are a plus.
• Experience with stress testing and scenario analysis.
• Detail-oriented with a commitment to accuracy and integrity.

Senior Manager, Financial Planning & Analysis (FP&A)

POSITION REPORTS TO: Chief Finance Officer (CFO)

EMPLOYMENT BASIS: Full-time

LOCATION: Remote (AEST time zone)

TIME COMMITMENT: 5 days per week

Role Description

ATEC exists to decarbonise cooking for all households across the Global South with our smart eCook stoves. 4 billion people across Asia & Africa still lack access to modern cooking - generating 1 gigaton of emissions, more than the global airline industry. ATEC’s patented IoT technology means usage data is converted into 100% data-verified carbon credits - a global first for the sector. ATEC is now expanding across Asia & Africa - working with last-mile distributors and net-zero partners to decarbonise cooking at scale.

The Senior Manager, FP&A will be responsible for delivering robust financial insights, analysis, and reporting to support ATEC’s strategic decision-making and growth. This position will lead budgeting, forecasting, and financial modelling activities, partner with teams inside and outside the organization, and serve as a finance business partner to senior leaders. The Senior Manager, FP&A will also drive process improvements, support resource allocation, and help optimize business performance and operational efficiency.

The role will support the review and enhancement of ATEC’s financial model in order to further ATEC’s strategic mission. This is a hands-on role reporting to the CFO and is part of a small finance team, working closely with the Finance Manager.

Key Responsibilities

Financial Analysis, Modelling and Reporting

• Build and maintain financial models, conduct scenario & variance planning and analyses, translate strategic initiatives into financial terms, identify key financial drivers, and support decision-making across the organization.
• Analyze financial data, KPIs, and trends to provide actionable insights and recommendations for improving business performance and informing strategic discussions.
• Provide financial guidance and support for new projects, investments, and cost-saving initiatives.
• Analyze financial data, key performance indicators, and trends to provide insights and recommendations for improving business performance.
• Prepare and present financial reports (including grant reports), forecasts, budgets, and variance analysis to senior management.

Budgeting, Forecasting & Planning

• Lead the annual budgeting, cash flow planning, and periodic re-forecasting processes in collaboration with department heads and senior leadership.
• Oversee and consolidate quarterly and annual planning cycles, ensuring alignment with organizational goals and timely completion of financial plans.

Stakeholder and Investor Management

• Support the (monthly) financial close process and prepare financial reporting packages for senior leadership, functional units, Board and FRAC Committees.
• Serve as a finance business partner to leaders across functions, building strong relationships to drive financial alignment and accountability.
• Prepare and support the due diligence process for investors, working across teams to collate and prepare responses.
• Design, guide, and streamline the communication between ATEC and its board, investors, and potential future business/finance partners for finance related matters.
• Communicate with internal stakeholders on matters related to budgeting, forecasting and financial planning.

Process Improvement & Data Management

• Identify and implement process improvements to enhance the efficiency and effectiveness of FP&A activities, including automation and digitization of reporting.
• Ensure integrity and accuracy of financial data across systems and reports, creating standardized templates and validation processes.
• Support the integration and optimization of financial systems and business intelligence tools.
• Collaborate with cross-functional and global teams to understand business drivers and support resource allocation.
• Identify opportunities to streamline processes and improve efficiencies within the finance function.
• Develop business cases for proposed process improvements or system enhancements.
• Ensure accuracy and integrity of data used in financial analyses through regular validation processes.
• Create standardized templates for reporting purposes and ensure consistent data collection across the organization.

Special Projects

• Lead or participate in special projects and ad hoc analyses, such as fundraising, grant raising and reporting, or market expansion

Other activities as determined by the CFO

QUALIFICATIONS AND EXPERIENCE

• CA or CPA qualification
• Finance degree or equivalent degree in Statistics or a related field
• Minimum of 3-5 years relevant experience in financial management, budgeting, planning and analysis
• Advanced Microsoft Excel skills
• Business Intelligence experience (desirable)
• Experience working in a distributed team in a regional or global context, within a complex industry

Personal Attributes

• Alignment with ATEC’s core values of One Team, Continuous Learning & Goal-Orientated
• Enjoy working in a fast paced and distributed startup/scaleup work environment
• Comfortable with rapid iteration
• High attention to detail
• Excellent written & verbal communicator, with the ability to translate complex financial concepts into everyday language across languages and cultures
• Resolute in using your skills and experience to make the strongest possible impact in the world

Company Overview:

BrightEdge is a leading enterprise SEO and content performance platform trusted by over 1,500 global brands including Microsoft, Adobe, and Marriott.

What makes BrightEdge special is our innovative technology that transforms complex search data into actionable insights. We're not just another martech company – we literally pioneered the SEO platform category and continue to lead with AI-powered solutions.

Working with us means joining a team that's solving fascinating technical and business challenges at scale. You'll be directly impacting how major brands connect with their audiences online.

We are seeking an experienced FP&A Lead / Manager to join our team and drive strategic financial initiatives while providing critical insights to our executive leadership team.

Position Summary:

We're seeking an experienced FP&A Manager to join our finance team and drive strategic financial planning for our rapidly growing SaaS business. You'll be responsible for forecasting, budgeting, and providing analytical insights to support our ARR growth.

Key Responsibilities:

• Own annual budgeting and quarterly forecasting processes for the entire organization
• Develop and maintain comprehensive SaaS metrics reporting including ARR, churn, LTV/CAC, and unit economics
• Partner with Sales, Marketing, and Customer Success teams to analyze performance and identify growth opportunities
• Prepare monthly board packages and present financial results to executive leadership
• Build financial models to support strategic initiatives, pricing decisions, and investment prioritization
• Lead variance analysis and provide actionable insights to drive business performance
• Support fundraising activities with investor materials and financial due diligence

Required Qualifications:

• 5-10 years of FP&A experience, with 3+ years in SaaS/subscription businesses
• Deep understanding of SaaS metrics (ARR, MRR, churn, LTV/CAC, cohort analysis)
• Advanced Excel/Google Sheets and SQL skills
• Experience with Salesforce, NetSuite, and BI tools (Tableau/Looker preferred)
• Strong analytical and financial modeling skills
• Excellent communication and presentation abilities
• Bachelor's degree in Finance, Accounting, Economics, or related field

Preferred Qualifications:

• MBA or CFA designation
• Experience at high-growth SaaS companies ($10M-$100M ARR)
• Familiarity with revenue recognition standards (ASC 606)
• Experience with planning tools (Adaptive, Anaplan, etc.)
• Python/R programming skills
• Ability to overlap with EST / PST timezones (till 12:30 AM IST)

Interview Process

• Recruiter Screen
• Interview with Director of FP&A
• Assessment - Financial Modeling
• Interview with Head of Finance / Head of Operations / Director - Strategy
• Interview with CEO / CTO