453 Financial Consulting Firms jobs in India
Financial Services Advisor
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Job Title: Financial Services Advisor
We are seeking a highly skilled and detail-oriented Financial Services Advisor to support senior bankers in delivering financial advisory services. This role will involve working closely with clients to understand their financial needs and providing expert advice on investment opportunities.
- Key Responsibilities:
- Create complex financial models to assess clients' financial health and potential investments.
- Analyze company valuations, financial metrics, and market trends to provide insightful recommendations to clients.
- Support deal execution, manage timelines, coordinate teams, and communicate effectively with clients.
- Develop marketing materials, client reports, and investment memorandums that showcase clients' strengths and opportunities.
- Conduct industry research, track public company financials, and analyze market data to inform clients' investment decisions.
- Collaborate with senior bankers to create high-quality presentations, edit written reports, and provide strategic advice to clients.
About the Role:
This is an exciting opportunity for a motivated and organized individual to join our dynamic team as a Financial Services Advisor . The ideal candidate will have a strong understanding of financial markets, excellent analytical skills, and the ability to communicate complex ideas effectively.
Requirements:
A Bachelor's degree in Finance, Accounting, or a related field, with proficiency in Excel, Microsoft Office Suite, and experience in financial modeling. Strong communication and interpersonal skills, with the ability to work collaboratively as part of a team.
Financial Services Advisor
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Key Roles and Responsibilities
We are seeking a highly motivated and skilled Financial Services Advisor to join our dynamic team. The successful candidate will be responsible for supporting senior bankers in delivering financial advisory services, including mergers and acquisitions (M&A), capital raising, and other financial transactions.
The ideal candidate will play a key role in financial modeling, conducting industry research, preparing presentations, and contributing to the overall execution of client transactions.
Main Job Duties
- Develop and maintain comprehensive financial models to assess the financial health of clients and potential investments.
- Conduct thorough company valuations and analyze financial metrics for M&A and capital raising deals.
- Prepare detailed financial analysis reports, including pro forma modeling, scenario analysis, and sensitivity testing.
- Support senior bankers in all aspects of deal execution, including managing project timelines, coordinating teams, and communicating with clients effectively.
Why This Role is Important
This role offers an exciting opportunity to work in a fast-paced and dynamic environment, driving business growth and success through expert financial advisory services.
Financial Services Professional
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We are seeking an experienced accounting professional to join our team as an Associate Accountant. As a key member of our team, you will be responsible for providing high-quality financial services to our clients.
Responsibilities:
- Manage day-to-day bookkeeping and reconcile accounts to ensure accuracy and compliance with regulations.
- Process payroll for directors and employees, ensuring timely and accurate payment.
- Prepare and submit VAT returns, registrations, and other tax-related documents.
- Assist with year-end accounts, corporation tax returns, and other financial reporting requirements.
- Filing personal tax returns for individuals and businesses.
- Provide support with compliance matters, including confirmation statements and company changes.
Requirements:
- Proven experience in UK accounting or tax, preferably with training or practice experience.
- In-depth knowledge of UK compliance regulations, including HMRC, Companies House, VAT, and CT600.
- Familiarity with cloud accounting software, such as Xero, QuickBooks, or FreeAgent.
- Excellent communication skills, with the ability to articulate complex financial concepts clearly.
Benefits:
- A competitive remuneration package.
- The opportunity to work remotely and enjoy flexible hours.
- Career progression through our partner model.
- Ongoing training and exposure to UK accounting standards.
We offer a dynamic and supportive work environment that values your contributions and promotes growth. If you are a motivated and detail-oriented individual with a passion for accounting, we encourage you to apply for this exciting opportunity.
Financial Services Coordinator
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As a Loan Associate, you will play a vital role in supporting the Investment Lending Manager by managing loan documentation, data accuracy, compliance, and communication with lenders.
This is a non-client-facing role focused on backend support for Australian property investment loans.
Key Responsibilities:- Loan Application Support
- Prepare and process loan applications from pre-submission to settlement
- Input and verify data in Infinity, HubSpot, and Apply Online (AOL)
- Assist in collecting and reviewing client documents for compliance
- Document & Data Management
- Maintain organized and compliant digital files in Google Drive and CRM
- Cross-check data across Infinity, AOL, and other platforms for accuracy
- Prepare SOCA, AOL forms, and lender-specific documents
- Lender Coordination
- Submit applications via AOL with broker consent
- Order property valuations, pricing assessments, and credit checks
- Respond to lender MIRs and follow up on pending requirements
- Loan Progress Tracking
- Update stakeholders on loan status and next steps
- Ensure documentation is ready for handover to the Settlement Team
- Work closely with the Senior Loan Associate and Lending Manager
- Team Collaboration
- Collaborate with Lending Managers and internal teams
- Join regular Zoom meetings and process improvement sessions
- Share feedback and solutions to streamline workflows
We are a collaborative community that values integrity, excellence, and innovation. We deliver high-quality outsourcing services through a team driven by professionalism, long-term success, and meaningful careers.
Financial Services Coordinator
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Job Overview:
Accounts Receivable SpecialistWe are seeking an experienced Accounts Receivable Specialist to join our team. The successful candidate will be responsible for processing, verifying and applying payments for a portfolio of accounts.
Main Responsibilities:- Process and verify payments in a timely and accurate manner.
- Communicate with sales partners and customers regarding discrepancies in charges, payments, credits or balances.
- Monitor and maintain payment schedules when notified of changed orders.
- Respond to customer and field requests to obtain payment and payment methods.
- Regular review of unallocated payments, credits and debits.
- Complete account reconciliations.
- Submit and follow up on payment moves, credits and refunds within assigned accounts.
Requirements:
Necessary Skills and Qualifications:- Experience in account management or payment processing, verification and application.
- Prior knowledge of Salesforce CRM, CPQ and Billing preferred.
- Basic skills in Microsoft Office Applications, with a focus on Excel.
- Proven skillset in basic math.
- College experience preferred, with a focus on accounting or business administration. Commensurate work experience considered.
A challenging and rewarding role that offers the opportunity to develop your skills and expertise in a fast-paced environment. We offer a competitive salary and benefits package, as well as opportunities for career advancement.
The ideal candidate will have excellent communication and organizational skills, with the ability to work independently and as part of a team. If you are a motivated and detail-oriented individual who is passionate about providing excellent customer service, we encourage you to apply.
Financial Services Professional
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We are seeking a highly skilled Financial Services Professional to join our team. As an Associate Accountant, you will be responsible for providing expert financial guidance and support to our clients.
Financial Services Specialist
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About the Role:
We are seeking a part-time financial services professional to join our team remotely. As an Associate Accountant, you will gain exposure to UK accounting practices while working with SME clients and directors.
Main Responsibilities:
- Bookkeeping and reconciliation of financial statements
- Precise processing of payroll (directors and employees)
- VAT returns and registrations in compliance with HMRC regulations
- Preparation of year-end accounts and corporation tax (CT600)
- Filing personal tax returns (SA100, CGT, property, overseas)
- Compliance support for company changes and confirmation statements
Requirements:
- A background in UK accounting or taxation (training or practice experience)
- Knowledge of UK compliance regulations (HMRC, Companies House, VAT, CT600, SA100)
- Familiarity with cloud accounting software (Xero, QuickBooks, FreeAgent)
- Strong English communication skills
What We Offer:
- A competitive remuneration package
- Additional earnings available for client work completed
- Fully remote, flexible working hours
- Career progression through our partner model
- Training and exposure to UK accounting standards
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Financial Services Specialist
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doo-group financial services leverage cutting-edge technology to deliver innovative financial solutions. Our diverse portfolio empowers clients worldwide to achieve their goals and secure a brighter future.
As our new Financial Services Specialist, you'll play a key role in creating a smooth and professional experience for our clients from the very start. You'll be responsible for ensuring that every step of the onboarding process - from verifying documents to setting up accounts - runs accurately, efficiently, and in line with compliance standards.
Key Responsibilities
- Review and verify client documentation, manage pending KYC and KYB cases
- Process onboarding-related tickets accurately and within SLA
- Communicate with sales and compliance to resolve missing or unclear information
- Ensure complete and compliant onboarding for both individual and legal entity clients
- Securely store all client documents in the internal CRM system
- Elevate high-risk cases or irregularities to compliance for further review
- Support 2FA resets, profile disabling/enabling, and basic account changes during onboarding
- Monitor client profiles for red flags, conduct world check screenings and re-screenings
- Ensure proper CRM setup and sales assignment, conduct CRM configuration testing to ensure all automations function correctly
Requirements
- Strong understanding of KYC/KYB and AML processes
- Experience onboarding both individual and corporate clients is preferred
- Familiarity with internal tools like CRM FXBO, JIRA, Teams, Outlook, Freshdesk
- Excellent attention to detail and organizational skills
- Good communication and coordination skills across departments
- Ability to manage time-sensitive tasks with efficiency
- Discretion in handling sensitive client information
- Ability to work on shifts and weekends
Financial Services Executive
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We are seeking a skilled and experienced financial professional to manage our clients' accounts.
About the Job:
The successful candidate will perform day-to-day financial tasks, including accounts payable/receivable, bank reconciliations, and payroll processing.
Key Responsibilities:
- Manage client portfolios : Ensure accurate and timely financial reporting for our clients.
- Prepare financial statements : Generate balance sheets, income statements, and cash flow statements.
- Provide expert advice : Offer guidance on financial matters, including tax compliance, financial planning, and budgeting.
- Maintain records : Keep accurate and confidential records of client transactions.
- Stay up to date : Maintain knowledge of accounting standards and regulations, as well as developments in accounting software.
Qualifications:
- Bachelor's degree in accounting or finance.
- At least 2 years' experience in financial management or accounting.
- Strong knowledge of accounting principles and practices, as well as tax compliance regulations.
- Excellent communication and interpersonal skills.
- Strong organizational and problem-solving abilities.
- Ability to work independently and as part of a team.
What We Offer:
- Flexible working options.
- Australian working hours.
- Opportunities for hands-on involvement with clients.
Financial Services Professional
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We are seeking a highly motivated and analytical professional to join our dynamic investment banking team.
- Create financial models (e.g. discounted cash flow models, comparable company analysis, precedent transactions) to assess the financial health of clients and potential investments.
- Conduct company valuations and assess financial metrics for M&A and capital raising deals.
- Prepare detailed financial analysis, including pro forma modeling, scenario analysis, and sensitivity testing.
- Support senior bankers in deal execution, managing timelines, coordinating teams, and communicating with clients.
- Assist in preparing marketing materials, pitch books, presentations, and client reports.
- Coordinate due diligence and external advisors during deal execution.
- Industry research skills to identify trends, competitive landscapes, and opportunities for clients.
- Insights on market conditions, interest rates, equity trends, and industry dynamics.
- Public company financials and market activity tracking.
- Client presentation and pitch material preparation.
- Candidate will gain valuable experience in financial services and investment banking.
- Develop strong analytical and problem-solving skills.
- Opportunity to work with experienced professionals in the field.
The ideal candidate will have excellent communication and teamwork skills, as well as a strong understanding of financial markets and instruments.