Senior Associate - Finance

Mumbai April 9, 2026 Full Time

Role Description:

We are seeking a detail-oriented and analytical finance professional to join our team, specializing in Management Reporting, Analysis and financial modelling. The ideal candidate will play a critical role in financial data analysis, reporting, and supporting decision-making processes. Proficiency in advanced Excel, data visualization, and presentation skills is essential for success in this role.


Job Duties and Responsibilities:


Finance Transformation & Process Optimization

  • Lead and project manage end-to-end delivery of key finance transformation initiatives across the group.
  • Redesign and implement improvements to core finance processes to enhance automation, control, and scalability.
  • Oversee and drive process improvements through template creations and training across:
    • Month-end close
    • Purchase ledger
    • Order-to-cash
    • Expense management
    • Approval workflows
  • Develop and maintain finance templates, forms, and SOPs.
  • Design, structure and help create the investor data room to support audits, fundraising, and due diligence.
  • Contribute to project-based financial initiatives with a focus on automation and operational efficiency.
  • Standardize and roll out balance sheet reconciliation templates across the group.

MIS Reporting & Analysis

  • Design and roll out maintenance of monthly MIS dashboards to monitor financial performance, KPIs, and business metrics.
  • Create the capabilities to analyze and present financial data, including P&L, budgets, forecasts, and variance reports.
  • Project manage and roll out the timeliness of all management reports, dashboards, and presentations.

Financial Modeling & Data Management

  • Build and manage integrated financial models for budgeting, forecasting, scenario analysis and variance analysis.
  • Collect, organize, and validate financial and operational data from multiple systems.
  • Ensure data integrity and resolve discrepancies effectively.

Presentation & Visualization

  • Prepare clear and compelling templates for presentations using PowerPoint for internal and external stakeholders.
  • Visualize complex data for decision-making using charts, graphs, and dashboards.

Collaboration & Stakeholder Management

  • Work closely with finance, operations, and cross-functional teams to enhance data flow and reporting.
  • Support audit processes, reconciliations, and other ad-hoc finance projects.
  • Upskill and train team members to embed best practices and tools.

Continuous Improvement

  • Identify opportunities for streamlining reporting processes and automating manual tasks.
  • Stay updated with financial reporting trends, tools, and best practices.

Desired Professional Traits:

  • Proactive and self-motivated with a strong sense of ownership.
  • Natural problem-solver who can identify process gaps and drive implementation.
  • Collaborative mindset with the ability to work cross-functionally.
  • Clear communicator who can translate complex data into actionable insights.
  • Adaptable, curious, and eager to adopt new tools and best practices.

Required Skills and Experience:

  • Masters degree in Finance, Business Analytics, or a related field.
  • Additional certification or coursework in Sustainability is a strong plus.
  • Proven experience in financial reporting, MIS, and transformation in a scaling or tech environment of minimum 3 years.
  • Advanced proficiency in Microsoft Excel (including pivot tables, formulas, charts, and scenario tools).
  • Strong PowerPoint skills for presentation development.
  • Familiarity with data visualization tools like Tableau, Power BI, or Google Data Studio is advantageous.
  • Familiarity with accounting softwares like Tally, Bexio, Zoho Books, Xero.
  • Excellent analytical, problem-solving, and data interpretation skills.
  • Strong attention to detail and the ability to manage multiple priorities.
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