CA Monk - Financial Analyst

Role Overview:

We are looking for a detail-oriented Financial Analyst to join a corporate finance advisory team, supporting financial modelling and analysis for business and investment decisions. This role offers hands-on exposure to financial models, company financials, business performance analysis, and decision-support materials.

The ideal candidate will have a strong foundation in finance, accounting, and Excel-based financial modelling, with the ability to translate financial data into meaningful insights. This opportunity is suited to early-career finance professionals looking to build expertise in corporate finance and analytical assignments.

Key Responsibilities:

1. Financial Modelling & Analysis:

• Build, update, and maintain Excel-based financial models using historical financial data, business assumptions, and financial projections.
• Analyse income statements, balance sheets, cash flow statements, and key financial ratios to assess company performance.
• Assist in developing revenue, cost, profitability, and cash flow projections.
• Perform scenario and sensitivity analysis to understand the impact of changing business assumptions on financial outcomes.
• Validate model inputs, formulas, calculations, and outputs to maintain accuracy and consistency.

2. Corporate Finance & Valuation Support:

• Support financial analysis for corporate finance and advisory assignments.
• Assist in evaluating business performance, financial trends, and growth potential.
• Support valuation analysis using relevant financial data and comparable company information, where required.
• Prepare financial schedules, analytical summaries, and supporting calculations for senior team members.
• Research relevant financial and business information to support transaction-related analysis.

3. Company & Industry Research:

• Collect and analyse company financial information, industry data, and relevant market developments.
• Review annual reports, financial statements, company disclosures, and other reliable financial sources.
• Compare financial performance, growth trends, margins, and operating metrics across companies.
• Organise research findings into structured financial summaries and analytical reports.

4. Reports & Advisory Deliverables:

• Prepare Excel schedules, financial summaries, charts, and PowerPoint presentations.
• Convert complex financial data into clear, well-structured analytical outputs.
• Maintain proper documentation of assumptions, data sources, calculations, and model updates.
• Work with senior finance professionals to incorporate feedback and improve the quality of deliverables.
• Ensure assignments are completed accurately and within agreed timelines.

Required Skills & Qualifications:

• CA Inter, MBA in Finance, or CFA Level I / II.
• 0 - 2 years of experience in financial analysis, financial modelling, corporate finance, or a related field; relevant internship or articleship exposure is an advantage.
• Strong understanding of financial statements, accounting fundamentals, and financial ratios.
• Working knowledge of Excel, including financial formulas, data organisation, and model building.
• Understanding of financial projections, cash flow analysis, and profitability analysis.
• Strong numerical, analytical, and problem-solving abilities.
• Excellent attention to detail and a structured approach to handling financial data.
• Good written communication and presentation skills.

Preferred Skills:

• Exposure to three-statement financial modelling.
• Familiarity with DCF valuation, comparable company analysis, or other valuation methods.
• Experience with company research, industry analysis, or financial data interpretation.
• Ability to manage multiple analytical assignments and work effectively under deadlines.

What This Role Offers:

• Practical exposure to corporate finance and financial modelling assignments.
• Opportunity to strengthen financial analysis and valuation skills.
• Experience preparing professional financial reports and advisory deliverables.
• Learning opportunities through collaboration with experienced finance professionals.