SME – CA/CFA
Gratitude IncSME – CA/CFA
Job Description
Key Skills
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Job Title: SME – CA/CFA
Location: Kolkata / Thane
Experience: 7–10 Years
Band: BPO 3/4/5
Salary: Up to ₹17 LPA
Job Code: 416938
Job Description
We are looking for a Subject Matter Expert – CA/CFA with strong expertise in capital markets, financial statement analysis, and trade lifecycle processes. The role involves performing advanced financial analysis, guiding teams across capital market workflows, supporting process improvement and change management, and partnering with product owners on functional requirements and documentation. The candidate should have strong problem-solving and communication skills, along with an understanding of Lean Six Sigma/Agile methodologies.
Key Responsibilities
Interpret financial performance and profitability through ratio, trend, and comparative financial analysis.
Guide teams through the end-to-end trade lifecycle, including order initiation, execution, matching, settlement, confirmation, clearing, and reconciliations.
Support change management, training plans, and performance management activities such as daily huddles and root-cause analysis.
Partner with product owners to define functional requirements and review BRDs, functional specifications, and system design documents.
Ensure alignment of processes and documentation with capital market workflows and best practices.
Participate in process improvement initiatives and implement recommendations to simplify complex processes.
Drive day-to-day problem solving and query management to support service-level commitments.
Provide subject-matter leadership in defining, reviewing, and maintaining SOPs and quality reports.
Required Skills
CA / CFA qualification
Capital Market / Stock Market domain knowledge
Advanced Financial Statement Analysis
Ratio, Trend & Comparative Analysis
Equity & Fixed Income knowledge
Financial Planning & Analysis (FP&A)
Strong communication and problem-solving abilities
Understanding of Lean Six Sigma / Agile methodologies
Good to Have
NISM / CMSA or other relevant Capital & Stock Market certifications
Top 5 Skills
CA / CFA
Capital Markets & Stock Market Knowledge
Financial Statement & Ratio Analysis
Equity & Fixed Income
Trade Lifecycle & Reconciliation
Important Eligibility
Ex-TCS employees cannot apply.
PAN and Date of Birth (DOB) are required for profile creation.
Candidates should have 7–10 years of relevant experience.
Work location: Kolkata / Thane.
Role
Financial Analyst
Timings
Rotational Shifts (Permanent)
Industry
BPO
Work Mode
Work from office
Process
Non-Voice
Functional Area
Accounting / Tax / Company Secretary / Audit
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