SME – CA/CFA

Gratitude Inc

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2 months ago

SME – CA/CFA

7-10 Year(s)

Kolkata, Thane

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Job Description

Key Skills

Analytical Leadership Stakeholder Management Process Improvement Financial Planning Excellent Communication Mentoring Problem-Solving Skills

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Hiring: SME – CA/CFA

Role/Skill: SME – CA/CFA
Location: Kolkata / Thane
Experience: 7–10 Years
Band: BPO 3 / BPO 4 / BPO 5
Salary: Up to ₹17 LPA

Eligibility

CA or CFA qualification (Mandatory)
7–10 years of relevant experience
Strong Capital Market domain knowledge
Advanced expertise in Financial Statement Analysis, Ratio Analysis, and Trend Analysis
Good understanding of Equity, Fixed Income, Financial Planning & Analysis, and Stock Markets
Excellent communication, analytical, and problem-solving skills
Understanding of Lean Six Sigma and Agile methodologies

Preferred Qualifications

Certifications in Capital or Stock Markets (NISM, CMSA, or equivalent) will be an added advantage.

Key Responsibilities

Interpret financial performance and profitability through ratio, trend, and comparative financial analysis.
Guide teams on the complete trade lifecycle, including order initiation, execution, settlement, clearing, confirmations, and reconciliations.
Support change management initiatives, training programs, and performance management activities.
Collaborate with product owners to define functional requirements and review business requirement documents (BRDs), functional specifications, and system design documents.
Implement and promote best practices within the Capital Markets domain.
Drive process improvement initiatives and simplify complex business processes.
Resolve day-to-day operational issues and ensure service level commitments are consistently achieved.
Develop, review, and maintain SOPs and quality reports to ensure compliance and operational excellence.

Required Skills

Advanced Financial Statement Analysis
Ratio and Trend Analysis
Capital Markets and Stock Market expertise
Equity and Fixed Income knowledge
Financial Planning & Analysis (FP&A)
Strong analytical and problem-solving abilities
Excellent communication and stakeholder management
Process improvement and quality management
Leadership and mentoring capabilities

Important Notes

Ex-TCS employees are not eligible to apply.
PAN and Date of Birth (DOB) are mandatory for profile creation.

Interested candidates, please fill out the questionnaire using the link below:

Questionnaire Link: https://myglit.com/lateral/cref/1db3e3ec91

Note: Filling out this questionnaire is mandatory. Candidate profiles will be considered for further processing only after the form has been submitted.

Role

Chartered Accountant

Timings

Day Shift (Permanent)

Industry

BPO

Work Mode

Work from office

Process

Voice

Functional Area

Accounting / Tax / Company Secretary / Audit

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