SME - CA/CFA
Gratitude IncSME - CA/CFA
Job Description
Key Skills
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Role/Skill: SME - CA/CFA
Location: Kolkata / Thane
Experience: 7-10 Years
Band: BPO 3/4/5
Job code: 416938
Required Skill
CA /CFA, Capital Market Domain Knowledge
Must Have
Advanced capability in deep analytical evaluation of Financial Statements
Strong proficiency in Ratio and Trend Analysis
Capital Market / Stock Market, Equity / Fixed Income, Financial Planning and Analysis Knowledge are must
Good communication and Problems Solving ability
Understanding of lean six sigma/Agile methodology
Good to have
Certifications in capital and stock markets (NISM / CMSA etc.) certification will be added to the advantages.
Responsibilities
1 Interpret financial performance and profitability. Perform ratio, trend, and comparative financial analysis
2 Guide teams on the end-to-end trade lifecycle: order initiation, execution, matching, settlement, confirmation, clearing, and reconciliations.
3 Support change management, training plans, and performance management rituals (daily huddles, root-cause analysis).
4 Partner with product owners to define functional requirements, review BRDs, functional specifications, and system design documents ensuring alignment with capital market workflows.
5 Understand, articulate and implement best practices related to his/her area of expertise.
6 Participate in implementation of process improvement recommendations, Ability to simplify complexity and influence outcomes.
7 Drive effective day‑to‑day problem solving and query management, enabling the team to meet or exceed service level commitments
8 Provide subject‑matter leadership in defining, reviewing, and maintaining SOPs and quality reports, ensuring clarity, consistency, and compliance with established standards.
PAN and DOB are required for profile creation
Role
Account & Financial Services
Timings
Day Shift (Permanent)
Industry
Accounting / Finance
Work Mode
Work from office
Process
Voice
Functional Area
Banking / Financial Services
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