Chartered Accountant - Financial Planning & Analysis - Stock Broking Firm

Designation: Chartered Accountant (Finance & FP&A)

Qualification: 4+ Years

Location: Preet Vihar, Delhi

Job Summary:

We are looking for a qualified Chartered Accountant with experience in the Stock Broking/Securities industry to lead financial planning, budgeting, MIS reporting, treasury management, and business finance activities. The ideal candidate should possess strong analytical skills, financial modeling expertise, and a thorough understanding of the financial services and capital markets ecosystem.

Key Responsibilities:

- Prepare annual budgets, quarterly forecasts, and long-range financial plans.

- Analyze business performance, profitability, revenue trends, and operational costs.

- Develop and present MIS reports, dashboards, and financial insights to management.

- Conduct variance analysis between actuals, budgets, and forecasts with actionable recommendations.

- Monitor cash flow, liquidity planning, and treasury operations.

- Drive cost optimization initiatives and improve financial efficiency.

- Coordinate with business teams to support strategic planning and decision-making.

- Ensure timely preparation of financial reports and management presentations.

- Assist in monthly, quarterly, and annual financial closing activities.

- Support statutory audits, internal audits, and regulatory reporting requirements.

- Ensure compliance with accounting standards, SEBI regulations, and other statutory requirements applicable to stock broking companies.

- Participate in automation and process improvement initiatives within the finance function.

Required Skills:

- Financial Planning & Analysis (FP&A)

- Budgeting & Forecasting

- MIS & Management Reporting

- Financial Modeling

- Business Finance

- Treasury & Cash Flow Management

- Cost Analysis & Profitability Analysis

- Advanced Excel

- Strong analytical and presentation skills

- Excellent communication and stakeholder management

Preferred Candidate Profile:

- Qualified Chartered Accountant (CA) is mandatory.

- 5-8 years of post-qualification experience.

- Prior experience in a Stock Broking, Securities, Capital Markets, Wealth Management, or Financial Services organization is mandatory.

- Strong understanding of broking business operations, revenue streams, and regulatory environment.

- Experience working with senior leadership and business stakeholders.

- Proactive, detail-oriented, and capable of handling multiple priorities in a fast-paced environment.

Contact: Shilpa Bijamwar, [phone removed]