Manager – Financial Advisory - Noida - Qualicentric

    Qualicentric
    Qualicentric Noida

    14 hours ago

    Accounting / Finance
    Description

    Location: Noida (Work from Office)

    Service Line: Financial Advisory

    Client Base: US-based SMBs, growth companies, and investor-backed businesses

    About Qualicentric

    Qualicentric is an offshore financial consulting firm providing Controllership and Financial Advisory services to US-based businesses. Our Financial Advisory (FA) practice supports founders, CFOs, and investors with forecasting, financial modeling, performance analysis, and strategic decision-making support.

    Role Overview

    The Manager – Financial Advisory will lead delivery of financial modeling, forecasting, and analytical engagements for multiple clients. The role involves managing client relationships, leading advisory assignments, mentoring teams, and supporting CFO-level decision-making processes.

    This role is suited for professionals who enjoy analytical finance, business understanding, and strategic financial planning, beyond traditional accounting.

    Key Responsibilities

    1. Financial Modeling & Forecasting

    • Lead preparation and review of financial models.
    • Develop operating forecasts, budgets, and projections.
    • Build scenario and sensitivity analyses.
    • Support fundraising and investor financial models.
    • Develop KPI and unit economics models.

    2. Financial Analysis & Decision Support

    • Analyze client financial performance and identify trends and risks.
    • Provide insights supporting strategic decisions.
    • Support profitability, pricing, and cost optimization analysis.
    • Prepare board and investor reporting analysis.

    3. Client Engagement Management

    • Act as primary delivery owner for FA clients.
    • Lead client discussions on forecasts and performance.
    • Translate business requirements into analytical outputs.
    • Maintain strong CFO/founder relationships.

    4. Team Leadership

    • Manage and mentor FA analysts and senior analysts.
    • Review team outputs for accuracy and presentation quality.
    • Guide team on financial thinking and modeling standards.
    • Support hiring and capability building.

    5. Decks & Executive Reporting

    • Prepare management and investor presentation decks.
    • Convert financial data into executive-ready insights.
    • Support fundraising and board presentations.

    6. Process & Capability Development

    • Standardize modeling templates and delivery practices.
    • Improve analytical workflows.
    • Build reusable frameworks for FA assignments.

    Required Qualifications

    • CA / MBA Finance / CFA / equivalent qualification preferred.
    • 6–10 years of experience in FP&A, financial advisory, investment banking support, consulting, or corporate finance.
    • Strong financial modeling and analytical background.
    • Experience working with US clients preferred.

    Technical Skills Required

    • Advanced Excel / financial modeling expertise.
    • Strong understanding of financial statements and business drivers.
    • Experience with forecasting and planning tools preferred.
    • Strong presentation and analytical structuring skills.

    Soft Skills Required

    • Strong analytical thinking.
    • Client-facing communication capability.
    • Ability to simplify complex financial insights.
    • Team leadership and mentoring capability.
    • Ownership mindset.

    Success Metrics

    • Accuracy and usability of forecasts & models.
    • Client satisfaction and retention.
    • Analytical value delivered to client decisions.
    • Team productivity and development.
    • Expansion of FA engagements.
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