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, +91-8980006436