Talent.com
Intern-Financial Analyst

Intern-Financial Analyst

Planify Capital LimitedIndia
11 hours ago
Job description

Duration

3 months (with possibility of conversion to full-time based on performance)

Purpose of the Role

As part of the finance team at Planify Capital, the intern will support financial planning & analysis (FP&A), investment monitoring, reporting, and strategic decision-making. Given the requirement of CFA Level III clearance, we expect a high calibre candidate who can contribute meaningfully from day one.

Key Responsibilities

  • Assist in preparation of monthly & quarterly financial reports, dashboards and presentations for senior management.
  • Build, update and maintain financial models (e.g., forecasting, budgeting, valuations) to support business units and investment decisions.
  • Analyse business performance : variance analysis (actual vs budget / forecast), identify drivers, prepare commentary and actionable insights.
  • Support investment / portfolio monitoring : evaluate key metrics, track performance, prepare investment memos / scorecards.
  • Collaborate with cross-functional teams (operations, sales, risk, HR) to gather inputs and align on financial planning.
  • Help with implementation and enhancement of reporting tools and processes—process improvements, automation in Excel / BI tools.
  • Conduct ad-hoc financial and market research (industry trends, competitor benchmarking, regulatory changes) and present findings.
  • Ensure adherence to internal controls, documentation of assumptions and model logic, support audit / tracking activities.
  • Assist with employer-branding and internal communications by preparing finance-related content for stakeholder updates.

Required Qualifications & Skills

  • Cleared CFA Level III (or equivalent qualification) — mandatory.
  • Master's degree in Finance, Commerce, Economics or equivalent; MBA / PG Diploma in Finance is a plus.
  • Strong proficiency in Microsoft Excel (pivot tables, advanced formulas, modelling) and ideally PowerPoint.
  • Basic knowledge of financial modelling, valuations, budgeting & forecasting.
  • Analytical mindset with ability to interpret complex data, identify trends, make actionable recommendations.
  • Good written & verbal communication skills. Comfortable presenting to senior stakeholders.
  • Self-motivated, detail-oriented, able to manage multiple tasks and deadlines in a fast-paced environment.
  • Prior internship or project experience in finance, FP&A, investments or related domain is an advantage.
  • Familiarity with BI tools (Power BI / Tableau) or SQL is a plus, though not mandatory.

    • Preferred Attributes

  • Demonstrated interest in capital markets, investments, or corporate finance.
  • Proactive attitude : identifies opportunities for process improvements, automation and reporting enhancements.
  • Team player with collaborative approach, yet capable of working independently.
  • Comfortable working in a startup / scale-up environment where roles are dynamic and evolving.

    • Key Performance Indicators (KPIs) for the Internship

  • Accuracy and timeliness of monthly / quarterly financial reports.
  • Quality and utility of financial models delivered (measured via stakeholder feedback).
  • Number of actionable insights identified and implemented.
  • Process improvement initiatives proposed and implemented (e.g., reducing manual effort, automating reports).
  • Contribution to presentations / reports for senior leadership, and positive feedback from those stakeholders.
  • Adherence to deadlines, error rates in analysis, and documentation completeness.

    • Stipend / Compensation

    10,000

    Create a job alert for this search

    Analyst • India