Analyst / Senior Analyst – P&L Reporting

Location: Hyderabad / Bengaluru / Gurugram

Experience: 1–3 years of relevant experience

Employment Terms: Full-time

Preferred: CA / MBA from a reputed institution; CFA / FRM is a plus

We are looking for an Analyst / Senior Analyst - P&L Reporting to join the Financial Operations team of a leading global investment and technology firm.

This is an opportunity to work at the intersection of finance, investment operations, data analytics, and automation, supporting firm-wide reporting across P&L, expenses, capital, returns, and fees.

You'll collaborate closely with Portfolio Managers, Front Office, Risk, Pricing, Finance Operations, and senior stakeholders, playing a key role in ensuring reporting is accurate, timely, insightful, and decision-ready.

Responsibilities

Own recurring P&L reporting across daily, weekly, monthly, quarterly, and year-end cycles.
Prepare and validate reporting covering P&L, expenses, capital, returns, and fees.
Coordinate with Front Office, Risk, Pricing, and other teams to reconcile and validate financial data.
Act as a domain expert and human-in-the-loop for automated and GenAI-enabled workflows, validating and troubleshooting outputs.
Respond to ad-hoc P&L and capital-related requests from Portfolio Managers and senior stakeholders.
Understand changes across businesses, products, and fund launches and incorporate them into recurring reporting.
Identify opportunities to strengthen controls, streamline workflows, and improve reporting processes.

We're looking for professionals with:

1–3 years of relevant experience in P&L / management reporting, fund accounting, FP&A, or a related finance function.
Strong understanding of finance and financial services, with knowledge of hedge fund operations and revenue models, including fees and expenses.
Strong analytical and problem-solving abilities with excellent attention to detail.
Advanced MS Excel skills.
Comfort working with automation and GenAI tools, with the ability to critically evaluate and validate outputs.
Strong ownership, initiative, adaptability, and the ability to work effectively under tight deadlines.
Excellent written and verbal communication skills, with the ability to interact confidently with senior stakeholders.

Qualifications & Additional Skills

CA / MBA from a reputed institution preferred.
CFA / FRM qualification is an advantage.
Exposure to SQL, Python, BI, or analytics tools is a plus.
Candidates looking to restart their careers after a break are encouraged to apply.

Why This Opportunity

This role offers the opportunity to work within a sophisticated investment and financial operations environment, gaining exposure to complex financial reporting, investment operations, senior stakeholders, and technology-driven process transformation.

If you bring strong financial fundamentals, analytical thinking, attention to detail, and a process-improvement mindset, this could be an excellent next step in your career.

Interested or know someone who could be a strong fit

Apply through the role or connect directly with us for a conversation.

Analyst / Senior Analyst P&L Reporting Financial Operations