Key roles & responsibilities:
Associate/ Senior Associate (Resource Transformation - iPower)
Analytically strong and technically proficient Chartered Accountant with deep expertise in advanced financial modeling, data automation (including VBA, Macros), and executive-grade PowerPoint storytelling.
This professional will play a critical role in driving financial analysis, due diligence, and strategic consulting by transforming complex financial data into actionable business insights and compelling executive presentations.
The ideal candidate combines operational precision, an automation-driven approach, and storytelling excellence to empower leadership decision-making and deliver high-impact consulting outcomes.
Job Description -
Mandatory Skill Sets:
Financial Modeling, Analysis & Reporting
- Lead the design, development, and automation of financial models and reports on a daily, weekly, and monthly basis supporting advisory and consulting engagements.
- Perform detailed financial analysis including cash flow forecasting, variance analysis, profitability assessment, and scenario planning to deliver actionable insights to clients and internal leadership.
- Own end-to-end accuracy and validation of financial data from various internal and external sources; ensure seamless integration into models and reporting tools (e.g., Excel, Power BI, ERP systems).
- Partner with client teams, engagement managers, and business units to anticipate financial risks and opportunities, designing robust financial frameworks and capacity planning models.
- Introduce metrics and analytical frameworks linking financial modeling outputs to key business KPIs (e.g., margin improvement, cost optimization, revenue growth).
Advanced Excel & Automation
- Build sophisticated Excel-based financial models incorporating VBA macros, Power Query, and Power Pivot to automate complex calculations, reporting, and consolidations, significantly reducing manual effort and errors.
- Develop scenario analysis, simulations, and sensitivity models to support due diligence and strategic decision-making.
- Integrate Excel models with other tools (Outlook, PowerPoint, Power BI, ERP systems) enabling real-time data refresh and dynamic reporting.
- Conduct regular audits and robustness testing of automated solutions ensuring scalability, accuracy, and compliance with PwC data standards.
Presentation & Storytelling for Consulting
- Prepare high-impact executive presentations and client-ready decks that translate complex financial data and analyses into clear, strategic insights.
- Craft persuasive narratives summarizing due diligence findings, financial health evaluations, risk assessments, and business recommendations.
- Develop templates and automated charts linked to live Excel data, ensuring consistency with PwC branding and visual best practices.
- Mentor junior consultants in effective financial storytelling, presentation best practices, and client communication.
Data Visualization & Insight Generation
- Utilize data visualization tools such as Power BI or Tableau to create interactive dashboards reflecting financial performance, risk metrics, and client benchmarking.
- Design intuitive visuals that facilitate decision-making for client leadership and internal stakeholders.
- Drive adoption of automation pipelines and self-service dashboards to democratize financial insights across teams.
- Continuously enhance financial analytics capabilities and methodologies within the consulting function through innovation and best practice sharing.
Qualifications & Experience
- Chartered Accountant (CA) with 25 years of relevant experience in financial modeling, analysis, audits, and due diligence preferably within consulting, advisory, or corporate finance environments.
- Strong expertise in Advanced Excel including VBA, Macros, Power Query, Power Pivot with the ability to build and automate complex, leadership-grade financial models.
- Proven ability to create high-quality PowerPoint presentations aimed at senior clients and executives.
- Hands-on experience with financial visualization tools such as Power BI or Tableau is preferred.
- Experience of working with clients in Power/ Infrastructure sectors would be an added advantage
Preferred Skill sets
- Core Competencies:
- Analytical Excellence: Strong capability to structure, interpret, and communicate complex financial data clearly with business context.
- Automation Focus: Passion for streamlining and automating repetitive financial processes and reporting workflows.
- Consulting Storytelling: Ability to translate financial analysis into impactful, executive-level narratives that influence decision-making.
- Attention to Detail: Meticulous focus on accuracy, completeness, and timeliness in financial deliverables.
- Business Acumen: Deep understanding of financial drivers, industry dynamics, and consulting engagement impacts on client performance.
Level: Associate/ Senior Associate
Location: Gurgaon
Experience: 2-7 years
Qualification: Qualified Chartered Accountant only
Note:
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Chartered Accountant- financial modeling, data automation (including VBA, Macros)- Associate/SA- Gurgaon
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