Job Description
Analyze financial data to build models, prepare reports, and support informed business decisions. Evaluate financial statements, budgets, forecasts, and performance metrics to identify trends and insights. Collaborate with internal teams to deliver accurate, data-driven recommendations. Support strategic planning through clear financial analysis and reporting. Maintain high standards of accuracy, compliance, and documentation across all deliverables.
Requirements
The ideal candidate should have:
- 1 years+ of relevant experience in financial modeling, investment banking, private equity, equity research, valuation, or related finance domains.
- Strong understanding of financial statements, accounting principles, and complex financial instruments.
- Completion of a certification course in Financial Modeling & Valuation, Investment Banking, or other relevant professional programs.
- A detail-oriented and creative mindset, with the ability to translate complex financial analysis into clear, structured insights.
- Excellent written and verbal communication skills, with an investor- and client-facing orientation.
- Proficiency in MS Excel, PowerPoint, and MS Word; advanced Excel skills are highly preferred.
- A Bachelor’s degree in any discipline; CFA or CA (qualified or pursuing) will be considered a strong added advantage.
Responsibilities
The Finance Analyst would be a key contributor to TAG’s finance team, supporting accurate reporting and compliance with the following responsibilities:
- Build, maintain, and refine advanced financial models, including 3-statement models, LBO models, M&A models, and valuation models (DCF, comparable companies, precedent transactions).
- Support business valuation engagements through in-depth industry research, competitive benchmarking, market sizing, and financial analysis.
- Develop investor-facing materials for live transactions, including Confidential Information Memorandums (CIMs), teasers, pitch decks, and management presentations.
- Analyze historical and projected financial statements, applying accounting principles, key financial ratios, and capital budgeting techniques to generate actionable financial and operational insights.
- Organize, structure, and maintain financial data, models, and client documentation with a high degree of accuracy and confidentiality.
- Perform detailed quality checks and financial reviews to ensure analytical accuracy, compliance with best practices, and continuous process improvement.
- Collaborate with cross-functional teams to support transaction execution, strategic analysis, and client deliverables.