What it pays
Government survey numbers — not estimates, not ads.
In India, Professionals earn about ₹38,298 a month on average — around ₹4.6 lakh a year (government PLFS survey via ILOSTAT, occupation-family figure).
Think you get this job?Six quick questions on how it really works — with a hint and the reason behind every answer.
Test yourself →The work, task by task
These are the real jobs-to-be-done, not a wish list. Each task shows where we found it, and the prompt underneath is written for that exact task.
Analysing6
Prepare financial analysis reports
+Prepare the financial analysis report that shows project cash flows, scenario-based NPV and sensitivity to…
Prepare financial analysis reports
+Prepare the financial analysis report that shows project cash flows, scenario-based NPV and sensitivity to carbon price, include income statement and balance assumptions, then circulate to the finance director and head of sustainability before the month-end meeting.
The tools that do the workMicrosoft ExcelMicrosoft PowerPointESCOjob descriptionsWikipedia
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Assess the viability of financial actions or entities
+Assess the acquisition target by running ratio analyses, stress tested forecasted cash flows, check…
Assess the viability of financial actions or entities
+Assess the acquisition target by running ratio analyses, stress tested forecasted cash flows, check contingent liabilities and regulatory risks, write a viability recommendation with go/no-go rationale and send it to the investment committee for their decision next Wednesday.
The tools that do the workMicrosoft ExcelESCOO*NETWikipedia
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Gather and analyze financial information
+Gather last three years of audited financial statements, raw transaction ledgers and capex schedules for the…
Gather and analyze financial information
+Gather last three years of audited financial statements, raw transaction ledgers and capex schedules for the three business units, reconcile with the general ledger, calculate key ratios and a one-page comment on material trends by Wednesday for the CFO and head of sustainability.
The tools that do the workMicrosoft ExcelGoogle Docsjob descriptionsO*NET
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Analyze investment projects
+Assess the proposed solar rollout and warehouse retrofit projects by compiling capital costs, projected…
Analyze investment projects
+Assess the proposed solar rollout and warehouse retrofit projects by compiling capital costs, projected savings, carbon reductions and payback periods, run NPV and sensitivity scenarios, then recommend go/no-go with risks for the investment committee meeting next Tuesday.
The tools that do the workMicrosoft Exceljob descriptionsWikipedia
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Develop financial models and forecasts
+Build a three-way forecast covering income, balance sheet and cash flow for the next five years using current…
Develop financial models and forecasts
+Build a three-way forecast covering income, balance sheet and cash flow for the next five years using current budgets, expected emissions pricing and efficiency savings, stress-test under a high-cost carbon scenario and deliver an executive slide deck for Friday.
The tools that do the workMicrosoft ExcelMicrosoft PowerPointjob descriptionsWikipedia
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Develop and operate financial analysis tools
+Design and deploy a reusable financial analysis tool that imports monthly spend and energy data, automates…
Develop and operate financial analysis tools
+Design and deploy a reusable financial analysis tool that imports monthly spend and energy data, automates KPI calculations, flags exceptions and creates a dashboard update for operations each month starting next reporting cycle.
The tools that do the workMicrosoft Power BIAlteryxjob descriptionsO*NET
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The daily work20
Advise clients or organizations on financial decisions
+Advise the executive team on whether to allocate $8 million to the renewable energy fund this quarter by…
Advise clients or organizations on financial decisions
+Advise the executive team on whether to allocate $8 million to the renewable energy fund this quarter by preparing a concise recommendation that compares projected returns, ESG risk scores, cashflow impact, and alignment with the growth plan — deliver by Wednesday morning.
The tools that do the workMicrosoft ExcelMicrosoft PowerPointO*NETWikipedia
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Collaborate with portfolio managers and analysts
+Bring portfolio managers and the credit analyst together to review the sustainability-screened holdings,…
Collaborate with portfolio managers and analysts
+Bring portfolio managers and the credit analyst together to review the sustainability-screened holdings, produce a one-page reconciliation of exposures, conflicting ratings, and suggested reweights, and circulate that reconciliation to the team before Friday's allocation meeting.
The tools that do the workMicrosoft ExcelMicrosoft Outlookjob descriptionsO*NET
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Monitor financial markets and asset performance
+Monitor this fund's weekly performance versus benchmark, flag any 3% drawdown or sector divergence, and…
Monitor financial markets and asset performance
+Monitor this fund's weekly performance versus benchmark, flag any 3% drawdown or sector divergence, and produce a short alert with chart and recommended action to send to the head of investments within two hours of detection.
The tools that do the workMicrosoft Power BIMicrosoft Exceljob descriptionsWikipedia
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Purchase investments for companies in accordance with company policy.
+Execute the approved purchase of $2.5 million in green corporate bonds within policy limits, confirm the…
Purchase investments for companies in accordance with company policy.
+Execute the approved purchase of $2.5 million in green corporate bonds within policy limits, confirm the trade fills, update the portfolio exposure sheet, and notify compliance and the head trader by close of business today.
The tools that do the workMicrosoft ExcelO*NET
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Confer with clients to restructure debt, refinance debt, or raise new debt.
+Meet the CFO and the client on Thursday to propose a debt refinancing structure, draft a comparative schedule…
Confer with clients to restructure debt, refinance debt, or raise new debt.
+Meet the CFO and the client on Thursday to propose a debt refinancing structure, draft a comparative schedule showing coupon, amortisation, covenants and projected interest savings, and leave them a one-page recommendation to decide next steps.
The tools that do the workMicrosoft ExcelMicrosoft PowerPointO*NET
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Create client presentations of plan details.
+Create a 12-slide client presentation for Friday that explains the financial plan, projected returns, ESG…
Create client presentations of plan details.
+Create a 12-slide client presentation for Friday that explains the financial plan, projected returns, ESG impact metrics, risk sensitivities, and the implementation timeline, then send the draft to Sarah in sales for review by Thursday noon.
The tools that do the workMicrosoft PowerPointMicrosoft ExcelO*NET
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Handle all the matters in reference to the finance and investments of a company
+Prepare a consolidated finance and investment briefing that reconciles cash flow, capex plans, portfolio…
Handle all the matters in reference to the finance and investments of a company
+Prepare a consolidated finance and investment briefing that reconciles cash flow, capex plans, portfolio exposures and forecast returns for the board meeting on Tuesday, include assumptions, risk sensitivities and three actionable recommendations to support growth.
The tools that do the workMicrosoft ExcelGoogle DocsESCO
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Maintain transparent financial operations for taxation and auditing bodies
+Compile an audit-ready set of transparent financial records for the tax filing review: trial balance,…
Maintain transparent financial operations for taxation and auditing bodies
+Compile an audit-ready set of transparent financial records for the tax filing review: trial balance, reconciled ledgers, tax adjustments and supporting invoices, annotate any significant variances and deliver to the tax and audit teams by Friday.
The tools that do the workIntuit QuickBooksMicrosoft ExcelESCO
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Perform securities valuation or pricing.
+Value the listed corporate bonds and equity stakes using the latest financials and market feeds, produce a…
Perform securities valuation or pricing.
+Value the listed corporate bonds and equity stakes using the latest financials and market feeds, produce a mark-to-market schedule with assumptions and sensitivities, and flag any instruments lacking recent price sources by Wednesday close.
The tools that do the workMicrosoft ExcelO*NET
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Develop and maintain client relationships.
+Reach out to the sustainability officer at GreenCap and the procurement lead at NorthCo to schedule…
Develop and maintain client relationships.
+Reach out to the sustainability officer at GreenCap and the procurement lead at NorthCo to schedule quarter‑end review meetings, send updated engagement notes, and propose a one‑page roadmap to deepen reporting and capital allocation by next Tuesday.
The tools that do the workMicrosoft OutlookGoogle DocsO*NET
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Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
+Create clear visuals from the ESG dataset showing greenhouse gas trends, sector peer comparisons, and score…
Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
+Create clear visuals from the ESG dataset showing greenhouse gas trends, sector peer comparisons, and score breakdowns, export three high‑resolution charts for the technical report, and include brief captions explaining methodology.
The tools that do the workMicrosoft ExcelMicrosoft PowerPointO*NET
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Prepare all materials for transactions or execution of deals.
+Assemble the transaction book for the proposed green bond: confidential information memorandum, financial…
Prepare all materials for transactions or execution of deals.
+Assemble the transaction book for the proposed green bond: confidential information memorandum, financial models, due diligence checklist, and closing timeline, verify all attachments are signed and circulate to the deal team by Friday noon.
The tools that do the workMicrosoft OfficeMicrosoft OutlookO*NET
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Supervise, train, or mentor junior team members.
+Run a two‑scenario portfolio analysis for the impact fund, stress test holdings under a 2C transition and a…
Supervise, train, or mentor junior team members.
+Run a two‑scenario portfolio analysis for the impact fund, stress test holdings under a 2C transition and a high‑carbon shock, rank top ten reallocations by expected return and carbon reduction, and deliver recommendations with trade priorities by Monday.
The tools that do the workMicrosoft Power BIO*NET
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Make investment recommendations
+Prepare investment recommendations for the quarterly committee: summarize thesis for three ESG‑aligned…
Make investment recommendations
+Prepare investment recommendations for the quarterly committee: summarize thesis for three ESG‑aligned opportunities, provide expected returns, key risks, and allocation sizes, and include a one‑page execution checklist for approval on Thursday.
The tools that do the workMicrosoft ExcelGoogle Docsjob descriptions
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Follow-up on financing records with backers
+Follow up with BlackRock, BlueForest Capital and our three bridge lenders for missing financing records from…
Follow-up on financing records with backers
+Follow up with BlackRock, BlueForest Capital and our three bridge lenders for missing financing records from Q1—list the outstanding documents, the exact missing fields, and ask for delivery by Wednesday so we can close the regulatory reporting gap.
The tools that do the workMicrosoft Outlookjob descriptions
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Present findings to stakeholders
+Present the ESG financing findings to the board and sustainability steering group next Tuesday: open with the…
Present findings to stakeholders
+Present the ESG financing findings to the board and sustainability steering group next Tuesday: open with the funding shortfalls, show impact on our cashflow forecasts, recommend two remedial scenarios and leave ten minutes for Q&A.
The tools that do the workMicrosoft PowerPointMicrosoft Exceljob descriptions
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Meet with company management and key players
+Meet with CEO Maria, CFO Alex and the head of investor relations on Thursday to reconcile our lender…
Meet with company management and key players
+Meet with CEO Maria, CFO Alex and the head of investor relations on Thursday to reconcile our lender covenants, agree who negotiates waivers, and capture action owners and deadlines to prevent a covenant breach.
The tools that do the workMicrosoft OutlookGoogle Docsjob descriptions
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Evaluate the stability of financial investments
+Evaluate the stability of our green bond investments by stress-testing the three largest issuers against a…
Evaluate the stability of financial investments
+Evaluate the stability of our green bond investments by stress-testing the three largest issuers against a two-year revenue shock, list downgrade triggers and recommend reallocation thresholds if exposure exceeds 12% of portfolio.
The tools that do the workMicrosoft ExcelWikipedia
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Research market trends and economic data
+Research recent market trends and macroeconomic indicators relevant to our sustainable projects: pull yield…
Research market trends and economic data
+Research recent market trends and macroeconomic indicators relevant to our sustainable projects: pull yield curve moves, carbon price direction and three comparable transaction comps, summarise implications for our financing plan by Friday.
The tools that do the workMicrosoft Power BIWikipedia
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Compare financial products and services
+Compare the three shortlisted green loan facilities head-to-head on pricing, covenants, green use-of-proceeds…
Compare financial products and services
+Compare the three shortlisted green loan facilities head-to-head on pricing, covenants, green use-of-proceeds criteria and reporting burden, score them and recommend which one to pursue with procurement next week.
The tools that do the workMicrosoft ExcelWikipedia
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Built on public evidence: O*NET®, ESCO, Wikipedia, U.S. Bureau of Labor Statistics, ILOSTAT. All sources & licenses