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
Analyze investment projects
+Run a viability analysis on the three proposed investments, compare projected cash flows, IRR and payback…
Analyze investment projects
+Run a viability analysis on the three proposed investments, compare projected cash flows, IRR and payback periods under base, upside and downside scenarios, flag any that fail a 10% hurdle and summarise risks for Monday's investment committee.
The tools that do the workMicrosoft Exceljob descriptionsWikipedia
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Develop financial models and forecasts
+Build a three-year financial forecast for the new product line from FY27 assumptions, include revenue by…
Develop financial models and forecasts
+Build a three-year financial forecast for the new product line from FY27 assumptions, include revenue by channel, COGS, operating expenses, monthly cash flow and a sensitivity table for price and volume changes to present on Friday.
The tools that do the workMicrosoft ExcelMicrosoft PowerPointjob descriptionsWikipedia
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Develop and operate financial analysis tools
+Design and deploy a set of reusable financial analysis templates: a discounted cash flow engine, standardized…
Develop and operate financial analysis tools
+Design and deploy a set of reusable financial analysis templates: a discounted cash flow engine, standardized variance report and KPI dashboard that update from the monthly close and are documented for the FP&A team by next quarter.
The tools that do the workMicrosoft ExcelMicrosoft Power BIjob descriptionsO*NET
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Prepare financial analysis reports
+Prepare a clear financial analysis report on last quarter's operating performance: reconcile actuals to…
Prepare financial analysis reports
+Prepare a clear financial analysis report on last quarter's operating performance: reconcile actuals to budget, explain major variances, quantify one-off items and present three action recommendations for the COO and head of operations by Monday morning.
The tools that do the workMicrosoft PowerPointMicrosoft ExcelESCOjob descriptionsWikipedia
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Assess the viability of financial actions or entities
+Assess the proposal to lease versus buy new production equipment: model total cost of ownership over seven…
Assess the viability of financial actions or entities
+Assess the proposal to lease versus buy new production equipment: model total cost of ownership over seven years, include tax and depreciation effects, run a sensitivity to utilization, and send the recommendation with the model to Helen in procurement and James in tax by Thursday.
The tools that do the workMicrosoft ExcelESCOO*NETWikipedia
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Gather and analyze financial information
+Gather the last 24 months of revenue, COGS and operating expenses, clean and normalise the series, compute…
Gather and analyze financial information
+Gather the last 24 months of revenue, COGS and operating expenses, clean and normalise the series, compute rolling margins and KPIs, and produce a one-page dashboard with explanations for the business unit lead by Friday afternoon.
The tools that do the workMicrosoft Power BIMicrosoft Exceljob descriptionsO*NET
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The daily work20
Handle all the matters in reference to the finance and investments of a company
+Prepare a consolidated finance and investment brief covering cashflow, working capital, capex, and our…
Handle all the matters in reference to the finance and investments of a company
+Prepare a consolidated finance and investment brief covering cashflow, working capital, capex, and our portfolio positions for the board meeting next Wednesday, flagging risks, proposed reallocations, and a three-year forecast tied to the growth plan.
The tools that do the workMicrosoft ExcelMicrosoft PowerPointESCO
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Maintain transparent financial operations for taxation and auditing bodies
+Assemble a complete audit packet for the tax authority and external auditor by Friday containing trial…
Maintain transparent financial operations for taxation and auditing bodies
+Assemble a complete audit packet for the tax authority and external auditor by Friday containing trial balance, reconciled ledgers, tax computations, and supporting vouchers, annotate any adjustments and unresolved queries for the audit lead.
The tools that do the workIntuit QuickBooksMicrosoft ExcelESCO
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Perform securities valuation or pricing.
+Value the preferred and common shares for the $120 million deal by updating the discounted cash flow model,…
Perform securities valuation or pricing.
+Value the preferred and common shares for the $120 million deal by updating the discounted cash flow model, check quoted market prices and recent trades, reconcile with the cap table, and produce a one‑page fair value conclusion by Friday close.
The tools that do the workMicrosoft ExcelO*NET
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Develop and maintain client relationships.
+Prepare a one‑page relationship brief for Acme Holdings covering recent trades, exposure, open proposals, and…
Develop and maintain client relationships.
+Prepare a one‑page relationship brief for Acme Holdings covering recent trades, exposure, open proposals, and next meeting objectives, send it to Rachel in coverage and copy the lead partner before our Monday review.
The tools that do the workMicrosoft OutlookMicrosoft ExcelO*NET
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Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
+Update the quarterly technical appendix with three new line charts showing revenue, EBITDA margin, and…
Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
+Update the quarterly technical appendix with three new line charts showing revenue, EBITDA margin, and rolling ROIC from the model, format axes for the board deck, and export the images sized for slide insertion by tomorrow noon.
The tools that do the workMicrosoft ExcelO*NET
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Prepare all materials for transactions or execution of deals.
+Compile the deal book for the Merger with all diligence schedules, the executed term sheet, financial model,…
Prepare all materials for transactions or execution of deals.
+Compile the deal book for the Merger with all diligence schedules, the executed term sheet, financial model, valuation memos, and signed board approvals, confirm completeness with Legal, and circulate to execution team by 4pm Thursday.
The tools that do the workMicrosoft OfficeMicrosoft OutlookO*NET
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Supervise, train, or mentor junior team members.
+Schedule and run a two‑hour training next Wednesday to walk juniors through our three‑statement model,…
Supervise, train, or mentor junior team members.
+Schedule and run a two‑hour training next Wednesday to walk juniors through our three‑statement model, standard review checklist, and common errors, attach the practice model and a one‑page cheat sheet, and collect feedback after session.
The tools that do the workMicrosoft ExcelMicrosoft OutlookO*NET
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Make investment recommendations
+Produce a succinct investment recommendation memo on the renewable portfolio: summarise thesis,…
Make investment recommendations
+Produce a succinct investment recommendation memo on the renewable portfolio: summarise thesis, upside/downside scenarios, required capital, and a recommended position size, run sensitivity on discount rate and exit multiple, deliver to portfolio committee Tuesday morning.
The tools that do the workMicrosoft ExcelMicrosoft Officejob descriptions
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Follow-up on financing records with backers
+Chase the three backers who missed last quarter's funding confirmations, attach the ledger extract and…
Follow-up on financing records with backers
+Chase the three backers who missed last quarter's funding confirmations, attach the ledger extract and reconciled cashflow sheet, ask for signed confirmation or short notes on any discrepancies by next Wednesday so I can update the cap table.
The tools that do the workMicrosoft OutlookMicrosoft Exceljob descriptions
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Present findings to stakeholders
+Present the quarterly variance analysis and forecast revisions to the board and finance committee on…
Present findings to stakeholders
+Present the quarterly variance analysis and forecast revisions to the board and finance committee on Thursday, include the scenario slides, an executive summary and three recommended decisions, and circulate the slide pack plus a one-page action list two days before the meeting.
The tools that do the workMicrosoft PowerPointMicrosoft Outlookjob descriptions
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Meet with company management and key players
+Set up a one-hour review with the CEO, CFO and head of sales next Tuesday to walk the latest cash runway, key…
Meet with company management and key players
+Set up a one-hour review with the CEO, CFO and head of sales next Tuesday to walk the latest cash runway, key customer churn drivers and required cost actions, send the pre-read model and a 10-minute summary so they arrive ready to decide.
The tools that do the workMicrosoft OutlookMicrosoft Exceljob descriptions
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Evaluate the stability of financial investments
+Run a stability check on our top five investments: load the latest statements, stress test cashflows to a 20%…
Evaluate the stability of financial investments
+Run a stability check on our top five investments: load the latest statements, stress test cashflows to a 20% revenue drop, flag any liquidity or covenant risks and deliver a red/amber/green memo with remediation options by Friday.
The tools that do the workMicrosoft ExcelWikipedia
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Research market trends and economic data
+Survey the last eight quarters of sector data and central bank releases, summarise three emerging trends that…
Research market trends and economic data
+Survey the last eight quarters of sector data and central bank releases, summarise three emerging trends that affect revenue growth and input costs, and produce a two-page market brief with datapoints and recommended model adjustments by next Monday.
The tools that do the workMicrosoft Power BIMicrosoft ExcelWikipedia
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Compare financial products and services
+Compare our treasury product options from the four banks: list fees, interest, liquidity terms and…
Compare financial products and services
+Compare our treasury product options from the four banks: list fees, interest, liquidity terms and counterparty ratings, score each on cost, flexibility and risk, and recommend the preferred provider with backup by end of week.
The tools that do the workMicrosoft ExcelWikipedia
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Advise clients or organizations on financial decisions
+Review Acme Co's trailing twelve-month statements, build a three-year cashflow projection tied to the latest…
Advise clients or organizations on financial decisions
+Review Acme Co's trailing twelve-month statements, build a three-year cashflow projection tied to the latest revenue plan, highlight shortfalls and recommended financing options, and send the memo to CFO Laura by Wednesday for board packet inclusion.
The tools that do the workMicrosoft ExcelO*NETWikipedia
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Collaborate with portfolio managers and analysts
+Prepare a one-page live dashboard comparing our fund exposures with portfolio manager Tom's target…
Collaborate with portfolio managers and analysts
+Prepare a one-page live dashboard comparing our fund exposures with portfolio manager Tom's target allocations, call out overweight sectors and recommended rebalances, then circulate to Tom and analyst Priya before the weekly strategy meeting Friday.
The tools that do the workMicrosoft Power BIjob descriptionsO*NET
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Monitor financial markets and asset performance
+Track the performance of our three core equity positions against benchmark and volatility over the past 30,…
Monitor financial markets and asset performance
+Track the performance of our three core equity positions against benchmark and volatility over the past 30, 90, 365 days, flag any breaches of stop-loss or mandate limits, and email the surveillance note to Head of Trading Marcus by end of day.
The tools that do the workMicrosoft Exceljob descriptionsWikipedia
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Purchase investments for companies in accordance with company policy.
+Execute the approved purchase of $2.5m in investment-grade bonds within policy limits, confirm best execution…
Purchase investments for companies in accordance with company policy.
+Execute the approved purchase of $2.5m in investment-grade bonds within policy limits, confirm best execution with trading desk, update the position ledger and notify Treasurer Elena with trade details and compliance screenshots.
The tools that do the workMicrosoft ExcelO*NET
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Confer with clients to restructure debt, refinance debt, or raise new debt.
+Run refinancing scenarios on the client's current debt schedule showing cost, covenant impact and cashflow…
Confer with clients to restructure debt, refinance debt, or raise new debt.
+Run refinancing scenarios on the client's current debt schedule showing cost, covenant impact and cashflow for five-, seven- and ten-year options, recommend the preferred structure, and send the advising note to client contact Rajiv and our credit counsel by Tuesday.
The tools that do the workMicrosoft ExcelO*NET
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Create client presentations of plan details.
+Draft a concise client presentation that explains the financial plan, three-year projections, key risks and…
Create client presentations of plan details.
+Draft a concise client presentation that explains the financial plan, three-year projections, key risks and recommended steps, include simple charts and an executive summary, and upload the deck for review by Senior Advisor Kim on Thursday morning.
The tools that do the workMicrosoft PowerPointMicrosoft ExcelO*NET
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Built on public evidence: O*NET®, ESCO, Wikipedia, U.S. Bureau of Labor Statistics, ILOSTAT. All sources & licenses
Built on public evidence: O*NET®, ESCO, Wikipedia, U.S. Bureau of Labor Statistics, ILOSTAT. All sources & licenses