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
+Produce the monthly financial analysis report for July: consolidate actuals and budget, highlight three…
Prepare financial analysis reports
+Produce the monthly financial analysis report for July: consolidate actuals and budget, highlight three material variances with causes and proposed corrective actions, include a one-page executive summary for CFO review by Thursday close of business.
The tools that do the workMicrosoft ExcelMicrosoft PowerPointESCOjob descriptionsWikipedia
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Assess the viability of financial actions or entities
+Assess whether launching the new southern region sales entity is financially viable: model five-year cash…
Assess the viability of financial actions or entities
+Assess whether launching the new southern region sales entity is financially viable: model five-year cash flows, test scenario NPV and payback under conservative, base and upside assumptions, and recommend Go or Hold with rationale to deliver to Head of Strategy by next Monday.
The tools that do the workMicrosoft ExcelESCOO*NETWikipedia
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Gather and analyze financial information
+Gather complete financial information for Q2 close: pull ledger balances, accounts receivable aging, CAPEX…
Gather and analyze financial information
+Gather complete financial information for Q2 close: pull ledger balances, accounts receivable aging, CAPEX spend and cash forecasts, reconcile any unexplained variances above five thousand, and prepare a reconciled dataset and clean P&L for the controller by Tuesday noon.
The tools that do the workMicrosoft AccessMicrosoft Exceljob descriptionsO*NET
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Analyze investment projects
+Analyze the proposed investment in the manufacturing line: build an investment appraisal showing cashflows,…
Analyze investment projects
+Analyze the proposed investment in the manufacturing line: build an investment appraisal showing cashflows, IRR, sensitivity to ±10 percent volume and price, and a risk-adjusted recommendation with three mitigation steps for the COO by Friday afternoon.
The tools that do the workMicrosoft Exceljob descriptionsWikipedia
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Develop financial models and forecasts
+Develop a rolling 12-month financial forecast: update revenue drivers, incorporate latest pipeline conversion…
Develop financial models and forecasts
+Develop a rolling 12-month financial forecast: update revenue drivers, incorporate latest pipeline conversion rates, produce monthly P&L and balance sheet forecasts, and flag top five forecast risks for the VP Finance in time for the monthly planning meeting on Wednesday.
The tools that do the workMicrosoft Power BIMicrosoft Exceljob descriptionsWikipedia
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Develop and operate financial analysis tools
+Create and deploy a reusable financial analysis toolkit: build standardized templates for margin, cash…
Develop and operate financial analysis tools
+Create and deploy a reusable financial analysis toolkit: build standardized templates for margin, cash conversion and scenario analysis, automate key calculations and validations, document usage notes, and hand off to the finance team lead by next sprint review.
The tools that do the workAlteryxMicrosoft Exceljob descriptionsO*NET
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The daily work20
Perform securities valuation or pricing.
+Price the fixed income portfolio held by Treasury as of yesterday: pull the latest market yields and credit…
Perform securities valuation or pricing.
+Price the fixed income portfolio held by Treasury as of yesterday: pull the latest market yields and credit spreads, apply the portfolio’s valuation model to each security, flag any prices that move more than 50 basis points, and save a dated valuation file for audit review.
The tools that do the workMicrosoft ExcelO*NET
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Develop and maintain client relationships.
+Schedule a quarterly check-in with our top five clients next week, attach the latest quarterly financial…
Develop and maintain client relationships.
+Schedule a quarterly check-in with our top five clients next week, attach the latest quarterly financial package, propose agenda items on performance and renewal options, and ask procurement contacts to confirm attendees.
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 presentation for Friday’s board pack with three charts showing revenue vs. forecast, margin trend…
Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
+Update the presentation for Friday’s board pack with three charts showing revenue vs. forecast, margin trend by product, and cash runway; use the live ledger to refresh numbers, style axes for readability, and export high-resolution images for the report.
The tools that do the workMicrosoft ExcelMicrosoft PowerPointO*NET
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Prepare all materials for transactions or execution of deals.
+Assemble the closing binder for the Acme acquisition: gather the signed term sheet, diligence schedules,…
Prepare all materials for transactions or execution of deals.
+Assemble the closing binder for the Acme acquisition: gather the signed term sheet, diligence schedules, final model, tax memo, and counterparty approvals; checklist each item, create a PDF bundle, and circulate to deal team with a read receipt request.
The tools that do the workMicrosoft OfficeMicrosoft OutlookO*NET
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Supervise, train, or mentor junior team members.
+Run a two-hour training for junior analysts on the month-end reporting playbook: cover the consolidation…
Supervise, train, or mentor junior team members.
+Run a two-hour training for junior analysts on the month-end reporting playbook: cover the consolidation steps, walkthrough common journal entries, demonstrate the reconciliation template, and assign a practice close to complete by next Tuesday.
The tools that do the workMicrosoft PowerPointMicrosoft ExcelO*NET
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Make investment recommendations
+Prepare an investment recommendation memo for the credit committee: analyse the corporate bond’s covenant…
Make investment recommendations
+Prepare an investment recommendation memo for the credit committee: analyse the corporate bond’s covenant package, run stress scenarios on our cashflows, show expected return and downside at three stress levels, and submit the memo by Wednesday for committee review.
The tools that do the workMicrosoft ExcelMicrosoft PowerPointjob descriptions
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Handle all the matters in reference to the finance and investments of a company
+Prepare a consolidated finance and investments briefing covering cash flow projections, capex plans,…
Handle all the matters in reference to the finance and investments of a company
+Prepare a consolidated finance and investments briefing covering cash flow projections, capex plans, investment valuations, and three scenarios of revenue growth for the board meeting next Tuesday; include balance sheet impacts and recommended actions for each scenario.
The tools that do the workMicrosoft ExcelMicrosoft PowerPointESCO
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Maintain transparent financial operations for taxation and auditing bodies
+Compile a transparent accounting pack for the external tax and audit teams showing trial balance,…
Maintain transparent financial operations for taxation and auditing bodies
+Compile a transparent accounting pack for the external tax and audit teams showing trial balance, reconciliations for receivables and payables, VAT schedules, and supporting source documents for the quarter-end, and send it with a one-week deadline to the tax lead and auditor.
The tools that do the workMicrosoft ExcelMicrosoft OutlookESCO
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Advise clients or organizations on financial decisions
+Advise the board on whether to extend the capital expenditure by 12 months or reallocate the £3.2m to working…
Advise clients or organizations on financial decisions
+Advise the board on whether to extend the capital expenditure by 12 months or reallocate the £3.2m to working capital, summarise the cashflow, risk tradeoffs and three recommended actions for the CFO by Tuesday.
The tools that do the workMicrosoft ExcelO*NETWikipedia
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Collaborate with portfolio managers and analysts
+Work with the portfolio managers and credit analysts to reconcile month-end positions, produce a consolidated…
Collaborate with portfolio managers and analysts
+Work with the portfolio managers and credit analysts to reconcile month-end positions, produce a consolidated holdings schedule with attribution by strategy, and flag three reallocations needed before the Friday trade window.
The tools that do the workMicrosoft Exceljob descriptionsO*NET
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Monitor financial markets and asset performance
+Monitor the equity and bond baskets for drawdowns over 5% and daily tracking error over 2%, log breaches in…
Monitor financial markets and asset performance
+Monitor the equity and bond baskets for drawdowns over 5% and daily tracking error over 2%, log breaches in the performance tracker, and send an alert with suggested hedges to the PMs and risk lead immediately.
The tools that do the workMicrosoft Power BIMicrosoft Exceljob descriptionsWikipedia
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Purchase investments for companies in accordance with company policy.
+Execute approved corporate investment purchases up to the £10m policy limit, verify counterparty…
Purchase investments for companies in accordance with company policy.
+Execute approved corporate investment purchases up to the £10m policy limit, verify counterparty documentation and cash availability, then confirm settlement instructions and notify treasury and the legal team the same day.
The tools that do the workMicrosoft OutlookMicrosoft ExcelO*NET
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Confer with clients to restructure debt, refinance debt, or raise new debt.
+Meet with the client to map current debt terms, model three refinance structures showing covenant impacts and…
Confer with clients to restructure debt, refinance debt, or raise new debt.
+Meet with the client to map current debt terms, model three refinance structures showing covenant impacts and annual interest savings, then draft a recommended term sheet to circulate to lenders by Thursday.
The tools that do the workMicrosoft ExcelMicrosoft OutlookO*NET
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Create client presentations of plan details.
+Prepare a 12‑slide deck for the client board that explains the financial plan, three scenario outcomes, key…
Create client presentations of plan details.
+Prepare a 12‑slide deck for the client board that explains the financial plan, three scenario outcomes, key assumptions and required approvals, include backup tables and send the reviewed draft to Raj in client services by Wednesday noon.
The tools that do the workMicrosoft PowerPointMicrosoft ExcelO*NET
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Follow-up on financing records with backers
+Follow up with the three named backers — Clara Reyes, VenturePoint, and East Harbor — to confirm receipt and…
Follow-up on financing records with backers
+Follow up with the three named backers — Clara Reyes, VenturePoint, and East Harbor — to confirm receipt and accuracy of their financing schedules, attach the signed term sheets and cashflow extract, and request any missing bank statements by Wednesday.
The tools that do the workMicrosoft Outlookjob descriptions
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Present findings to stakeholders
+Draft and deliver a 15-minute stakeholder briefing for Friday covering our monthly close variances, cash…
Present findings to stakeholders
+Draft and deliver a 15-minute stakeholder briefing for Friday covering our monthly close variances, cash runway, and key risks, include the one-page executive summary, two charts that show trend and sensitivity, and circulate the slide deck to board members and the CFO beforehand.
The tools that do the workMicrosoft PowerPointMicrosoft Outlookjob descriptions
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Meet with company management and key players
+Schedule a 60-minute review with CEO Martin Shaw, CFO Ayesha Patel, and Head of Sales Jonah Li next Tuesday…
Meet with company management and key players
+Schedule a 60-minute review with CEO Martin Shaw, CFO Ayesha Patel, and Head of Sales Jonah Li next Tuesday to walk through the quarter-to-date financials, discuss drivers of underperformance, and agree on three corrective actions and owners before quarter end.
The tools that do the workMicrosoft Outlookjob descriptions
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Evaluate the stability of financial investments
+Run a stability assessment of our investment portfolio: calculate rolling three-year returns, volatility, and…
Evaluate the stability of financial investments
+Run a stability assessment of our investment portfolio: calculate rolling three-year returns, volatility, and correlation to the benchmark, highlight any positions with drawdowns over 20 percent, and produce a short recommendation memo for the investment committee by next Monday.
The tools that do the workMicrosoft ExcelWikipedia
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Research market trends and economic data
+Compile recent market trends and economic indicators relevant to our sector — GDP growth, industrial…
Research market trends and economic data
+Compile recent market trends and economic indicators relevant to our sector — GDP growth, industrial production, interest rates, and commodity prices — summarise upside and downside scenarios, and deliver a two-page market brief for strategy by Thursday morning.
The tools that do the workMicrosoft Power BIWikipedia
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Compare financial products and services
+Compare three candidate financial products — corporate line of credit, invoice financing, and short-term…
Compare financial products and services
+Compare three candidate financial products — corporate line of credit, invoice financing, and short-term commercial paper — model cost, covenant risk, and liquidity impact over 12 months, then recommend the best option with a scorecard for the CFO by Friday.
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