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 monthly financial analysis report for revenue, gross margin and operating expenses, reconcile…
Prepare financial analysis reports
+Prepare the monthly financial analysis report for revenue, gross margin and operating expenses, reconcile with the accounting ledger, highlight three variance drivers, and deliver a clean PDF to Sarah in FP&A by Tuesday morning for the leadership pack.
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 subscription tier is financially viable by running a break-even and…
Assess the viability of financial actions or entities
+Assess whether launching the new subscription tier is financially viable by running a break-even and sensitivity analysis, test worst, base and upside cases, flag required margin and payback, and email conclusions with supporting schedules to Javier in Strategy by Thursday.
The tools that do the workMicrosoft ExcelESCOO*NETWikipedia
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Gather and analyze financial information
+Gather the last three years of revenue, COGS and operating expense lines from the general ledger, clean and…
Gather and analyze financial information
+Gather the last three years of revenue, COGS and operating expense lines from the general ledger, clean and normalise irregular items, produce summary KPIs and a reconciled dataset, then upload the dataset and a one-page memo to Priya in Finance by Friday noon.
The tools that do the workMicrosoft Power BIMicrosoft Exceljob descriptionsO*NET
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Analyze investment projects
+Run discounted cash flow and NPV calculations for the proposed investment project across three capex…
Analyze investment projects
+Run discounted cash flow and NPV calculations for the proposed investment project across three capex scenarios, capture IRR, payback and sensitivity to revenue growth, and send the financial recommendation and model to Marcus in Investments by next Wednesday.
The tools that do the workMicrosoft Exceljob descriptionsWikipedia
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Develop financial models and forecasts
+Build a rolling 24-month financial forecast incorporating planned marketing spend, hiring and churn…
Develop financial models and forecasts
+Build a rolling 24-month financial forecast incorporating planned marketing spend, hiring and churn assumptions, produce monthly P&L and cash flow runs, and circulate the forecast and key assumptions to the growth leadership team before Monday's planning meeting.
The tools that do the workMicrosoft ExcelMicrosoft Power BIjob descriptionsWikipedia
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Develop and operate financial analysis tools
+Design and deploy a reusable financial analysis toolkit with standard input sheets, automated variance checks…
Develop and operate financial analysis tools
+Design and deploy a reusable financial analysis toolkit with standard input sheets, automated variance checks and scenario toggles, document usage notes, and push the template and instructions to the shared drive for the FP&A team by Friday.
The tools that do the workAlteryxMicrosoft Exceljob descriptionsO*NET
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The daily work20
Advise clients or organizations on financial decisions
+Advise Kiran Patel and CFO Lila Moreno on whether to accept the supplier financing offer by comparing three…
Advise clients or organizations on financial decisions
+Advise Kiran Patel and CFO Lila Moreno on whether to accept the supplier financing offer by comparing three cashflow scenarios, show projected EBITDA impact for next 24 months, and recommend one clear option with risks by Wednesday.
The tools that do the workMicrosoft ExcelO*NETWikipedia
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Collaborate with portfolio managers and analysts
+Work with portfolio manager David Chen and equity analyst Aisha Khan to reconcile the portfolio assumptions,…
Collaborate with portfolio managers and analysts
+Work with portfolio manager David Chen and equity analyst Aisha Khan to reconcile the portfolio assumptions, align sector exposures, and produce a one-page summary of reweighting actions and expected return change for tomorrow's PM meeting.
The tools that do the workMicrosoft Power BIMicrosoft Exceljob descriptionsO*NET
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Monitor financial markets and asset performance
+Track the five key holdings' price, volume, and NAV drift every market day, flag positions down more than 5%…
Monitor financial markets and asset performance
+Track the five key holdings' price, volume, and NAV drift every market day, flag positions down more than 5% or underperforming benchmark by 200 basis points, and send a market-health note to the investment team at 9:00 AM.
The tools that do the workMicrosoft Power BIjob descriptionsWikipedia
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Purchase investments for companies in accordance with company policy.
+Execute approved purchases for the treasury sleeve to bring cash allocation to target: buy $2.5 million of…
Purchase investments for companies in accordance with company policy.
+Execute approved purchases for the treasury sleeve to bring cash allocation to target: buy $2.5 million of investment-grade corporates and $1 million of short-term munis, confirm compliance with the investment policy, and log trades to the ledger by end of day.
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 with client Mark Reynolds to map current debt terms, model refinancing at three rate levels, recommend…
Confer with clients to restructure debt, refinance debt, or raise new debt.
+Meet with client Mark Reynolds to map current debt terms, model refinancing at three rate levels, recommend whether to refinance or restructure, and draft key covenant language changes for the credit team by Friday.
The tools that do the workMicrosoft ExcelO*NET
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Create client presentations of plan details.
+Build a concise client slide deck for Sarah Li showing the growth plan, five-year projections, funding needs,…
Create client presentations of plan details.
+Build a concise client slide deck for Sarah Li showing the growth plan, five-year projections, funding needs, and sensitivity to revenue growth, include one recommended path and a one-slide risks and mitigations page for Monday's investor call.
The tools that do the workMicrosoft PowerPointMicrosoft ExcelO*NET
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Perform securities valuation or pricing.
+Value the preferred convertible note series A issued to Acme Ventures using market comps, discount cash flow…
Perform securities valuation or pricing.
+Value the preferred convertible note series A issued to Acme Ventures using market comps, discount cash flow to present value at 12%, show per-share implied price and note conversion cap, and flag assumptions that move price ±15%.
The tools that do the workMicrosoft ExcelO*NET
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Develop and maintain client relationships.
+Draft a one‑page outreach summarizing last quarter's growth metrics, propose a tailored three‑month review…
Develop and maintain client relationships.
+Draft a one‑page outreach summarizing last quarter's growth metrics, propose a tailored three‑month review plan for Nova Retail, schedule a follow‑up meeting with their procurement lead Emma by next Wednesday, and log updates to the client record.
The tools that do the workMicrosoft OutlookGoogle DocsO*NET
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Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
+Build a two‑panel chart pack that shows cohort revenue run rate and CAC payback, annotate key inflection…
Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
+Build a two‑panel chart pack that shows cohort revenue run rate and CAC payback, annotate key inflection points, use rolling 12‑month totals and export PNGs for the technical report appendix.
The tools that do the workMicrosoft ExcelO*NET
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Prepare all materials for transactions or execution of deals.
+Assemble the deal book for the Horizon acquisition including financial model, cap table, executed NDAs, board…
Prepare all materials for transactions or execution of deals.
+Assemble the deal book for the Horizon acquisition including financial model, cap table, executed NDAs, board memo, and a one‑page closing checklist, verify each document is signed and dated before circulation to the execution team.
The tools that do the workMicrosoft OfficeMicrosoft ExcelO*NET
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Supervise, train, or mentor junior team members.
+Run a half‑day training for two analysts on our valuation template, cover sensitivity setup, error checks,…
Supervise, train, or mentor junior team members.
+Run a half‑day training for two analysts on our valuation template, cover sensitivity setup, error checks, and model governance, give them a checklist to use on every model and schedule a skills follow‑up in three weeks.
The tools that do the workMicrosoft PowerPointMicrosoft ExcelO*NET
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Make investment recommendations
+Prepare three ranked investment recommendations for the fund: high‑conviction buy, hold with recheck in six…
Make investment recommendations
+Prepare three ranked investment recommendations for the fund: high‑conviction buy, hold with recheck in six months, and avoid, each with a one‑page rationale, target entry price, stop loss, and impact on portfolio IRR.
The tools that do the workMicrosoft ExcelGoogle Docsjob descriptions
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Follow-up on financing records with backers
+Follow up with the three backers who funded the Q2 bridge round, request updated capitalization schedules and…
Follow-up on financing records with backers
+Follow up with the three backers who funded the Q2 bridge round, request updated capitalization schedules and wiring confirmations for their commitments this month, note any shortfalls, and flag discrepancies to Priya in finance before Friday close.
The tools that do the workMicrosoft Outlookjob descriptions
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Present findings to stakeholders
+Prepare a concise slide deck of the revenue sensitivity, CAC payback and runway scenarios, schedule a…
Present findings to stakeholders
+Prepare a concise slide deck of the revenue sensitivity, CAC payback and runway scenarios, schedule a 30-minute review with the board, attach the model and one-page executive summary, and ask for decisions on proposed spend by Tuesday.
The tools that do the workMicrosoft PowerPointMicrosoft Exceljob descriptions
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Meet with company management and key players
+Arrange a one-hour working session with CEO Lara, CFO Miguel and head of sales on Wednesday to walk the…
Meet with company management and key players
+Arrange a one-hour working session with CEO Lara, CFO Miguel and head of sales on Wednesday to walk the growth model, confirm assumptions on churn and pipeline conversion, and agree three priority experiments to fund next quarter.
The tools that do the workMicrosoft OutlookGoogle Docsjob descriptions
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Evaluate the stability of financial investments
+Run the portfolio stress test across core investments, produce a one-page stability score with downside…
Evaluate the stability of financial investments
+Run the portfolio stress test across core investments, produce a one-page stability score with downside scenarios and liquidity timelines, then send it to Miguel and the risk committee with recommended hedge actions by Thursday.
The tools that do the workMicrosoft ExcelWikipedia
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Research market trends and economic data
+Pull the last twelve months of macro indicators and competitor pricing, synthesise into trend charts and a…
Research market trends and economic data
+Pull the last twelve months of macro indicators and competitor pricing, synthesise into trend charts and a short memo on demand shifts and margin pressure, then circulate to product and sales for strategy inputs by end of week.
The tools that do the workMicrosoft Power BIGoogle DocsWikipedia
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Compare financial products and services
+Compare fee structures, interest terms and liquidity features for three candidate financing products, score…
Compare financial products and services
+Compare fee structures, interest terms and liquidity features for three candidate financing products, score them on total cost and operational fit, and recommend the preferred lender to Miguel with a one-paragraph rationale.
The tools that do the workMicrosoft ExcelWikipedia
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Handle all the matters in reference to the finance and investments of a company
+Prepare a consolidated financial plan for the board covering cash flow, burn rate, fundraising needs, and…
Handle all the matters in reference to the finance and investments of a company
+Prepare a consolidated financial plan for the board covering cash flow, burn rate, fundraising needs, and three growth scenarios with supporting month-by-month forecasts and sensitivity to a 20% revenue shortfall, deliver by next Tuesday for review.
The tools that do the workMicrosoft ExcelESCO
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Maintain transparent financial operations for taxation and auditing bodies
+Assemble and reconcile the complete set of accounting records, trial balance, and tax schedules for the…
Maintain transparent financial operations for taxation and auditing bodies
+Assemble and reconcile the complete set of accounting records, trial balance, and tax schedules for the fiscal year, document all supporting vouchers and explanations, and produce a compliant audit packet to hand to the tax authority and external auditors by Friday.
The tools that do the workIntuit QuickBooksESCO
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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