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.
Keeping the record1
Prepare financial analysis reports
+Prepare the monthly financial analysis report for the board: pull actuals and budgets, calculate variance and…
Prepare financial analysis reports
+Prepare the monthly financial analysis report for the board: pull actuals and budgets, calculate variance and margin drivers, include income statement and cashflow highlights, add an executive one-page summary, and send to Finance Director by Friday noon.
The tools that do the workMicrosoft ExcelMicrosoft PowerPointESCOjob descriptionsWikipedia
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Analysing5
Assess the viability of financial actions or entities
+Assess the viability of the proposed acquisition target: run a break-even and sensitivity analysis, score…
Assess the viability of financial actions or entities
+Assess the viability of the proposed acquisition target: run a break-even and sensitivity analysis, score strategic fit and cashflow risk, recommend go/no-go with clear assumptions and a required return, deliver to CEO and Head of Strategy by Wednesday.
The tools that do the workMicrosoft ExcelESCOO*NETWikipedia
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Gather and analyze financial information
+Gather and analyse last quarter's financial information: consolidate trial balances from the three business…
Gather and analyze financial information
+Gather and analyse last quarter's financial information: consolidate trial balances from the three business units, reconcile intercompany items, flag anomalies exceeding 5 percent, and produce a reconciled dataset and findings memo for the CFO by Tuesday afternoon.
The tools that do the workMicrosoft AccessMicrosoft Exceljob descriptionsO*NET
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Analyze investment projects
+Analyse the proposed investment project for the new plant: build a five-year cashflow forecast, compute NPV…
Analyze investment projects
+Analyse the proposed investment project for the new plant: build a five-year cashflow forecast, compute NPV and IRR under three scenarios, include payback and key sensitivity charts, and send a recommendation with risks to the Investment Committee by next Monday.
The tools that do the workMicrosoft Exceljob descriptionsWikipedia
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Develop financial models and forecasts
+Develop the rolling 12-month financial model and forecasts: update sales drivers, apply revised margin…
Develop financial models and forecasts
+Develop the rolling 12-month financial model and forecasts: update sales drivers, apply revised margin assumptions, stress-test for 10 and 20 percent demand shocks, produce monthly P&L, balance sheet and cashflow projections, and circulate to FP&A and Sales by Friday close.
The tools that do the workMicrosoft Power BIMicrosoft Exceljob descriptionsWikipedia
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Develop and operate financial analysis tools
+Build and deploy the automated financial analysis toolkit: create templates for ratio analysis, variance…
Develop and operate financial analysis tools
+Build and deploy the automated financial analysis toolkit: create templates for ratio analysis, variance reports and KPI dashboards, automate data imports from ledgers, document usage, and hand off to the reporting team with a training session next Thursday.
The tools that do the workAlteryxMicrosoft Power BIjob descriptionsO*NET
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The daily work19
Handle all the matters in reference to the finance and investments of a company
+Prepare a complete financial plan and three-year forecast for board review that reconciles last year’s…
Handle all the matters in reference to the finance and investments of a company
+Prepare a complete financial plan and three-year forecast for board review that reconciles last year’s statements, flags cash-flow risks, recommends investment allocations to grow revenue by 12%, and deliver the pack to Priya in finance by next Friday.
The tools that do the workMicrosoft ExcelMicrosoft PowerPointESCO
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Maintain transparent financial operations for taxation and auditing bodies
+Assemble and reconcile ledgers, produce audited-ready financial statements and supporting schedules, document…
Maintain transparent financial operations for taxation and auditing bodies
+Assemble and reconcile ledgers, produce audited-ready financial statements and supporting schedules, document tax adjustments and control steps, then upload the completed audit pack and notify the tax lead, Aman, by Thursday COB.
The tools that do the workIntuit QuickBooksMicrosoft ExcelESCO
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Advise clients or organizations on financial decisions
+Prepare a clear financial advisory memo for Pacific Horizon seeking a three‑year growth plan: include current…
Advise clients or organizations on financial decisions
+Prepare a clear financial advisory memo for Pacific Horizon seeking a three‑year growth plan: include current financial statements, projected cash flow scenarios, risk-adjusted return recommendations, and an executive summary to review with CFO Susan Lee by Wednesday afternoon.
The tools that do the workMicrosoft ExcelGoogle DocsO*NETWikipedia
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Collaborate with portfolio managers and analysts
+Assemble a one‑page portfolio health brief for the investment team: combine latest holdings performance,…
Collaborate with portfolio managers and analysts
+Assemble a one‑page portfolio health brief for the investment team: combine latest holdings performance, attribution versus benchmark, and suggested rebalancing actions to discuss with portfolio managers Raj Patel and analyst Mei Huang in tomorrow’s 10am meeting.
The tools that do the workMicrosoft Power BIMicrosoft Exceljob descriptionsO*NET
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Monitor financial markets and asset performance
+Produce a market monitoring dashboard highlighting equity and fixed income movers, month‑to‑date performance,…
Monitor financial markets and asset performance
+Produce a market monitoring dashboard highlighting equity and fixed income movers, month‑to‑date performance, volatility spikes, and asset‑level P&L so the trading desk and risk team can scan overnight changes at 7am daily.
The tools that do the workMicrosoft Power BIjob descriptionsWikipedia
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Purchase investments for companies in accordance with company policy.
+Execute investment purchases for the corporate cash portfolio within the policy limits: buy the approved…
Purchase investments for companies in accordance with company policy.
+Execute investment purchases for the corporate cash portfolio within the policy limits: buy the approved short‑term notes up to $5 million, document broker, execution price and compliance checks, and notify Treasurer Anthony Gomez when trades settle.
The tools that do the workMicrosoft ExcelO*NET
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Confer with clients to restructure debt, refinance debt, or raise new debt.
+Draft a client plan to restructure Evergreen Logistics’ debt: compare refinancing options, present covenant…
Confer with clients to restructure debt, refinance debt, or raise new debt.
+Draft a client plan to restructure Evergreen Logistics’ debt: compare refinancing options, present covenant impacts, estimated savings, and a recommended timeline to discuss with CFO Maria Torres and the restructuring committee next Monday.
The tools that do the workMicrosoft ExcelGoogle DocsO*NET
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Create client presentations of plan details.
+Create a concise client presentation of the proposed financial plan for Horizon Retail: include summary…
Create client presentations of plan details.
+Create a concise client presentation of the proposed financial plan for Horizon Retail: include summary objectives, projected financial statements, key assumptions, and three recommended actions for the board meeting this Friday.
The tools that do the workMicrosoft PowerPointMicrosoft ExcelO*NET
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Follow-up on financing records with backers
+Check the financing ledger for pledged amounts from SeedBack Capital and Harbor Fund, flag missing receipts…
Follow-up on financing records with backers
+Check the financing ledger for pledged amounts from SeedBack Capital and Harbor Fund, flag missing receipts or mismatched dates, draft a one-page summary of outstanding items and next actions, and send that summary to Priya in finance and Robert at SeedBack by Wednesday.
The tools that do the workIntuit QuickBooksjob descriptions
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Present findings to stakeholders
+Build a concise slide deck that shows quarterly measurement results, variance to forecast, and three…
Present findings to stakeholders
+Build a concise slide deck that shows quarterly measurement results, variance to forecast, and three recommended actions, then present it to the executive steering committee on Friday and circulate the deck and raw figures to Anna and Marcus beforehand.
The tools that do the workMicrosoft PowerPointMicrosoft Exceljob descriptions
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Meet with company management and key players
+Schedule a 60-minute working meeting with CEO Elena, CFO David and product lead Sara next Tuesday to walk…
Meet with company management and key players
+Schedule a 60-minute working meeting with CEO Elena, CFO David and product lead Sara next Tuesday to walk through the measurement assumptions, agree KPIs to track, and capture who will own the three follow-up analyses.
The tools that do the workMicrosoft Outlookjob descriptions
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Evaluate the stability of financial investments
+Run the portfolio stress checks on our top five investments, produce a one-page risk scorecard showing…
Evaluate the stability of financial investments
+Run the portfolio stress checks on our top five investments, produce a one-page risk scorecard showing liquidity, default risk and sensitivity to a 10% revenue drop, and email the scorecard and raw calculations to the investment committee by Friday noon.
The tools that do the workMicrosoft ExcelWikipedia
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Research market trends and economic data
+Gather the last twelve months of GDP, sector sales and competitor pricing, summarise three emerging trends…
Research market trends and economic data
+Gather the last twelve months of GDP, sector sales and competitor pricing, summarise three emerging trends with supporting charts and a short implication paragraph for strategy, then share with strategy and sales by Thursday afternoon.
The tools that do the workMicrosoft Power BIWikipedia
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Compare financial products and services
+Compare our treasury product, the corporate line of credit from First Oak, and the new cash sweep option,…
Compare financial products and services
+Compare our treasury product, the corporate line of credit from First Oak, and the new cash sweep option, produce a cost, flexibility and covenant matrix, recommend the best fit for growth targets, and send to CFO David and treasury by Monday.
The tools that do the workMicrosoft ExcelWikipedia
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Perform securities valuation or pricing.
+Value the firm’s listed securities for the March 31 month-end using the latest trades, observable yields and…
Perform securities valuation or pricing.
+Value the firm’s listed securities for the March 31 month-end using the latest trades, observable yields and our discount models, flag any non‑market prices and deliver a valuation memo to the controller by Tuesday afternoon.
The tools that do the workMicrosoft ExcelO*NET
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Develop and maintain client relationships.
+Reach out to the client contacts at Horizon Capital and schedule a review of their quarterly measurement…
Develop and maintain client relationships.
+Reach out to the client contacts at Horizon Capital and schedule a review of their quarterly measurement report, include proposed changes to assumptions, and capture their feedback in a follow-up note to be sent Friday.
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 the charts for the technical report: show quarterly exposure by sector, rolling three‑year returns, and…
Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
+Build the charts for the technical report: show quarterly exposure by sector, rolling three‑year returns, and attribution bars, format for print at 8.5x11, and insert the images into the report draft by Wednesday morning.
The tools that do the workMicrosoft ExcelO*NET
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Prepare all materials for transactions or execution of deals.
+Compile the deal pack for the Acme transaction: valuation schedules, client KYC, legal checklist, and trade…
Prepare all materials for transactions or execution of deals.
+Compile the deal pack for the Acme transaction: valuation schedules, client KYC, legal checklist, and trade instructions, confirm all signatures are in place, and send the complete bundle to trading desk for execution by close of business Thursday.
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 our valuation templates, review common errors, assign a…
Supervise, train, or mentor junior team members.
+Run a two‑hour training for junior analysts on our valuation templates, review common errors, assign a follow-up exercise, and upload the corrected examples to the team drive by next Monday.
The tools that do the workMicrosoft PowerPointGoogle DocsO*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