Manager – Financial Advisory

Location: Noida (Work from Office)

Service Line: Financial Advisory

Client Base: US-based SMBs, growth companies, and investor-backed businesses

About Qualicentric

Qualicentric is an offshore financial consulting firm providing Controllership and Financial Advisory services to US-based businesses. Our Financial Advisory (FA) practice supports founders, CFOs, and investors with forecasting, financial modeling, performance analysis, and strategic decision-making support.

Role Overview

The Manager Financial Advisory will lead delivery of financial modeling, forecasting, and analytical engagements for multiple clients. The role involves managing client relationships, leading advisory assignments, mentoring teams, and supporting CFO-level decision-making processes.

This role is suited for professionals who enjoy analytical finance, business understanding, and strategic financial planning, beyond traditional accounting.

Key Responsibilities

1. Financial Modeling & Forecasting

• Lead preparation and review of financial models.
• Develop operating forecasts, budgets, and projections.
• Build scenario and sensitivity analyses.
• Support fundraising and investor financial models.
• Develop KPI and unit economics models.

2. Financial Analysis & Decision Support

• Analyze client financial performance and identify trends and risks.
• Provide insights supporting strategic decisions.
• Support profitability, pricing, and cost optimization analysis.
• Prepare board and investor reporting analysis.

3. Client Engagement Management

• Act as primary delivery owner for FA clients.
• Lead client discussions on forecasts and performance.
• Translate business requirements into analytical outputs.
• Maintain strong CFO/founder relationships.

4. Team Leadership

• Manage and mentor FA analysts and senior analysts.
• Review team outputs for accuracy and presentation quality.
• Guide team on financial thinking and modeling standards.
• Support hiring and capability building.

5. Decks & Executive Reporting

• Prepare management and investor presentation decks.
• Convert financial data into executive-ready insights.
• Support fundraising and board presentations.

6. Process & Capability Development

• Standardize modeling templates and delivery practices.
• Improve analytical workflows.
• Build reusable frameworks for FA assignments.

Required Qualifications

• CA / MBA Finance / CFA / equivalent qualification preferred.
• 610 years of experience in FP&A, financial advisory, investment banking support, consulting, or corporate finance.
• Strong financial modeling and analytical background.
• Experience working with US clients preferred.

Technical Skills Required

• Advanced Excel / financial modeling expertise.
• Strong understanding of financial statements and business drivers.
• Experience with forecasting and planning tools preferred.
• Strong presentation and analytical structuring skills.

Soft Skills Required

• Strong analytical thinking.
• Client-facing communication capability.
• Ability to simplify complex financial insights.
• Team leadership and mentoring capability.
• Ownership mindset.

Success Metrics

• Accuracy and usability of forecasts & models.
• Client satisfaction and retention.
• Analytical value delivered to client decisions.
• Team productivity and development.
• Expansion of FA engagements.