Financial Analyst-Intern

Actively Reviewing the Applications

Planify Capital Limited

Indore Full-Time 1–2 years

Posted 3 days ago • Apply by June 11, 2026

Job Description

Duration

3 months (with possibility of conversion to full-time based on performance)

Purpose of the Role

As part of the finance team at Planify Capital, the intern will support financial planning & analysis (FP&A), investment monitoring, reporting, and strategic decision-making. Given the requirement of CFA Level III clearance, we expect a high-calibre candidate who can contribute meaningfully from day one.

Key Responsibilities

Assist in the preparation of monthly & quarterly financial reports, dashboards and presentations for senior management.
Build, update and maintain financial models (e.g., forecasting, budgeting, valuations) to support business units and investment decisions.
Analyse business performance: variance analysis (actual vs budget/forecast), identify drivers, and prepare commentary and actionable insights.
Support investment/portfolio monitoring: evaluate key metrics, track performance, and prepare investment memos/scorecards.
Collaborate with cross-functional teams (operations, sales, risk, HR) to gather inputs and align on financial planning.
Help with implementation and enhancement of reporting tools and processes—process improvements and automation in Excel / BI tools.
Conduct ad hoc financial and market research (industry trends, competitor benchmarking, regulatory changes) and present findings.
Ensure adherence to internal controls, documentation of assumptions and model logic, and support audit/tracking activities.
Assist with employer branding and internal communications by preparing finance-related content for stakeholder updates.

Required Qualifications & Skills

Cleared CFA Level III (or equivalent qualification) — mandatory.
Master’s degree in Finance, Commerce, Economics or equivalent; MBA/PG Diploma in Finance is a plus.
Strong proficiency in Microsoft Excel (pivot tables, advanced formulas, modelling) and ideally PowerPoint.
Basic knowledge of financial modelling, valuations, budgeting & forecasting.
Analytical mindset with the ability to interpret complex data, identify trends, and make actionable recommendations.
Good written & verbal communication skills. Comfortable presenting to senior stakeholders.
Self-motivated, detail-orientated, and able to manage multiple tasks and deadlines in a fast-paced environment.
Prior internship or project experience in finance, FP&A, investments or a related domain is an advantage.
Familiarity with BI tools (Power BI/Tableau) or SQL is a plus, though not mandatory.

Preferred Attributes

Demonstrated interest in capital markets, investments, or corporate finance.
Proactive attitude: identifies opportunities for process improvements, automation and reporting enhancements.
Team player with a collaborative approach, yet capable of working independently.
Comfortable working in a startup/scale-up environment where roles are dynamic and evolving.

Stipend/Compensation

10,000

Note: This is a paid internship.Skills: reporting,research,finance,budgeting,financial planning,investment