The Role
Manage and automate financial reporting, analyze financial data, create MIS reports and dashboards, and provide actionable insights for business decisions. The role ensures accurate and timely reporting, streamlines accounting workflows, supports financial strategy, and presents findings to cross-functional stakeholders. Advanced Excel, Google Sheets, finance and accounting knowledge are required; experience with Power BI, Tableau, Power Query, or VBA is preferred.
Summary Generated by Built In
Job Description: Financial Analyst -Reporting & Automation Professional
Location: Bengaluru
Employment Type: Full-time, On-site www.devmantra.com
Company Description
“Dev Mantra Financial Services Pvt Ltd” is an integrated Finance and Management Consulting firm
providing comprehensive support from company setup to financial management and compliance. With a
focus on trust, transparency, and technological integration, we offer services including turnkey
outsourcing of accounting, payroll, secretarial, CFO functions and strategic advisory. The company also
provides advanced solutions such as fundraising, due diligence, and M&A advisory to support business
growth. Our UnicornsGroww platform connects businesses with expert advisors for industry-specific
guidance, fostering innovation and strategic insights.
Through compliance dashboards and a robust
network of advisors, we ensure client-centric excellence.
Key Responsibilities:
• Manage and automate financial reporting processes for improved efficiency and accuracy.
• Analyze financial data to generate actionable insights for business decision-making.
• Ensure accuracy, completeness, and timely delivery of all financial reports.
• Collaborate with internal teams to streamline and enhance accounting and reporting workflows.
• Support financial strategy by providing data-driven recommendations.
• Develop dashboards, MIS reports, and automated templates to improve reporting quality.
• Present financial insights and reports clearly to stakeholders across departments.
• Maintain high standards of communication, documentation, and analytical rigor.
Required Skills & Competencies
• Strong Analytical Skills to interpret data, identify trends, and derive actionable insights.
• Excellent Communication skills for presenting reports and collaborating with team members and
stakeholders.
• Expertise in Finance and Accounting to ensure compliance, accuracy, and optimization of
f
inancial processes.
• Proficiency in Financial Reporting to create, analyze, and automate reports aligned with
organizational objectives.
• Proficiency in Excel (advanced), Google Sheets, and MIS reporting tools.
• Experience with automation tools such as Power BI, Tableau, Power Query, or VBA (preferred).
• Ability to manage multiple tasks and work with cross-functional teams.
• High attention to detail and accuracy.
Requirements
Qualifications
• Bachelor's degree in Finance, Accounting, or a related field; professional certifications (e.g., CA,
CFA/MBA/M com with similar experience) are desirable.
• Experience in Reporting, MIS, Finance, or Automation roles.
• Experience in financial reporting or dashboard creation will be an advantage.
Benefits
Benefits
• Competitive salary based on experience and skills.
• Opportunity to work closely with leadership teams.
• Exposure to automation projects and financial transformation initiatives.
• Professional growth and learning opportunities.
Skills Required
- Bachelor’s degree in Finance, Accounting, or a related field
- Experience in reporting, MIS, finance, or automation roles
- Strong analytical skills
- Excellent communication skills
- Expertise in finance and accounting
- Proficiency in financial reporting
- Advanced proficiency in Excel
- Proficiency in Google Sheets and MIS reporting tools
- Ability to manage multiple tasks and work with cross-functional teams
- High attention to detail and accuracy
- Experience in financial reporting or dashboard creation
- Experience with Power BI, Tableau, Power Query, or VBA
- Professional certification such as CA, CFA, MBA, or M.Com with similar experience
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The Company
What We Do
Dev Mantra is a Bengaluru-based financial services company founded in 2008. It supports global and cross-border businesses through outsourced accounting, bookkeeping, financial reporting, virtual CFO services, audit support, compliance, M&A advisory, India-entry and FDI structuring, GCC setup, IPO advisory, and corporate governance. Its CA-led team emphasizes accuracy, efficiency, data security, and practical execution across client industries.
