Consultant

Company Description Zen Pinnacle Financial Services Private Limited is a specialized financial consulting firm based in Mumbai. The organization is led by experienced Chartered Accountants and former banking professionals who bring strong financial expertise and industry insight. Zen Pinnacle focuses on innovative lending solutions and tailored financial advisory services designed to meet diverse client needs. The firm emphasizes customized, client-centric consulting that aligns financial strategy with long-term business ambitions. Team members work in a collaborative environment that values professionalism, integrity, and measurable impact for clients.
Role Description The Consultant role is a full-time, on-site position based in Mumbai. In this role, the Consultant analyzes client financial needs, develops tailored lending and advisory solutions, and prepares detailed financial reports and presentations. Responsibilities include conducting market and industry research, assessing creditworthiness and financial health, and recommending strategies for funding, cash flow management, and risk mitigation. The Consultant will meet with clients regularly to understand their goals, present recommendations, and support implementation of agreed strategies. The role also involves collaborating with senior consultants and leadership, maintaining accurate documentation, and ensuring compliance with relevant financial regulations and company standards.
Qualifications
Strong analytical and financial advisory skills, including financial statement analysis, credit assessment, and cash flow evaluation.
Experience in consulting or financial services, preferably with exposure to lending solutions, corporate finance, or banking operations.
Excellent communication and interpersonal skills to engage with clients, prepare clear reports, and present complex information in a simple, structured manner.
Ability to conduct thorough market and industry research, interpret data, and translate findings into actionable recommendations.
High level of accuracy and attention to detail, with strong organizational and time management skills to handle multiple client engagements.
Proficiency in standard office and financial tools (e.g., spreadsheets, presentation software); familiarity with financial modeling is an advantage.
Professional qualifications such as Chartered Accountant (CA), MBA in Finance, or equivalent are preferred; relevant experience may be considered in lieu of formal certification.
Commitment to ethical conduct, client confidentiality, and continuous learning in evolving financial markets.

Work arrangement
No