Purchase Order Financial Analyst in India Bangalore –Free Word Template Download with AI

Issuing Organization

Meridian Capital Advisory Pvt. Ltd.
12th Floor, Prestige Tech Park, Outer Ring Road,
India Bangalore – 560103
Karnataka, India
GSTIN: 29AABCM1234F1Z5
Contact: [email protected]

Vendor / Service Provider

Apex Talent Solutions LLP
4th Floor, WeWork Galaxy, MG Road,
India Bangalore – 560001
Karnataka, India
GSTIN: 29AAKCA5678G1Z2
Contact: [email protected]

Purchase Order Number:	PO-MCA-2025-0472
Date of Issue:	14 June 2025
Required Commencement Date:	01 July 2025
Contract Duration:	12 (Twelve) Months, renewable by mutual written consent
Place of Performance:	India Bangalore, Karnataka, India
Payment Terms:	Net 30 days from receipt of valid invoice
Currency:	Indian Rupees (INR)
Governing Jurisdiction:	Laws of India; Courts of India Bangalore shall have exclusive jurisdiction

This Purchase Order is issued by Meridian Capital Advisory Pvt. Ltd. (hereinafter referred to as the "Buyer") to Apex Talent Solutions LLP (hereinafter referred to as the "Vendor") for the procurement and engagement of a qualified Financial Analyst to provide specialized financial analysis, reporting, and advisory services. The Financial Analyst shall be physically stationed at the Buyer's office premises located in India Bangalore and shall report directly to the Head of Financial Planning & Analysis. This Purchase Order constitutes a binding agreement for the services described herein, and all terms, conditions, and obligations set forth in this document shall be strictly adhered to by both parties.

The Financial Analyst engaged under this Purchase Order shall perform the following duties and deliverables while operating out of the India Bangalore office:

Sr. No.	Deliverable / Task	Frequency	Acceptance Criteria
1	Monthly financial performance reports including P&L, balance sheet analysis, and cash flow statements for all business units	Monthly (by 5th working day)	Reviewed and approved by CFO; zero material misstatements
2	Quarterly budget variance analysis with root-cause identification and corrective recommendations	Quarterly	Presented to the Board; actionable insights documented
3	Development and maintenance of financial models for M&A due diligence and capital allocation decisions	As required	Model accuracy validated by internal audit
4	Regulatory compliance reporting as per SEBI, RBI, and MCA guidelines applicable in India Bangalore	As per statutory deadlines	Timely filing; no regulatory penalties incurred
5	Annual audit support and coordination with external auditors (Big Four firms)	Annually (Q4)	Unqualified audit opinion; zero qualified findings
6	Ad-hoc financial research, market benchmarking, and investment memo preparation	On demand	Delivered within 48 hours of request; peer-reviewed quality

The Financial Analyst procured under this Purchase Order must satisfy the following minimum qualifications:

A Master's degree in Finance, Accounting, Economics, or a related discipline from a recognized Indian or international university.
Chartered Accountant (CA) qualification from the Institute of Chartered Accountants of India (ICAI), or CFA Level II or above.
Minimum 5 years of progressive experience in financial analysis, preferably in the financial services, banking, or investment management sector within India Bangalore or other major Indian metropolitan cities.
Proficiency in advanced Excel, SQL, Python for data analysis, and at least one ERP system (SAP, Oracle, or Tally).
Demonstrated knowledge of Indian GAAP, Ind AS, and international financial reporting standards (IFRS).
Valid work authorization to perform professional services in India Bangalore, Karnataka, India.

The total contractual value of this Purchase Order for the engagement of the Financial Analyst is as follows:

Monthly Professional Fee (inclusive of all statutory deductions): INR 2,85,000/- (Rupees Two Lakh Eighty-Five Thousand Only)

Annual Contract Value (12 months): INR 34,20,000/- (Rupees Thirty-Four Lakh Twenty Thousand Only)

GST @ 18% (applicable on professional services in India Bangalore): INR 6,15,600/-

Total Annual Value (Inclusive of GST): INR 40,35,600/- (Rupees Forty Lakh Thirty-Five Thousand Six Hundred Only)

Payments shall be processed via NEFT/RTGS to the Vendor's designated bank account in India Bangalore. Invoices must be submitted by the 10th of each month for the preceding month's services. The Buyer reserves the right to withhold payment for any deliverable that does not meet the acceptance criteria outlined in Section 2.

Confidentiality: The Financial Analyst shall execute a Non-Disclosure Agreement (NDA) prior to commencing work. All financial data, client information, and proprietary models accessed during the engagement in India Bangalore shall remain the exclusive property of the Buyer.
Intellectual Property: All reports, models, analyses, and work products created by the Financial Analyst under this Purchase Order shall be the sole intellectual property of Meridian Capital Advisory Pvt. Ltd.
Termination: Either party may terminate this Purchase Order with 30 days' written notice. In case of material breach, termination may be effected immediately upon written notice.
Compliance: The Vendor and the Financial Analyst shall comply with all applicable Indian labor laws, tax regulations (including TDS under Section 194J of the Income Tax Act, 1961), and local municipal regulations in India Bangalore.
Insurance: The Vendor shall maintain professional indemnity insurance of not less than INR 50,00,000/- for the duration of this Purchase Order.
Dispute Resolution: Any disputes arising from this Purchase Order shall first be attempted to be resolved through mediation. Failing amicable resolution, the matter shall be referred to arbitration under the Arbitration and Conciliation Act, 1996, with the seat of arbitration in India Bangalore.
Force Majeure: Neither party shall be liable for delays caused by events beyond reasonable control, including but not limited to natural disasters, government-mandated lockdowns in India Bangalore, or systemic IT failures.

This Purchase Order is issued under the authority of the undersigned and becomes effective upon countersignature by the Vendor. Both parties acknowledge that this document, along with the attached Service Level Agreement (SLA) and NDA, forms the complete agreement for the engagement of the Financial Analyst in India Bangalore.

For and on behalf of Meridian Capital Advisory Pvt. Ltd. (Buyer)

Name: Rajesh Kumar Nair

Designation: Chief Financial Officer

Signature: ___________________________

Date: 14 June 2025

Place: India Bangalore

For and on behalf of Apex Talent Solutions LLP (Vendor)

Name: Priya Venkatesh

Designation: Managing Partner

Signature: ___________________________

Date: _______________

Place: India Bangalore

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