Purchase Order Financial Analyst in India Mumbai –Free Word Template Download with AI
Procurement of Professional Financial Analyst Services
Operational Jurisdiction: India Mumbai
Issuing Organization (Buyer)
Meridian Capital Advisory Pvt. Ltd.
12th Floor, Trade Tower, BKC
Bandra Kurla Complex, India Mumbai
Maharashtra 400051, India
CIN: U65990MH2019PTC324567
GSTIN: 27AABCM1234F1Z5
Contact: [email protected]
Service Provider (Seller)
Apex Analytics & Consulting LLP
4th Floor, Corporate Avenue, Lower Parel
India Mumbai, Maharashtra 400013
India
LLP Registration: MH-2021-LLP-045678
GSTIN: 27AAKCA5678K1Z2
Contact: [email protected]
| Purchase Order Number: | PO-MCA-2025-00482 |
| Date of Issue: | 15 June 2025 |
| Required Commencement Date: | 01 July 2025 |
| Contract Duration: | Twelve (12) Months, renewable upon mutual agreement |
| Place of Performance: | India Mumbai, Maharashtra, India |
| Payment Terms: | Net 30 days from invoice date |
| Currency: | Indian Rupees (INR) |
| Governing Law: | Laws of India, with jurisdiction in India Mumbai |
This Purchase Order is issued by Meridian Capital Advisory Pvt. Ltd. (hereinafter referred to as the "Buyer") to Apex Analytics & Consulting LLP (hereinafter referred to as the "Seller") for the engagement of a qualified Financial Analyst to provide comprehensive financial analysis, reporting, and advisory services. The Financial Analyst shall be physically stationed and perform all duties at the Buyer's operational office located in India Mumbai, specifically at the Bandra Kurla Complex premises. The scope of this Purchase Order encompasses the full-time professional services of the Financial Analyst for the duration specified herein, with all deliverables to be produced in accordance with Indian accounting standards (Ind AS) and regulatory requirements applicable in India Mumbai.
| S.No. | Service Description | Quantity | Rate (INR) | Amount (INR) |
|---|---|---|---|---|
| 1 | Full-time Financial Analyst engagement – monthly professional fee including salary, statutory benefits, and professional overheads | 12 months | ₹2,85,000.00 | ₹34,20,000.00 |
| 2 | Quarterly financial modeling and valuation reports prepared by the Financial Analyst for internal and board-level review | 4 reports | ₹1,50,000.00 | ₹6,00,000.00 |
| 3 | Monthly variance analysis and budget forecasting deliverables specific to the India Mumbai market operations | 12 reports | ₹75,000.00 | ₹9,00,000.00 |
| 4 | Ad-hoc financial due diligence support for potential acquisitions and partnerships in the India Mumbai region | As required | ₹1,200.00/hr | ₹4,80,000.00 (est.) |
| TOTAL CONTRACT VALUE (Inclusive of all applicable taxes): | ₹54,00,000.00 | |||
The Financial Analyst engaged under this Purchase Order shall perform the following duties at the India Mumbai office premises:
- Prepare and maintain monthly, quarterly, and annual financial statements in compliance with the Companies Act, 2013, and Ind AS standards as applicable in India Mumbai.
- Develop and update financial models for revenue forecasting, capital expenditure planning, and cash flow projections specific to the Buyer's India Mumbai operations.
- Conduct ratio analysis, trend analysis, and peer benchmarking against comparable firms operating in the India Mumbai financial services sector.
- Assist the senior management team in India Mumbai with investment appraisal, project feasibility studies, and strategic financial planning.
- Coordinate with external auditors, tax advisors, and regulatory bodies based in India Mumbai to ensure timely compliance filings.
- Prepare board presentations and investor reports highlighting key financial metrics and performance indicators.
- Monitor and report on foreign exchange exposure, interest rate risk, and market volatility relevant to the India Mumbai business environment.
- Implement and maintain internal financial controls and reporting systems as directed by the Buyer's Chief Financial Officer.
- Commencement and Location: The Financial Analyst shall report for duty at the Buyer's office in India Mumbai on or before 01 July 2025. All services shall be rendered exclusively from the India Mumbai premises unless prior written consent is obtained from the Buyer.
- Payment Schedule: Invoices shall be submitted by the Seller on the last working day of each calendar month. Payment shall be processed within thirty (30) days of receipt of a valid invoice. All payments shall be made via NEFT/RTGS to the Seller's designated bank account in India Mumbai.
- Taxes and Statutory Deductions: All applicable Goods and Services Tax (GST), Professional Tax as levied by the Maharashtra State Government, and any other statutory deductions applicable in India Mumbai shall be borne as per the rates specified in this Purchase Order. The Seller shall issue a valid GST invoice for each payment cycle.
- Confidentiality: The Financial Analyst shall be bound by a strict Non-Disclosure Agreement (NDA) covering all financial data, client information, and proprietary strategies of the Buyer. Breach of confidentiality shall result in immediate termination of this Purchase Order and legal action under the Information Technology Act, 2000, and applicable laws in India Mumbai.
- Performance Standards: The Financial Analyst shall adhere to the performance benchmarks and deliverable timelines set forth in the Service Level Agreement (SLA) annexed to this Purchase Order. Failure to meet agreed KPIs for two consecutive months shall entitle the Buyer to issue a formal notice of deficiency.
- Termination: Either party may terminate this Purchase Order with thirty (30) days' written notice. In the event of material breach, the aggrieved party may terminate immediately upon written notice. Termination shall not affect accrued payment obligations up to the date of termination.
- Dispute Resolution: Any disputes arising out of or in connection with this Purchase Order shall be resolved through arbitration in India Mumbai in accordance with the Arbitration and Conciliation Act, 1996. The seat of arbitration shall be India Mumbai, and the proceedings shall be conducted in English.
- Force Majeure: Neither party shall be liable for delays or failures in performance resulting from events beyond reasonable control, including but not limited to natural disasters, government mandates, or pandemics affecting operations in India Mumbai.
- Intellectual Property: All reports, models, analyses, and work products created by the Financial Analyst under this Purchase Order shall be the exclusive property of the Buyer upon full payment.
This Purchase Order shall become effective upon signature by both parties. The Seller acknowledges receipt of this Purchase Order and agrees to furnish the Financial Analyst services as described herein at the India Mumbai location. By signing below, both parties confirm their acceptance of all terms, conditions, and obligations set forth in this document.
For and on behalf of Meridian Capital Advisory Pvt. Ltd. (Buyer)Name: ______________________________
Designation: Chief Financial Officer
Date: ______________________________
Place: India Mumbai For and on behalf of Apex Analytics & Consulting LLP (Seller)
Name: ______________________________
Designation: Managing Partner
Date: ______________________________
Place: India Mumbai ⬇️ Download as DOCX Edit online as DOCX
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