Quotation Estimate Financial Analyst in Sri Lanka Colombo –Free Word Template Download with AI

This Quotation Estimate is issued by Strategic Talent Solutions (Pvt) Ltd to formally outline the professional fees, scope of engagement, and associated terms for the recruitment, placement, and onboarding of a qualified Financial Analyst to be based in Sri Lanka Colombo. This document serves as a comprehensive financial proposal that details all costs, deliverables, and conditions governing the engagement. The Quotation Estimate has been prepared in accordance with the prevailing labour market conditions, regulatory requirements, and industry standards applicable to the Financial Analyst role within the Sri Lanka Colombo metropolitan area.

The Financial Analyst position, as defined in this Quotation Estimate, encompasses the following core responsibilities and deliverables to be performed in Sri Lanka Colombo:

• Preparation and maintenance of monthly, quarterly, and annual financial reports in compliance with Sri Lankan Accounting Standards (SLFRS) and International Financial Reporting Standards (IFRS).
• Conducting variance analysis, budget forecasting, and cash flow projections for the client organisation operating out of Sri Lanka Colombo.
• Performing cost-benefit analyses, investment appraisals, and capital expenditure evaluations to support strategic decision-making.
• Managing financial modelling in Excel, SAP, or equivalent ERP systems to track key performance indicators (KPIs) and financial health metrics.
• Coordinating with internal audit, tax advisory, and external auditor teams registered with the Institute of Chartered Accountants of Sri Lanka (CA Sri Lanka).
• Providing ad-hoc financial insights, board presentations, and management reports to senior leadership based in Sri Lanka Colombo.
• Ensuring full compliance with the Companies Act No. 07 of 2007, the Income Tax Act, and relevant regulations enforced by the Colombo Stock Exchange (CSE) where applicable.

The Financial Analyst proposed under this Quotation Estimate shall meet the following minimum qualifications and experience criteria, tailored to the demands of the Sri Lanka Colombo financial services sector:

• Bachelor's degree in Finance, Accounting, Economics, or a related discipline from a recognised university in Sri Lanka or internationally.
• Professional certification: CA Sri Lanka, ACCA, CFA (Level II or above), or equivalent qualification.
• Minimum 4 to 7 years of progressive experience in financial analysis, corporate finance, or investment banking within the Sri Lanka Colombo market.
• Proficiency in advanced Excel (VBA, Power Query), financial modelling tools, and at least one ERP platform (SAP, Oracle, or Microsoft Dynamics).
• Strong command of English (written and verbal) and working knowledge of Sinhala or Tamil for local stakeholder communication in Sri Lanka Colombo.
• Demonstrated ability to interpret complex financial data, identify trends, and present actionable recommendations to C-suite executives.

The following table constitutes the detailed financial breakdown of this Quotation Estimate for the Financial Analyst engagement in Sri Lanka Colombo. All amounts are stated in Sri Lankan Rupees (LKR) unless otherwise indicated.

• This Quotation Estimate is valid for a period of thirty (30) calendar days from the date of issue. Beyond this period, all rates and terms are subject to re-evaluation based on prevailing market conditions in Sri Lanka Colombo.
• Payment terms: 50% advance payment upon acceptance of this Quotation Estimate, and the remaining 50% upon successful onboarding of the Financial Analyst and completion of the 30-day integration period.
• The Financial Analyst shall be engaged on a full-time, permanent basis with a standard 40-hour work week (Monday to Friday, 8:30 AM to 5:30 PM) as per the Employment Act of Sri Lanka.
• A replacement guarantee of ninety (90) days is provided. Should the Financial Analyst resign or be terminated within this period, a replacement candidate will be sourced at no additional recruitment fee.
• All personal data collected during the recruitment process shall be handled in strict compliance with the Personal Data Protection Act No. 9 of 2022 of Sri Lanka.
• This Quotation Estimate does not constitute a binding contract until formally signed and stamped by both parties. The definitive service agreement shall be executed within seven (7) business days of acceptance.
• Any disputes arising from this engagement shall be resolved through arbitration in Sri Lanka Colombo in accordance with the Arbitration Act of Sri Lanka.

By signing below, both parties acknowledge and agree to the terms, conditions, and financial obligations outlined in this Quotation Estimate for the Financial Analyst engagement in Sri Lanka Colombo.