Financial Analyst – BFSI

Dotflick Solutions; India; On-site; INR 600,000 - 800,000; Full time

Job summary

A leading financial services firm in India seeks a Financial Analyst to prepare and review financial statements and improve systems. Candidates should possess a degree and be proficient in Microsoft Excel, with strong analytical and communication skills. The role involves coordinating data collection across global teams and developing insights to enhance financial operations.

Qualifications

• Proficient in Microsoft Excel and data management.
• Demonstrated creative and critical thinking skills.
• Able to work on multiple projects simultaneously.

Responsibilities

• Prepare and review monthly/quarterly/annual financials.
• Advise and provide solutions to improve current systems.
• Coordinate with global teams for data collection.

Skills

Financial analysis

Data management

Critical thinking

Communication skills

Presentation skills

Education

Bachelors/Master’s Degree

Tools

Microsoft Excel

Job description

Overview

Profile Understanding : Financial Analyst :

Job description :

Responsibilities

• Preparation/Review of monthly/quarterly/annual Financials (P&L, Balance Sheet and Statement of Cash Flows).
• Responsible for filing and submitting financial surveys globally accurately and timely.
• Advise and provide solutions to improve the current systems and process.
• Coordinate with global teams and processes for collecting and entering data in surveys.
• Support preparation of monthly JV entry process for multiple countries.
• Prepare and support reconciliations of accounts and identify variances where applicable.
• Manage and support as admin the accesses of the SharePoint globally.
• Ability to work under minimal supervision and manage the work assigned.
• Perform inter-system reconciliation, track funds and ensure they are applied to appropriate transactions.
• Liaise with agents/counterparties/clients to resolve queries and discrepancies related to the process.
• Timely escalation of outstanding issues to Client Working in teams.
• Handle different stages of life cycles of financial products, including KYC, reference data management, legal docs, loans, portfolio reconciliation, document capture, system reconciliation, pre and post settlements, brokerage functions, drafting, confirmations of trade, corporate actions, tax operations.
• Timely escalations of outstanding issues to clients.
• Prepare internal and client reports as per process requirements.
• Partner with Risk and Finance teams on cross-enterprise strategic initiatives by driving key analytics to inform business decisions.
• Drive awareness of data / insights / market / portfolio trends across businesses and proactively identify opportunities for analysis.
• Develop skills; mine and analyse data to identify credit risk and collections opportunities across portfolios to enhance margins, either through revenue generation or expense reduction (primarily via SQL).
• Provide thought leadership on projects across the Global Risk Finance organisation to help AXP meet its long-term growth targets.
• Evaluate Risk projects that span multiple businesses and produce cost/benefit analysis to inform prior prioritisation of investment dollars.

Qualifications

• Bachelors/Master’s Degree required.
• Proficient in Microsoft Excel and data management.
• Demonstrated creative and critical thinking skills.
• Able to work on multiple projects simultaneously.
• Strong communication and presentation skills.