Job Summary

The Financial Analyst supports financial planning, reporting, and analysis activities within a financial services environment. This role focuses on data-driven insights, forecasting, and performance analysis to support business and leadership decision-making.

Key Responsibilities

• Prepare and analyze monthly, quarterly, and annual financial reports
• Support budgeting, forecasting, and variance analysis
• Analyze financial performance, trends, and key metrics
• Assist with management reporting and dashboard preparation
• Collaborate with accounting, operations, and business stakeholders
• Support regulatory, audit, and compliance-related reporting as needed
• Maintain financial models and ensure data accuracy

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 2–5 years of experience in financial analysis or related roles
• Strong Excel skills (pivot tables, VLOOKUP/XLOOKUP, financial modeling)
• Experience working with large data sets and financial systems
• Strong analytical, problem-solving, and communication skills

Preferred Qualifications

• Experience in banking, insurance, asset management, or fintech
• Exposure to forecasting, profitability analysis, or regulatory reporting
• Familiarity with ERP or financial reporting tools