Financial Analysis

financial analysis

As a Financial Analyst in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. You will serve as a liaison between Firm-wide P&A, lines of business, Functional Finance teams, and other support teams. You will provide impactful reporting, planning, and insightful analyses, accurately align costs incurred while providing internal services to intended beneficiaries, and perform detailed quantitative analysis. You will also design analytical frameworks to forecast key account performance and profitability promoters, create and enhance multi-year financial models, and partner with leadership to set ambitious yet achievable financial targets.

Job Responsibilities

• Analyze financial data and provide insights.


• Serve as a liaison between Firm-wide P&A, lines of business, Functional Finance teams, and other support teams to deliver impactful reporting, planning, and analyses.


• Align costs incurred while providing internal services to intended beneficiaries accurately.


• Perform detailed quantitative analysis and design analytical frameworks to forecast key account performance and profitability drivers, improving forecasting methodologies.


• Create, maintain, and enhance multi-year financial models for the business, assessing the impact of strategic decisions and trade-offs on the P&L.


• Partner with leadership to set ambitious, achievable financial targets tied to long-term goals.


• Provide informative business financial information and coordinate business financial planning and budget management.


• Partner effectively with finance, marketing, technology, and business teams.


• Present results and recommendations clearly and concisely.

Required qualifications, capabilities, and skills

• CFA/CMA/CA/MBA (Finance)


• Minimum 1 year experience in an analytical and financial role and should have worked on Banking products


• Excellent communication (verbal and written) skills


• Superior financial modelling acumen


• Proficiency in Microsoft Office (especially Excel and PowerPoint)


• Experience in using Data extraction and Data analysis tools like SAS/SQL/R/Python

Preferred qualifications, capabilities, and skills

• Knowledge of Tableau and Alteryx


• Experience in discounted cash flow valuation a plus


• Should be flexible to work in EMEA shifts

financial analysis

As a Financial Analyst in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. You will serve as a liaison between Firm-wide P&A, lines of business, Functional Finance teams, and other support teams. You will provide impactful reporting, planning, and insightful analyses, accurately align costs incurred while providing internal services to intended beneficiaries, and perform detailed quantitative analysis. You will also design analytical frameworks to forecast key account performance and profitability promoters, create and enhance multi-year financial models, and partner with leadership to set ambitious yet achievable financial targets.

Job Responsibilities

• Analyze financial data and provide insights.


• Serve as a liaison between Firm-wide P&A, lines of business, Functional Finance teams, and other support teams to deliver impactful reporting, planning, and analyses.


• Align costs incurred while providing internal services to intended beneficiaries accurately.


• Perform detailed quantitative analysis and design analytical frameworks to forecast key account performance and profitability drivers, improving forecasting methodologies.


• Create, maintain, and enhance multi-year financial models for the business, assessing the impact of strategic decisions and trade-offs on the P&L.


• Partner with leadership to set ambitious, achievable financial targets tied to long-term goals.


• Provide informative business financial information and coordinate business financial planning and budget management.


• Partner effectively with finance, marketing, technology, and business teams.


• Present results and recommendations clearly and concisely.

Required qualifications, capabilities, and skills

• CFA/CMA/CA/MBA (Finance)


• Minimum 1 year experience in an analytical and financial role and should have worked on Banking products


• Excellent communication (verbal and written) skills


• Superior financial modelling acumen


• Proficiency in Microsoft Office (especially Excel and PowerPoint)


• Experience in using Data extraction and Data analysis tools like SAS/SQL/R/Python

Preferred qualifications, capabilities, and skills

• Knowledge of Tableau and Alteryx


• Experience in discounted cash flow valuation a plus


• Should be flexible to work in EMEA shifts