Financial Analyst

Responsibilities:

• Financial Statement Analysis:

  Read, interpret, and analyze financial statements (Balance Sheets, Income Statements, Cash Flow Statements, notes, and disclosures) across industries such as Banking, Corporate, Non-Banking Financial Institutions, Insurance, Leasing, and Investment Funds.

• Financial Spreading:

  Spread financial statements into IRP using sector-specific templates and guidelines with a high degree of accuracy and completeness.

• Data Entry:

  Create new companies in iPortal and iDesk and input investee company information into associated systems.

• Collaboration:

• Work closely with  stakeholders, including Investment Officers and the Client Center of Excellence (COE) team, to ensure seamless communication and timely deliverables.
• Communicate directly with staffs via email or Microsoft Teams to seek clarifications and incorporate feedback into data entry.

• Knowledge Sharing:

  Contribute to knowledge management by documenting best practices, and developing expertise in industry financials and GAAPs.

• Flexibility:

  Work in rotational shifts to meet the needs of global operations across multiple time zones.

• Additional Tasks:

  Perform other tasks related to operations as requested by the  Project manager.

Languages

Tasks will be performed in English and, where applicable, in foreign languages such as Portuguese, Spanish, French, Chinese, and/or Arabic (see Role Table for specifics).

1. SKILLS / EXPERIENCE REQUIRED

Skills:

• Accounting Expertise:

• Demonstrate a strong understanding of accounting terminologies, financial concepts, ratio analysis, and covenant compliance.
• Exhibit knowledge of accounting standards, including IFRS, India GAAP, and working knowledge of US GAAP and other emerging market GAAPs.

• Audit Interpretation:

  Interpret audit opinions and identify potential red flags raised by external auditors.

Qualifications:

• Bachelors or Master’s degree in accounting, finance, or business.
• Minimum of 2 years of experience in financial statement analysis and spreading financial data into standardized templates.
• Proficiency in Microsoft Excel, Word, Google Sheets, and other productivity tools.
• Familiarity with financial spreading tools such as Moody’s (FACT, Credit Lens), Actico, Baker Hill, CRISIL, or similar platforms.
• Excellent oral and written communication skills in English.
• Additional certification on IFRS and languages (French, Portuguese, Spanish, Arabic and Chinese) is an added advantage