Financial Operations Analyst

Teamware Solutions

2 - 4 years

4 - 5 Lacs

bengaluru mumbai (all areas)

Posted:1 week ago| Platform:

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Skills Required

client reporting financial products financial reporting excel email management power bi fixed income

Work Mode

Work from Office

Job Type

Full Time

Job Description

Location:

Role Overview

Reporting & Financial Operations Analyst

Key Responsibilities

Prepare and deliver periodic reports to internal and external clients, ensuring accuracy and timeliness.
Manage and respond to queries and data requests from stakeholders.
Maintain task lists and coordinate with teams responsible for sourcing data or generating reports.
Track deliverables against defined deadlines, ensuring no lapses occur.
Follow the maker-checker process for all deliverables with strict accuracy standards.
Conduct periodic risk, issue, and exception reporting for senior management.
Participate in functional projects and process improvement initiatives.
Coordinate with IT teams for enhancements, issue resolution, or development needs related to reporting tools.

Skills & Competencies

Technical Skills

Well versed with MS Office Outlook (Email Management), Word, PowerPoint, and Excel (basic functions, formulas such as Lookup, Pivots, etc.).
SQL and macro writing would be an added advantage.
Basic understanding of financial products, their performance, and cash flows.

Core Competencies

Excellent verbal and written communication skills.
Strong sense of urgency, accountability, and ownership.
Ability to collaborate with teams across off-site/remote locations.
Clear understanding of business requirements and client expectations.

Must-Have Skillset

Strong communication skills (verbal and written).
Basic knowledge of financial markets/products, especially Fixed Income & Asset Management.
Proficiency in MS Office (preferably intermediate, minimum basic).

Good-to-Have Skillset

Experience in client reporting.
Advanced MS Excel proficiency.
Exposure to risk reporting, exception tracking, and operational documentation.

jogamaya.d@twsol.com

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