Financial Analyst- Investor Relations
4 weeks ago
POSITION DESCRIPTION
JOB TITLE
Financial Analyst
GRADE
SM
DEPARTMENT
F & A
LOCATION
HO
SUB-DEPARTMENT
TYPE OF POSITION
Full-time
REPORTS TO
National Manager – Financial Planning
REPORTING INTO
NA
ROLE PURPOSE & OBJECTIVE
Responsible to prepare the long term business plans, business strategy, yearly business budget & forecasts in collaboration with the Business teams.
SIZE OF THE ROLE
FINANCIAL SIZE
NON-FINANCIAL SIZE
- CAPEX / OPEX Budgets resting with the role
- Total Buying / Procurement
- Total Revenue
- Portfolio Managed
- Number of vendors / consultants
- Number of portfolio products
- Volume of products and services
- Quantity of equipment / stocks / projects / etc.
- Credit files received / underwritten
- Volume of new hires onboarded
- Volume of recruitment etc.
KEY DUTIES & RESPONSIBILITIES OF THE ROLE
Business/ Financials
- Industry Analysis and Competitor Study: Conducting a competitor study and industry analysis in partnership with sales and marketing team to gather relevant information for business strategy and plan formulation. Tracking the competitor closely and proposing key take away for Ujjivan.
- Business Planning and Budgeting: Preparing the long term business plans, business strategy, yearly business budget & forecasts in collaboration with the Business teams.
- Tracking of Business & Revenues: Publishing and analyzing relevant dashboards highlighting the performance of the business against the target/budget. Analyzing the performance of the different business units and highlighting the performers and non-performers. Assist business leaders in developing an action plan for the non-performers. Track revenues.
Customer
- Attend and assist to any related queries for customers
- Must have fair understanding of Taxation laws & should assist in interpretation of law to drive projects that has an impact on the Bank / it’s businesses
- Must be able to guide Operations, IT, Business teams for any needful actions to be undertaken pursuant to any new requirements / changes in existing requirements per laws
Internal Process
- Process Improvement: Understanding the current processes followed by the bank and suggest improvement to develop efficiency. Also developing and reviewing new business processes as per the strategic goals of Ujjivan.
- Cost Management and Cost Control: Tracking the costs of various verticals against budget and performing the variance analysis. Also suggesting alternatives to optimize the costs incurred to improve profitability.
Learning & Innovation
- To keep oneself up to date on relevant laws
- To complete all online learning modules on time
- To complete the self-assessment on time
- MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS
Educational
Qualifications
MBA(Finance)/ CA/ CFA
Experience
Minimum 1 year experience in financial analysis or Investor Relations in a Bank/Financial Institution/ advisory firm
Certifications
NA
Functional Skills
Strong accounting & tax background
Fair Understanding of Taxation laws (Income Tax & GST)
Expert in handling voluminous data & hands on experience with MS Office
Behavioral Skills
Adequate analytical skills
Keen learning ability
Strong verbal and written communication
Time Management skills
Crisis Management skills
Strong negotiation skills
Competencies Required
Planning & Organizing
Driving Execution
Collaboration
KEY INTERACTIONS
INTERNAL
EXTERNAL
Business / Product team
Operations team
IT team
Finance & Accounts team
Audit team
Risk team
Income Tax Department
GST Department
Customers
Vendors
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