Finance Analyst

*About FNZ *
FNZ is a global platform provider in the wealth management sector, partnering with over 650 of the world's leading financial institutions and over 8,000 wealth management firms. With over 5,000 employees in 24 countries, FNZ's mission is to open-up wealth, empowering all people to create wealth through personal investment, aligned with things they care about the most, on their own terms.

FNZ combines technology, infrastructure and investment operations in a single state-of-the-art platform that frees its institutional customers to create hyper-personalized and innovative products and services, that are seamlessly aligned with the needs of their clients. To date, FNZ has enabled over 20 million people, from all wealth segments, to invest in an effective, simple and transparent way, making wealth management accessible to everyone.

The Role
The Financial Analyst will support the Technology and Operations Delivery (TxOD) division, based in India and reporting to the CFO/CPO of TxOD. This role offers an excellent opportunity for a finance professional early in their career to develop business partnering skills while gaining exposure to strategic financial planning and analysis in a technology-focused environment.

The Financial Analyst will work closely with operational teams to provide financial support and analysis, contributing to business decision-making through data-driven insights. This role will involve developing financial models, supporting budgeting processes, and helping to translate financial information into actionable business recommendations.

This position is ideal for someone looking to transition from traditional finance roles into a more strategic business partnering function, with opportunities to learn from senior stakeholders and gain exposure to complex technology and operations challenges.

*Key Responsibilities
Financial Analysis & Reporting *

• Support the development of monthly, quarterly and annual financial reports for TxOD leadership
• Prepare variance analysis and commentary on financial performance against budget and forecasts
• Assist in creating presentations for senior management, highlighting key trends and performance indicators
• Maintain and update financial dashboards and KPI tracking systems

Business Support & Planning

• Support the annual budgeting process by coordinating inputs from operational teams
• Assist in developing and maintaining financial forecasts and projections
• Provide financial analysis to support business cases and investment decisions
• Help evaluate new client opportunities and project profitability

Stakeholder Collaboration

• Work closely with operational managers to understand their business needs and challenges
• Build relationships across the technology and operations teams to gather financial requirements
• Support senior Finance Business Partners in stakeholder meetings and business reviews
• Communicate financial insights effectively to non-financial team members

Process Improvement

• Assist in identifying opportunities to streamline financial processes and reporting
• Support the implementation of new financial systems and tools
• Help maintain financial controls and ensure compliance with company policies
• Contribute to best practice initiatives across the finance function

Commercial Analysis

• Support analysis of pricing strategies and cost optimization opportunities
• Assist with revenue recognition analysis for complex technology projects
• Help evaluate vendor contracts and service agreements from a financial perspective
• Contribute to profitability analysis across different business segments

The Person
We are looking for an ambitious finance professional with 2-5 years of experience who is eager to develop their career in a technology-focused business partnering role. The ideal candidate will have strong analytical skills, excellent attention to detail, and the ability to build effective working relationships across different teams.

*Essential Requirements: *

• Bachelor's degree in Finance, Accounting, Economics, Business Administration or related field
• 2-5 years of experience in finance, preferably in financial planning & analysis, commercial finance, or similar roles
• Strong Excel skills and experience with financial modeling
• Excellent analytical and problem-solving abilities
• Strong communication skills with the ability to explain financial concepts to non-financial stakeholders
• Proactive approach and ability to work independently while seeking guidance when needed

*Preferred Experience: *

• Master's degree in Finance, Business Administration or related field (nice to have)
• Experience in technology companies, software firms, or fintech organizations
• Previous exposure to banking or financial services industry
• Experience with financial systems (SAP, Oracle, or similar ERP systems)
• Knowledge of budgeting and forecasting processes
• Understanding of revenue recognition principles

*Key Competencies: *

• Analytical Thinking: Ability to analyze complex data and identify trends and insights
• Business Curiosity: Interest in understanding how technology and operations drive business outcomes
• Collaboration: Strong interpersonal skills and ability to work effectively in cross-functional teams
• Communication: Clear and concise communication style, both written and verbal
• Adaptability: Comfortable working in a fast-paced, changing environment
• Detail Orientation: High level of accuracy and attention to detail in financial analysis
• Learning Agility: Eagerness to learn new skills and take on increasing responsibilities

*What We Offer *

• Career Development: Structured learning path with mentoring from senior finance professionals
• Technology Exposure: Opportunity to work closely with cutting-edge technology and operations teams
• Global Perspective: Exposure to international business operations and diverse markets
• Professional Growth: Clear progression opportunities within the finance function
• Collaborative Culture: Work alongside talented professionals in an inclusive, innovative environment

Why This Role?
This position offers an excellent steppingstone for finance professionals looking to move into strategic business partnering roles within the technology sector. You'll gain valuable experience in financial modeling, stakeholder management, and commercial analysis while working with some of the most innovative teams in the wealth management technology space.

FNZ offers a dynamic, global environment where your contributions will directly impact the business while providing extensive opportunities for professional development and career advancement.

About FNZ
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth's growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.7 trillion in assets under administration (AUA).
Together with our customers, we help over 26 million people from all wealth segments to invest in their future.