PayTabs Global | Financial Planning Analyst | chennai
2 weeks ago
Summary/ Objective
We are seeking a detail-oriented and analytical Analyst to join our corporate development team. This role will focus on management reporting, business planning, supporting fundraising efforts, and special projects. The ideal candidate should have a strong background in financial analysis, reporting, and data interpretation, along with a passion for contributing to the financial goals and strategic vision of the organization.
Roles and Key KPIs
- Collaborate with various finance and business teams to gather relevant financial data and business insights. Also responsible for report designs, creation and dissemination of relevant reports to management
- Develop, analyze, and present monthly, quarterly, and annual financial reports to support management decision-making.
- Create and maintain dashboards to track key unit economics and performance indicators (KPIs) and visualize trends.
- Be an integral part of preparation of budgets, forecasting, strategic planning, and variance analysis ensuring alignment with business goals.
- Collaborate with the team to develop financial presentations and materials for potential investors and stakeholders.
- Prepare relevant financial reports for supporting investor relations efforts
- Provide data-driven guidance to leaders on company's financial performance, major investments and new growth opportunities
- Support the implementation of internal controls and best practices to mitigate risks associated with financial operations
- Communicate findings and recommendations clearly to both financial and non-financial stakeholders.
Competencies
- Excellent knowledge of Microsoft Excel and Microsoft PowerPoint. Familiarity with data analytics & visualization tools (Power BI/ Tableau) will be a bonus. In-depth financial acumen, including the ability to understand financial statements, financial ratios, and business KPIs.
- Sound understanding financial modelling and valuation
- Excellent analytical skills, logical and presentation skills
- Exceptional interpersonal skills with a proven ability to communicate effectively and build relationships with various stakeholders.
- Payment/ Fintech experience preferred but not mandatory
Preferred Education and skills
- Master’s degree in finance, accounting, economics, or a related field. MBA preferred. CA or CFA qualification would be plus.
- Minimum of 2-3 years of work experience in investor relations, corporate development, management consulting, or a related field within the venture capital, private equity, or transaction advisory services.
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