Strategic Financial Analyst

7 days ago


Mumbai, Maharashtra, India beBeeFinance Full time ₹ 1,20,00,000 - ₹ 2,40,00,000
About this role:

You will work as a strategic thinker to drive solutions in financial analysis. This is a key position in our finance team, where you will define, refine, and deliver set goals for our organization.

As an Associate in our Global Private Bank (GPB) team, you will develop a deep understanding of the GPB's portfolio, analyze trends, and identify business drivers to support informed management decision-making. Your contributions will be instrumental in shaping the strategic direction and success of our organization.

Your responsibilities will include:

- Managing weekly/monthly/quarterly and annual reporting for GPB business, which includes key business metrics such as Revenues, Balances, Flows, HC, Advisor, and Client details.

- Participating in the global annual planning process for revenues and flows, which involves financial modeling, coordinating and consolidating submissions from CFO teams, and preparing management presentations.

- Preparing ad-hoc analyses and review decks for management meetings and strategic reviews using Tableau/Alteryx, Databricks, ThoughtSpot as the primary tool.

Required skills and qualifications:

- A minimum of CA or an MBA in Finance is required.

- Strong quantitative, analytical, and problem-solving skills with the ability to use the latest data analysis and visualization tools like Tableau, Alteryx, Python, Advanced excel, etc.

- Prior experience with tools like Hyperion Essbase, SQL, MS Access, ThoughtSpot, Databricks.

- The ability to comprehend and clearly communicate complex concepts and maintain composure in a large group setting with multiple stakeholders.

- Excellent organizational, management, and communication skills with the ability to build strong partnerships with colleagues/stakeholders and think strategically.

Benefits of working with us:

- We are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.

- We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.

- We are an equal opportunity employer and place a high value on diversity and inclusion at our company.

We look forward to hearing from you.

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