
Senior Financial Data Specialist
2 weeks ago
This role involves analyzing and spreading financial statements, ensuring data accuracy, and leveraging automation tools to enhance operational efficiency.
- Review and interpret financial statements, including balance sheets, profit & loss statements, cash flow statements, tax filings, and bank statements for entities across the US, Canada, and Europe.
- Utilize automation tools to manage financial data, process case files, and handle workflows in Excel or internal portals.
- Conduct external research to verify entity authenticity and assess financial health.
- Maintain and update trackers, reports, MIS, and templates to ensure operational efficiency.
- Collaborate with internal teams (Technology, Management) and clients to ensure smooth operations and data integrity.
- Adapt to multiple processes and step in where needed to support business requirements.
- Bachelors degree (B.Com, BA, B.Sc) required; MBA/M.Com with finance knowledge preferred.
- 0 to 3 years of relevant experience.
- Strong understanding of financial statements and ability to assess an entity's financial health from a credit risk perspective.
- Proficiency in MS Office (Excel, Word, PowerPoint) and ability to work with data, extract insights, and handle unstructured environments.
- Excellent written and verbal communication skills with the ability to create presentations for executive audiences.
- Should be open for flexible / rotational working hours.
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