Financial Research Analyst

Job role: FP&A Analyst

Location: Noida, Chennai, India

Employment Type: Full Time with NAM Info Pvt Ltd (Payroll)

Experience: 4+

Job Requirements: Drive end-to-end financial planning, budgeting, forecasting, and scenario analysis to support strategic decision-making across Balance Sheet, P&L, and cost structures.

Key responsibilities:

A. Planning & Budgeting

• Manage driver-based budgeting models

• Consolidate and validate P&L, Balance Sheet, and key ratios

• Support business units in preparing planning submissions and review packs

• Execute cost allocation models, Maintain allocation drivers,

B. Variance Analysis

• Actual vs Budget / Forecast analysis

• MoM and YoY movement analysis

• Cost center-level variance breakdowns

• Volume / rate / mix analysis

C. Forecasting

• Prepare monthly rolling forecasts

• Update outlook based on performance, macro factors, and business inputs

• Maintain driver-based and scenario-integrated forecasting models

D. Scenario Analysis & Stress Testing

• Perform sensitivity and what-if analysis (e.g., NIM, impairments, costs)

• Support regulatory exercises (ICAAP / ILAAP / stress scenarios)

• Quantify capital and liquidity impacts

• Prepare governance & committee packs

E. Governance & Reporting

• Produce segment/customer profitability reports

• Draft variance commentary (templated/automated)

• Highlight key drivers and anomalies

• Prepare Board / ExCo packs

• Identify risks and opportunities in financial plans

• Validate data integrity and consistency across models

Job role: FP&A Analyst

Location: Bangalore, India

Job Requirements: Drive end-to-end financial planning, budgeting, forecasting, and scenario analysis to support strategic decision-making across Balance Sheet, P&L, and cost structures.

Key responsibilities:

A. Planning & Budgeting

• Manage driver-based budgeting models

• Consolidate and validate P&L, Balance Sheet, and key ratios

• Support business units in preparing planning submissions and review packs

• Execute cost allocation models, Maintain allocation drivers,

B. Variance Analysis

• Actual vs Budget / Forecast analysis

• MoM and YoY movement analysis

• Cost center-level variance breakdowns

• Volume / rate / mix analysis

C. Forecasting

• Prepare monthly rolling forecasts

• Update outlook based on performance, macro factors, and business inputs

• Maintain driver-based and scenario-integrated forecasting models

D. Scenario Analysis & Stress Testing

• Perform sensitivity and what-if analysis (e.g., NIM, impairments, costs)

• Support regulatory exercises (ICAAP / ILAAP / stress scenarios)

• Quantify capital and liquidity impacts

• Prepare governance & committee packs

E. Governance & Reporting

• Produce segment/customer profitability reports

• Draft variance commentary (templated/automated)

• Highlight key drivers and anomalies

• Prepare Board / ExCo packs

• Identify risks and opportunities in financial plans

• Validate data integrity and consistency across models

Soft skills:

• Advanced FP&A expertise (Banking preferred)

• Strong understanding of Balance Sheet & Capital metrics

• Financial modelling (driver-based, scenario modelling)

• Knowledge of stress testing frameworks (BoE scenarios preferred)

• Advanced Excel + planning tools (Anaplan, SAP BPC, Hyperion)

Tools / Systems

• Planning tools: Anaplan / BPC / Hyperion/FCSS/ Oracle Fusion

• Excel (advanced modelling)

• BI tools: Power BI / Tableau

Risks & Controls

• Risk: Model inaccuracies → Control: Model validation & reconciliation

• Risk: Data inconsistency → Control: Cross-functional alignment checks

Risk: Regulatory non-compliance → Control: ICAAP/ILAAP validation reviews

Education requirements:

• Chartered Accountant

• Master’s degree in accounting, Finance, Economics, or related field

Certification:

• Anaplan / BPC / Hyperion/FCSS/ Oracle Fusion

• Excel (advanced modelling)

Keyword:

Skills: Data Concepts & Data Modelling~F&A - Financial Planning & Analysis

Experience Required:

We are looking for a detail-oriented and analytical Data Analyst to join our team. The ideal candidate will be responsible for collecting, analyzing, and interpreting data to identify trends, generate insights, and support business decision-making.

The candidate should be comfortable working with large datasets, creating reports and dashboards, and communicating findings clearly to business stakeholders.

Key Responsibilities

• Collect, clean, organize, and analyze data from multiple sources.
• Identify trends, patterns, anomalies, and business opportunities from data.
• Create dashboards, reports, and visualizations for business teams.
• Track and report key performance indicators (KPIs).
• Perform ad-hoc analysis to support business and management decisions.
• Develop and maintain automated reports where possible.
• Work with stakeholders to understand reporting and analytical requirements.
• Ensure data accuracy, consistency, and quality.
• Present analytical findings in a clear and actionable manner.
• Maintain documentation for reports, dashboards, and data processes.

At Nineleaps, we work on bleeding-edge technology with class-leading engineering practices on products that touch the lives of millions of users. We endeavor on doing things the right way, while also promoting a culture of excellence.

About the Role:

We are looking for a Data Analyst with strong analytical and problem-solving skills to transform complex data into meaningful, actionable business insights. The role involves working with large datasets, conducting deep-dive analysis, driving automation, and supporting data-driven product and business decisions.

Key Responsibilities:

• Analyse historical and large datasets to understand data sources, identify trends and patterns, and uncover meaningful insights.
• Write complex SQL queries and leverage Python to perform data analysis, ad hoc investigations, and solve business problems.
• Create reports and translate analytical findings into clear, concise, and actionable recommendations for stakeholders.
• Identify opportunities to drive automation and process improvements, improving efficiency and reducing manual effort.
• Communicate data-driven insights effectively to both technical and non-technical stakeholders in a clear and impactful manner.
• Maintain accurate documentation, ensure high-quality deliverables, and consistently meet defined timelines.

Requirements:

• 3–6 years of experience in Data Analytics, Business Intelligence, Data Engineering, or a similar analytical role.
• Strong hands-on expertise in Python and advanced SQL, with the ability to work with and analyse large datasets.
• Experience working with Google Sheets, and implementing automation through data pipelines or workflows.
• Strong analytical and problem-solving skills, with the ability to interpret complex data and derive actionable insights.
• Excellent communication skills with the ability to effectively present methods, results, and recommendations to stakeholders.
• Ability to collaborate effectively with remote and geographically distributed teams across different time zones.

Company Link: https://www.nineleaps.com/

Company LinkedIn: https://www.linkedin.com/company/nineleaps/

▌ ABOUT BXI WORLD

At BXI (Barter Exchange of India), we have reinvented the age-old concept of bartering for the modern Indian enterprise. We empower businesses to let their goods and services work for them — transforming inventory into a powerful engine for growth. Our digital marketplace connects you with 10+ categories of products and services available for exchange from over 100+ trusted brands. BXI is a business community where reputed organizations join to exchange goods and services, creating a vibrant marketplace where businesses trade without cash.

▌ ABOUT THE ROLE

We are looking for a Finance & Accounts Manager who is not just a numbers person, but a strategic finance partner who can drive analytical rigour, compliance, and financial excellence across BXI. You will own FP&A, MIS, P&L, and ensure our financial operations are audit-ready and growth-aligned — with specific exposure to fintech product workflows.

▌ KEY SKILLS

 FP&A  |   MIS  |   P&L Management  |   Financial Accounting  |   Audit & Compliance  |   KYC & Onboarding  |   Fintech  |   Analytical Thinking 

▌ WHAT YOU'LL DO

•    Lead FP&A (Financial Planning & Analysis) — budgeting, forecasting, and variance analysis

•    Prepare and present MIS reports — timely, accurate, and decision-ready

•    Own P&L management — monitor performance, flag risks, and drive cost efficiencies

•    Manage financial accounting including ledgers, reconciliations, and month-end close

•    Support brand KYC and onboarding processes as relevant to fintech compliance

•    Lead audit readiness and ensure compliance with all regulatory and statutory requirements

•    Liaise with online product teams for finance integration in fintech workflows

•    Drive analytical insights from financial data to support leadership decision-making

•    Coordinate with auditors, banks, and regulatory bodies as required

▌ WHAT WE'RE LOOKING FOR

•    3+ years of experience in finance and accounts, preferably in fintech or tech-driven companies

•    Strong expertise in FP&A — financial modelling, budgeting, and forecasting

•    Hands-on experience in MIS preparation and P&L management

•    Solid understanding of financial accounting principles and practices

•    Prior exposure to online product environments in fintech is highly preferred

•    Working knowledge of brand KYC, onboarding compliance, and audit processes

•    High analytical acumen — ability to interpret data and communicate insights clearly

•    Proficiency in accounting software and MS Excel (advanced level)

•    Inter CA / MBA Finance / CMA preferred

Who We Are

YourDOST is one of India’s leading emotional wellness organisations. We help corporates, colleges, and government institutions build healthier and more resilient communities through counselling, assessments, self-help tools, training, and organisational insights.

Since 2014, we have partnered with 500+ organisations, including CK Birla Group, UpGrad, IIT Madras, IIT Delhi, and IIM Bangalore, and supported over 20 lakh Indians.

Learn more at www.yourdost.com.

About the Role

We are looking for a Product Analyst / Business Analyst who can use data and structured thinking to support product decisions and execution.

You will work closely with Product, Technology, Design, and business teams to analyse product performance, translate requirements into user stories, support releases, and identify opportunities for improvement.

What You Will Do

• Analyse user behaviour, funnels, engagement, retention, and other product metrics.
• Build dashboards and convert data into clear, actionable insights.
• Translate business requirements into user stories, workflows, and acceptance criteria.
• Work with Product, Technology, and Design teams during planning and development.
• Conduct UAT, identify edge cases, and validate releases.
• Measure the impact of product changes and recommend improvements.
• Conduct competitor, market, and customer research.
• Use AI and no-code tools to improve research, analysis, and workflows.

Who Can Apply

• 1–3 years of experience in Product Analysis, Business Analysis, Product Operations, or Data Analysis.
• Strong analytical and problem-solving skills.
• Advanced knowledge of Excel or Google Sheets.
• Working knowledge of SQL and BI tools such as Power BI, Tableau, Looker Studio, or Metabase.
• Familiarity with product analytics tools such as Mixpanel, GA4, or Amplitude.
• Experience creating user stories, acceptance criteria, and conducting UAT.
• Ability to work effectively with Product and Technology teams.
• Strong attention to detail and communication skills.
• Startup experience and an interest in mental health or consumer technology are a plus.

Why Join Us

• Work at the intersection of product, data, and business.
• Directly influence product decisions through analysis and insights.
• Get end-to-end exposure to building, launching, and improving products.
• Work on products that meaningfully impact people’s well-being.

Job Details

Location: HSR Layout, Bengaluru

Employment Type: Full-time

Work Mode: Onsite

Working Days: Five days a week

Job Description –Executive Assistant (Finance)

Position Title: Executive Assistant (Finance)

Location: Mumbai

Department: Finance

Reports to: CFO

Role Overview

The role will function as a strategic project management partner to the CFO, driving execution of key initiatives, strengthening business finance coordination, and ensuring alignment across group entities. The incumbent will be responsible for driving execution discipline, ensuring cross-functional alignment, and delivering strategic priorities on time, while enabling data-driven decision-making and robust performance tracking at a group level.

Key Responsibilities

1. Project Management (Finance & Business Initiatives)

• Drive and track key finance and cross-functional projects across the group.
• Develop project plans, timelines, and milestones for strategic initiatives.
• Monitor progress, identify risks, and ensure timely execution.
• Coordinate with stakeholders to resolve bottlenecks and drive accountability.
• Maintain project dashboards and status reports for leadership review.
• Proactively raise red flags in case there is a major devitation

2. Business & Finance Coordination

• Act as a central coordination point between finance, manufacturing, HR,compliance and leadership teams.
• Ensure alignment of financial plans with business objectives across Diamond & Jewellery divisions.
• Facilitate seamless flow of information across departments for decision-making.
• Support implementation of group-level finance initiatives and policies. Coordinate with various teams for financial data consolidation.
• Ensure timely availability of financial information for management reviews.
• Drive compliance coordination by liaising with internal stakeholders, external consultants, and auditors to ensure adherence to regulatory requirements

3. Group Alignment & Governance

• Ensure alignment of common goals and priorities across divisions.
• Track key business metrics and performance indicators at a group level.
• Support leadership in driving standardization of processes and reporting across entities.
• Follow up on action items from leadership meetings and ensure closure.

4. Management Reporting & MIS

• Prepare and consolidate group level monthly MIS, financial dashboards, and management reports.
• Analyze revenue trends, cost structures, margins, and working capital. Present financial insights to support business strategy and operational decisions.
• Improve reporting structures and financial analytics
• Provide actionable insights for leadership decision-making.
• Ensure accuracy and timeliness of financial and business reporting.

5. Process Improvement & Automation

• Identify and eliminate process inefficiencies, duplication of work, and manual dependencies across finance and business teams.
• Implement SOPs (Standard Operating Procedures) for key finance and cross-functional processes.
• Drive automation of recurring reports and workflows
• Drive process standardization across finance and business functions.
• Identify opportunities for automation and efficiency improvement.

6. Special Projects & Business Analysis

• Work on special finance projects such as cost optimization, profitability improvement, and financial restructuring.
• Conduct data-driven analysis to support new business initiatives.
• Support leadership in strategic financial planning and decision-making.

Key Skills & Competencies

• Strong knowledge of financial reporting and analysis
• Advanced financial modelling and analytical skills
• Ability to translate financial data into strategic insights
• Strong stakeholder management and coordination skills
• High level of confidentiality and professionalism
• Advanced proficiency in Excel, PowerPoint, and financial MIS systems
• Experience in SAP and ERP systems

Qualifications & Experience

• CA / MBA (Finance) or equivalent qualification.
• 8-12 years of experience in finance, financial planning & analysis, or consulting
• Experience in manufacturing / trading / diamond or jewelry industry preferred

Key Responsibilities

• Collect, consolidate and manage data from various internal systems, SaaS platforms, CRM/ERP modules, logs, and databases.
• Generate daily, weekly, monthly, and ad-hoc MIS reports and dashboards for operations, sales, finance, customer-support or other relevant teams.
• Use advanced Excel to build, maintain, and manage complex spreadsheets — including pivot tables, VLOOKUP / HLOOKUP / INDEX-MATCH, SUMIF/COUNTIF, conditional formatting, charts/graphs, macros/VBA (if needed) to automate routine reporting tasks.
• Validate and clean data — ensure data integrity, consistency; identify and rectify discrepancies or anomalies.
• Collaborate with cross-functional teams (product, operations, support, finance, sales) to understand their data/reporting needs and deliver appropriate reports/insights.
• Provide ad-hoc data analysis or custom reporting as required by management or US stakeholders.
• Maintain documentation of reporting processes, data definitions/SOPs, report templates, and standard workflows.
• Ensure timely delivery of reports — especially considering night-shift schedule — so that US-based stakeholders receive data at start of their business day.
• Identify opportunities for process improvement and automation to make MIS reporting more efficient and reliable.

Required Skills & Qualifications

• Bachelor’s degree (in IT, Computer Science, Business, Statistics, or related field) or equivalent.

• Strong proficiency in Microsoft Excel — including advanced formulas/functions (VLOOKUP/HLOOKUP/INDEX-MATCH), pivot tables, charts/graphs, conditional formatting, data cleaning, data validation.
• Ability to build and maintain dashboards/reports; comfortable using Excel for recurring and ad-hoc reports.
• Strong analytical and problem-solving skills; ability to work with large datasets, identify trends, anomalies, and draw insights.
• Good communication skills — ability to coordinate with different teams/stakeholders, understand requirements, and present data/insights clearly.
• Readiness for night-shift work from office; ability to work independently, meet deadlines and manage time effectively.

About the Role

Work at the intersection of business and technology, supporting operations, data analysis, automation, and digital tools to improve efficiency and growth. 

 Responsibilities 

• Support business operations using tech tools (Excel, CRM, dashboards)  
• Analyze data and generate insights for decision-making  
• Assist in automation workflows and process improvements  
• Coordinate between tech and business teams  
• Help in implementing digital solutions and tools  

 Skills Required 

• Basic knowledge of Excel / Google Sheets  
• Good analytical and problem-solving skills  
• Understanding of business processes  
• Interest in technology and automation  

 Details 

• Duration: 3–6 months  
• Mode: Remote  
• Certificate + PPO based on performance 

Position: MIS Executive

Experience: 1–2 Years

Industry: Finance / Banking / NBFC

Employment Type: Full-Time

Job Summary

We are looking for a detail-oriented MIS Executive to manage reporting, data analysis, and business information. The ideal candidate should have a Commerce/Finance background with strong Excel and coordination skills.

Key Responsibilities

·        Prepare and maintain daily, weekly, and monthly MIS reports.

·        Collect, analyze, and validate business data.

·        Maintain Excel-based reports and dashboards.

·        Perform data reconciliation and identify discrepancies.

·        Coordinate with internal teams for timely data collection.

·        Provide accurate reports and insights to management.

·        Maintain proper records and documentation.

Requirements

·        Graduate, preferably B.Com / Finance / Commerce.

·        1–2 years of relevant experience in Finance, Banking, or NBFC.

·        Good knowledge of MS Excel and basic accounting.

·        Understanding of banking/financial products.

·        Strong communication, coordination, and analytical skills.

·        High attention to detail and ability to meet deadlines.

To Apply

HR Swati