Financial Research Analyst

Dear Candidate,

We hope you are doing well. Narvee Technologies Pvt Ltd is currently hiring for multiple IT and Non-IT positions and aim to fill them as soon as possible. If you have good communication skills and relevant technical expertise, we warmly invite you to attend a face-to-face interview at our Hyderabad office.

Priority Roles (Urgent Hiring):

• Accountant (1-4) Yrs of experience

• Loan Recovery Officer / Sales Executive / Collection Agents / Executive (District-wise hiring) - Remote / Freelancing / On-site opportunities - Preferred locations: Siddipet, Kamar eddy, Karimnagar, Nizamabad, Armoor (Not mandatory)

• Chit Fund Administrator – 2+ years of experience

• Bench Sales Recruiter – 0-4 years of experience (Night shift, Very Very Urgent)

• Financial Analyst – 1–5 years of experience (Preferred: CA / CMA / MBA (Finance) / CFA. Freshers with M. Com, B. Com, or HR Finance backgrounds encouraged).

IT / Software Developer Roles:

Kindly request you to apply in the below link and you will receive a call as soon as possible from us. https://jobs.narvee.com

Office Address:

Aditya Trade Center, 4th Floor, Office No. 404, Ameerpet, Hyderabad

Scope of Contribution

1. Fundraising Readiness and Investment Story

•  Support a structured fundraising-readiness plan across business, product, financial, market, investor, and documentation workstreams.

•  Help organise investor-ready information and identify missing evidence, inconsistent assumptions, or incomplete documentation.

•  Develop a strong working understanding of Humvia, its intended users, business context, launch priorities, and commercial potential.

•  Help articulate the problem, target customer, value proposition, market opportunity, business model, differentiation, and growth possibilities in clear investor language.

•  Maintain evidence supporting the investment narrative and update it as the product, traction, customer feedback, or business assumptions evolve.

2. Investor Research, Mapping, and Prioritisation

•  Research venture capital funds, angel investors, family offices, strategic investors, micro-VCs, and other relevant capital sources.

•  Study investment thesis, preferred stage, geography, sectors, cheque size, portfolio, recent investments, and relevant decision-makers.

•  Identify investors relevant to AI, SaaS, HRTech, WorkTech, enterprise technology, future of work, or adjacent categories where appropriate.

•  Segment investors by priority, strategic relevance, warm-introduction potential, stage fit, and future-round relevance.

•  Map possible introduction routes and prioritise quality of investor fit over the size of the database.

3. Financial Modelling and Fundraise Economics

•  Support revenue, customer growth, pricing, cost, headcount, operating expense, cash-flow, burn, runway, and scenario modelling.

•  Help distinguish actuals, assumptions, estimates, and management targets clearly within working models.

•  Build or update conservative, base, and growth scenarios where required.

•  Support analysis of capital requirement, expected runway, milestone planning, and use of funds.

•  Check formulas, assumptions, and source data before information is used in investor materials.

4. Pitch Deck and Investor Materials

•  Support preparation and refinement of the investor pitch deck, company profile, Humvia narrative, market analysis, business model, and financial views.

•  Assist with traction dashboards, competitive landscapes, use-of-funds views, product roadmaps, founder information, and investor FAQs.

•  Maintain clean version control across investor materials and ensure the latest approved version is identifiable.

•  Help ensure investor-facing claims are evidence-based, current, and internally consistent.

5. Market, Comparable Company, and Funding Intelligence

•  Research relevant markets, adjacent categories, comparable startups, business models, and funding patterns.

•  Track comparable companies by product, geography, stage, funding raised, investors, customer segment, and strategic relevance.

•  Study recent funding rounds and investor activity to identify useful market signals.

•  Support market-sizing work using transparent sources and assumptions.

•  Convert research into concise insights rather than long collections of unfiltered information.

6. Investor CRM, Outreach, and Founder Preparation

•  Maintain investor records, contact history, introduction paths, meeting status, next actions, and follow-up dates.

•  Capture investor questions, objections, requested information, meeting notes, and agreed next steps accurately.

•  Prepare concise founder briefs covering investor background, fund thesis, portfolio relevance, likely interests, concerns, and desired next step.

•  Support personalised introduction notes, outreach drafts, follow-ups, and warm-introduction requests.

•  Avoid mass templates and generic fundraising spam; research should inform every meaningful investor interaction.

7. Due Diligence and Data Room Support

•  Help maintain an organised index of corporate, financial, product, customer, team, legal, compliance, and other diligence information as required.

•  Check that documents are clearly named, current, appropriately versioned, and easy to retrieve.

•  Track requested information and outstanding documentation during diligence processes.

•  Protect confidential company, financial, investor, employee, customer, and product information at all times.

•  Understand that legal, accounting, valuation, and investment decisions remain with company leadership and qualified professionals.

8. Traction and Investor Metrics

•  Support identification and tracking of metrics that strengthen the Humvia and Humppl investment story.

•  Depending on product stage, this may include sign-ups, active users, activation, engagement, conversion, retention, customer pipeline, revenue, contract value, or product milestones.

•  Help separate vanity metrics from indicators that demonstrate genuine business progress.

•  Maintain consistent metric definitions and document known limitations or changes in methodology.

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:

▌ 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

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

Job Title: Senior Data Analyst

Location: Sharnam Metrolinks, Amraiwadi, Ahmedabad

Working Days: 6 Days a Week

Department: MDO

Reporting To: COO

Employment Type: Full-Time

Job Summary

We are seeking a highly analytical and detail-oriented Senior Data Analyst to lead data management, reporting, automation, and system development initiatives across the organization.

The role focuses on transforming raw data into meaningful insights, designing and implementing automated systems, strengthening data structures, and supporting cross-functional teams with accurate, actionable intelligence to drive strategic and operational business decisions.

Key Responsibilities

1. Data Management & Reporting

● Collect, clean, validate, and consolidate data from multiple internal and external sources.

● Prepare and deliver daily, weekly, and monthly MIS reports for management and departments.

● Design, develop, and maintain dashboards to track KPIs, performance metrics, and operational trends.

2. Database & Data Accuracy Management

● Manage and regularly update internal databases, spreadsheets, and reporting systems.

● Ensure data accuracy, consistency, integrity, and confidentiality across all platforms.

● Implement best practices for data validation, version control, and audit checks.

3. Data Analysis & Business Insights

● Analyze large and complex datasets to identify trends, patterns, gaps, and anomalies.

● Translate data findings into clear, actionable insights and recommendations to support

strategic and operational decision-making.

4. Reporting Automation, System Recommendation & Implementation

● Identify opportunities to replace manual or semi-manual processes with automated, data-driven systems.

● Design and implement automated reporting frameworks, dashboards, and data pipelines using Excel (Power Query, VBA, Macros), SQL, BI tools, and Python.

● Proactively suggest new automation tools, system enhancements, or integrations to

improve efficiency, accuracy, and scalability.

● Lead the end-to-end implementation of approved automation initiatives, including requirement gathering, system design, testing, deployment, and stabilization.

● Continuously monitor and optimize automated systems in line with business growth and evolving data needs.

5. Cross-Functional Coordination & Support

● Collaborate with Sales, HR, Finance, Operations, and other departments to understand

reporting and data requirements.

● Provide support for ad-hoc analysis, custom reports, and special data requests.

● Act as a data partner to department heads for decision support and performance tracking.

6. Documentation & Compliance

● Maintain complete and updated documentation for MIS processes, reports, data models,

automation logic, and system changes.

● Ensure compliance with company data governance policies and applicable data protection standards.

System Development & Data Structuring Responsibilities

● Study and understand departmental workflows to evaluate how data is generated, processed, and utilized.

● Review existing manual and digital data systems to identify operational gaps, risks, and

mprovement opportunities.

● Recommend structured data models, reporting formats, and storage solutions aligned with

business requirements.

● Coordinate with department heads to define data structures, access levels, and reporting

standards.

● Implement new or upgraded data systems (Excel-based models, cloud platforms, ERP

integrations) with minimal operational disruption.

● Design structured data formats and role-based access controls to ensure secure and

organized data management.

● Train employees on newly implemented systems and provide post-implementation

support.

● Monitor system performance, resolve issues, and continuously improve systems based on

user feedback and organizational growth.

Qualifications & Experience

● Bachelor’s degree in Commerce, Statistics, Computer Applications, or a related field.

● 3–5 years of experience in data analytics, reporting, or system automation roles.

● Strong analytical thinking, logical reasoning, and problem-solving abilities.

● High attention to detail with excellent organizational and documentation skills.

Technical Skills (Must Have)

● Advanced Excel: Power Query, Power Pivot, VBA basics, Macros, Charts

● BI Tools: Power BI or Tableau (DAX, data modeling, dashboard optimization)

● Google Apps Script: Automation in Google Sheets, custom functions, triggers, API integrations, workflow optimization

● Vlook

Preferred Skills

● Strong verbal and written communication skills

● Ability to handle sensitive and confidential information responsibly

● Quick learner with a tech-savvy, improvement-driven, and solution-oriented mindset

Navtech is a fast-growing technology company serving clients across the United States, the United Kingdom, and Australia. We work with talented developers, quality engineers, and product managers to deliver impactful technology solutions, with a mission to positively impact over 100 million people worldwide by 2030.

We are looking for a detail-oriented and experienced Accountant to manage our day-to-day accounting operations, financial reporting, taxation, and compliance. The ideal candidate should have strong knowledge of accounting principles, financial regulations, and accounting software, along with the ability to maintain accurate financial records and support business decisions.

Key Responsibilities

• Manage day-to-day accounting transactions, including fixed payments, variable expenses, payroll and bank deposits.
• Prepare budget forecasts and support financial planning.
• Prepare and publish accurate financial statements within stipulated timelines.
• Manage monthly, quarterly, and annual financial closing activities.
• Reconcile accounts payable, accounts receivable, and bank statements.
• Ensure timely processing of vendor payments and other financial obligations.
• Calculate tax liabilities and prepare and file applicable tax returns.
• Maintain and review balance sheets, profit and loss statements, and general ledger accounts.
• Monitor the company’s financial position, liquidity, and cash flows.
• Audit financial transactions, supporting documents, and accounting procedures for accuracy and compliance.
• Maintain the confidentiality and security of financial information and ensure regular data backups where required.
• Ensure compliance with applicable accounting standards, tax regulations, and internal financial policies.

Requirements and Qualifications

• Relevant professional experience working as an Accountant or in a similar accounting role.
• CA/CS qualification is mandatory.
• Strong knowledge of accounting principles, financial reporting, and applicable accounting regulations, including GAAP where relevant.
• Hands-on experience with accounting software such as QuickBooks and FreshBooks.
• Advanced Microsoft Excel skills, including VLOOKUP and PivotTables.
• Experience with general ledger management, account reconciliation, and financial closing processes.
• Strong analytical skills and attention to detail.
• Good organizational, problem-solving, and time-management skills.
• Ability to handle confidential financial information with integrity and professionalism.
• CPA or CMA certification will be an added advantage.

Benefits and Perks

• Yearly Performance reviews and appraisals.
• Competitive compensation package with additional bonuses and benefits.
• Opportunities to work with reputed clients across the US, UK, Europe, and other geographies.
• Medical insurance coverage for employees and their families.
• Opportunity to collaborate with a culturally diverse, cross-functional team.

Why Join Navtech?

At Navtech, you will have the opportunity to contribute to a growing organization, strengthen your financial expertise, and collaborate with teams working on technology solutions for clients across multiple geographies.

If you are passionate about accounting, financial accuracy, and compliance, we would love to hear from you.

We’re looking for a dynamic and driven Data Analyst to join our team of technology enthusiasts. This role is crucial in transforming data into insights that support strategic decision-making and innovation within the insurance technology (InsurTech) space. If you’re passionate about working with data, understanding systems, and delivering value through analytics, we’d love to hear from you.

What We’re Looking For

• Proven experience working as a Data Analyst or in a similar analytical role
• 5+ Years of experience in the field
• Strong command of SQL for querying and manipulating relational databases
• Experience with Power BI for building impactful dashboards and reports
• Familiarity with QlikView and Qlik Sense is a plus
• Ability to communicate findings clearly to technical and non-technical stakeholders
• Knowledge of Python or R for data manipulation is nice to have
• Bachelor’s degree in Computer Science, Statistics, Mathematics, Economics, or a related field
• Understanding of the insurance industry or InsurTech is a strong advantage

What You’ll Be Doing:

• Delivering timely and insightful reports to support strategic decision-making
• Working extensively with Policy Administration System (PAS) data to uncover patterns and trends
• Ensuring data accuracy and consistency across reports and systems
• Collaborating with clients, underwriters, and brokers to translate business needs into data solutions
• Organizing and structuring datasets, contributing to data engineering workflows and pipelines
• Producing analytics to support business development and market strategy