Financial Analyst na Principal Global Services

Job Description: Financial Analyst for IFS IPT Team

Job Title:

Financial Analyst

Experience:

2–3 Years

Business Unit:

ITES

Location:

Pune

Role Overview:

We are seeking a Financial Analyst who can work independently while collaborating with internal stakeholders to deliver high-quality results. The ideal candidate should demonstrate strong attention to detail, be proactive in addressing tasks, and take ownership of responsibilities. They must be able to address questions/issues related to applications as a Subject Matter Expert and effectively communicate with stakeholders. The candidate should also have a positive attitude, strong reasoning and communication skills, and be a team player. Good analytical skills, a research-oriented mindset, and the ability to resolve issues efficiently are essential for this role.

Key Attributes of an Ideal Candidate:

• Attention to Detail: Ensure accuracy, quality delivery, and minimal escalations.
• Proactive Approach: Take ownership of tasks and respond promptly to issues during US non-business hours.
• Technical/Functional Expertise: Should aim to possess in-depth knowledge to handle data analysis, financial modeling, and related systems.
• Adaptability: Willing to work on short- and long-duration projects, quickly upskill, and adopt new tools or technologies.
• Analytical Thinking: Build a holistic understanding of the domain and propose solutions based on trends and insights.
• Collaboration and Communication: Act as a bridge between the US and India teams, ensuring seamless hand-offs and updates.
• Process-Oriented: Follow established workflows, complete documentation, and comply with project execution standards.
• Knowledge Sharing: Support peers and juniors with training, issue resolution, and domain knowledge.
• Industry Awareness: Stay updated on best practices and external technology trends, applying them effectively in the workplace.
• Reliability: Meet stakeholder expectations in terms of quality, timelines, and accountability.

Desired Background, Skills and Qualifications:

• Professional Background: Prior experience working in an insurance company is an added advantageous.
• Education: Bachelor’s degree in Mathematics, Science, Finance, Economics or any related field.
• Positive Attitude: Ability to work under pressure while maintaining a positive and proactive approach.
• Analytical and Research Skills: Strong ability to analyze data, identify issues, and develop solutions.
• Communication Skills: Excellent verbal and written communication to collaborate with stakeholders effectively.
• Technical Proficiency:
• Proficiency in Excel.
• Knowledge of Power BI and SQL (or equivalent database tools), ETL processes, financial modeling and prior coding experience are an added advantage.
• Team Player: Ability to collaborate effectively with peers and juniors.
• Independence: Capability to handle tasks during offshore hours when US offices are closed.
• Domain Software Knowledge: Exposure to ALFA systems or similar tools is a significant plus.

Key Responsibilities:

• Model Configuration and Controls: Configure IFP for each model. Execute run setup and prepare controls and post-run checks.
• Data Input and Updates: Process monthly recurring input updates, including database modifications. Manage additional updates for model valuation enhancements. Perform testing and deviation analysis.
• Reporting and Dashboards: Extract daily and job compute reports. Segment records by model, project, and business unit levels. Publish Power BI dashboards with data segregations for analysis.
• Performance Monitoring: Analyze run times for BU GCM and CFM ETLs. Develop visualizations to monitor metrics and identify optimization opportunities.
• Independent Projects: To work on various independent projects identified from time to time.