Financial Analyst

The Role

The Financial Analyst will be an important member of the Group Shared Services (GSS) finance team, based in India and reporting to the Senior Financial Analyst/Senior Finance Business Partner. This role will provide analytical and operational support to the finance function, delivering accurate financial analysis, reporting, and insights that support business performance and decision-making.

The Financial Analyst will work closely with various stakeholders across GSS to gather financial data, prepare reports, and support the financial planning processes. They will be responsible for maintaining financial models, conducting variance analysis, and preparing presentations that help the leadership team understand financial performance and trends.

This is an excellent opportunity for a finance professional looking to develop their career in a dynamic, global organization, with exposure to technology operations and opportunities to work on diverse financial projects.

Key Responsibilities

Financial Planning & Analysis Support

• Support the monthly, quarterly, and annual financial planning and forecasting processes for GSS
• Prepare financial reports and presentations highlighting key performance indicators, trends, and variances
• Maintain and update financial models and forecasts based on inputs from business stakeholders
• Conduct detailed variance analysis to identify and explain differences between actual and planned performance
• Assist in the preparation of budget documentation and financial projections

Business Performance Reporting

• Prepare regular performance reports for the GSS leadership team and finance stakeholders
• Monitor key business metrics and flag significant variances or emerging trends
• Create data visualizations and dashboards to enhance financial reporting and insights
• Support ad-hoc reporting requests from senior management and business partners

Financial Analysis

• Conduct financial and operational analysis to support business decision-making
• Analyze cost structures and identify opportunities for cost optimization
• Support the evaluation of business cases and investment proposals with financial modeling and analysis
• Assist in profitability analysis across different projects, clients, and service lines
• Research and analyze financial data to provide insights on business performance

Commercial Support

• Assist in the financial assessment of new client opportunities and strategic initiatives
• Support pricing analysis and commercial evaluations for business proposals
• Help prepare business cases with financial projections and return on investment analysis
• Contribute to revenue recognition activities and ensure compliance with accounting standards

Process Support & Collaboration

• Support the implementation and improvement of financial processes and controls
• Ensure accuracy and integrity of financial data across reporting systems
• Collaborate with the wider FNZ Finance team on group-wide initiatives and reporting requirements
• Assist in month-end and quarter-end close activities as required
• Participate in special projects and continuous improvement initiatives

The Person

The ideal candidate will be a detail-oriented finance professional with strong analytical skills and a keen interest in supporting business growth through financial insights. They will be proactive, curious, and eager to learn, with the ability to work effectively both independently and as part of a team. They will also:

• Hold a Bachelor's degree in Commerce, Finance, Accounting, Business Administration, or related field
• Have 4-6 years of relevant finance experience, preferably in FP&A, business finance, or financial analysis roles
• Professional qualification (CA/CPA/ACCA/CMA) completed or in progress is preferred
• Possess strong financial modeling and analytical skills with advanced Excel proficiency
• Have experience in financial planning, forecasting, and variance analysis
• Demonstrate good understanding of financial statements and accounting principles
• Show strong attention to detail with excellent accuracy in financial work
• Have good communication skills with the ability to present financial information clearly
• Be comfortable working with cross-functional teams and supporting multiple stakeholders
• Show ability to work in a fast-paced environment and manage competing priorities
• Have experience with financial systems and ERP platforms (SAP, Oracle, or similar)
• Technology sector or operations finance experience is a plus but not essential

The Competencies

Analytical Skills

• Strong analytical and problem-solving abilities with attention to detail
• Ability to work with large datasets and extract meaningful insights from complex financial information

Business Acumen

• Understanding of business drivers and their financial impact
• Interest in learning about technology operations and how finance supports business objectives

Communication

• Clear written and verbal communication skills
• Ability to explain financial concepts to non-finance stakeholders in a simple manner

Collaboration

• Team player with ability to build positive working relationships
• Willingness to support colleagues and contribute to team success

Technical Skills

• Advanced Excel skills including pivot tables, formulas, and data analysis
• Proficiency with financial modeling and data visualization tools
• Adaptability to learn new systems and technologies

Professional Approach

• Proactive and self-motivated with strong work ethic
• Reliable and committed to delivering quality work on time
• Continuous learning mindset with eagerness to develop new skills

Benefits

FNZ offers a competitive compensation package, comprehensive benefits, and excellent opportunities for career development and growth in a dynamic, global organization committed to transforming the wealth management industry. We foster an inclusive culture where innovative thinking is valued and diverse perspectives are embraced.

About FNZ

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. 

We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. 

We partner with the world’s leading financial institutions, with over US$2.2 trillion in assets on platform (AoP).
Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.