Financial Analyst

The Financial Analyst will be an integral member of the finance team, responsible for preparing monthly investor MIS reports, analyzing missed payments on various payment platforms, and managing client invoices and subscriptions. The ideal candidate should possess strong financial analysis skills and a basic understanding of SQL to support data extraction and manipulation.

Key Responsibilities:

• Monthly Investor MIS Reporting
  Prepare and distribute comprehensive monthly MIS reports for investors.
  Analyze financial data to derive insights and provide actionable recommendations.
  Ensure the accuracy, completeness, and timeliness of financial reports.

• Payment Platforms Analysis
  Monitor various payment platforms to identify and analyze missed payments.
  Investigate and resolve payment discrepancies and issues.
  Collaborate with finance and customer service teams to improve payment processes.

• Client Invoices and Subscription Management
  Manage the entire invoicing process, ensuring accurate and timely billing of clients.
  Monitor client subscriptions, handle renewals, cancellations, and related queries.
  Assist in developing and enforcing billing policies and procedures.

• Financial Analysis and Reporting
  Conduct financial analysis to support business decision-making.
  Prepare financial forecasts, budgets, and variance analyses.
  Generate ad-hoc financial reports as needed.

• SQL and Data Management
  Use SQL to extract, manipulate, and analyze financial data.
  Maintain and update financial databases, ensuring data integrity and accuracy.
  Support data-driven decision-making through accurate data management.

• Collaboration and Communication
  Work closely with cross-functional teams, including finance, IT, and customer service.
  Communicate financial insights and recommendations clearly to stakeholders.
  Support various finance team projects and initiatives.

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Proven experience as a Financial Analyst or in a similar role within a finance team.
• Strong knowledge of financial analysis, reporting, and data management.
• Basic SQL skills for data extraction and manipulation.
• Proficiency in Microsoft Excel and other financial software.
• Excellent analytical and problem-solving abilities.
• Strong attention to detail and accuracy.
• Effective communication and interpersonal skills.
• Ability to work independently and as part of a team.

Scope of Work:

• Monthly Investor MIS Reporting
  Compile and analyze financial data from various sources.
  Prepare detailed monthly MIS reports for investors.
  Review and interpret financial statements and key metrics.

• Payment Platforms Analysis
  Monitor payment platforms to track and analyze missed payments.
  Conduct root cause analysis to identify payment issues.
  Recommend and implement improvements to payment processes.

• Client Invoices and Subscription Management
  Generate and issue invoices to clients accurately and timely.
  Track client subscription statuses, including renewals and cancellations.
  Address and resolve billing inquiries and issues.

• Financial Analysis and Reporting
  Perform financial analysis to support budgeting and forecasting activities.
  Prepare variance analyses and detailed financial reports.
  Assist in strategic financial planning and decision-making processes.

• SQL and Data Management
  Execute SQL queries to extract and manipulate financial data.
  Maintain financial databases, ensuring data accuracy and integrity.
  Support the finance team with accurate and timely data reporting.

• Collaboration and Communication
  Collaborate with finance and other cross-functional teams.
  Clearly communicate financial findings and recommendations to stakeholders.
  Participate in and support various finance team projects and initiatives.