Finance Analyst supporting the Cost Team in providing accurate reporting and insightful analysis for non - finance stakeholders. Key deliverables include monthly cost reports and forecasts.
About the role
- Financial Analyst supporting finance and sales teams in Mumbai, India. Building dashboards, calculating commissions, and providing insights for accurate forecasting and budgeting.
Responsibilities
- Maintain dashboards showing client trends, sales pipeline, and revenue trends
- Track sales metrics: deals in progress, conversion rates, client acquisition, transaction volumes
- Provide sales teams with regular reports on their performance and pipeline status
- Monitor client activity levels and flag accounts with declining transactions
- Support ad-hoc analysis requests from commercial teams
- Help identify revenue opportunities and risks.
- Calculate monthly/quarterly commission payments for sales teams
- Process affiliate payout calculations and maintain records
- Support the AVP-Finance and Finance Director with pipeline data for budgeting and forecasting
- Reconcile sales data between HubSpot (CRM) and internal database systems
- Track revenue actuals vs. budget and help explain variances
- Maintain accurate documentation of all calculations and methodologies
- Update dashboards with latest data from HubSpot and internal database systems
- Ensure data accuracy and consistency across all reports
- Learn to build new reports and visuals as business needs evolve
- Work with the Engineering and product team on data integration improvements
- Maintain data refresh schedules and troubleshoot any issues
- Document processes and create user guides for stakeholders
- Prepare reports and presentations for Senior Management Team as requested
- Respond to queries from AVP Finance, Finance Director and COO
- Coordinate with CRM, Sales, and Operations teams on data requirements
- Support monthly/quarterly business review meetings with analysis
Requirements
- 2-5 years of experience in finance, accounting, analytics, reporting, or related roles
- Bachelor's degree in Finance, Accounting, Commerce, Data Analytics, or related field
- Strong Proficiency in Excel
- Experience with BI and data visualization tools (Power BI, Tableau, or similar).
- Strong understanding of financial statements, KPIs, and performance metrics.
- Attention to detail and accuracy in calculations
- Analytical mindset with problem-solving ability
- Strong written and verbal communication skills
- Ability to work independently and meet deadlines
- Comfortable working with numbers and data.
- Knowledge of SQL, Python, or similar analytical tools is a plus.
- Exposure to CRM systems (HubSpot, Salesforce, etc.)
- Previous experience in fintech, banking, or payments
- Understanding of sales processes and commission structures
Benefits
- Opportunity to learn and develop new skills
- Quarterly team celebrations
- Attractive Employee Private Health
- 25 days annual leave
- Compulsory Birthday off
- ESOP Participation
- 2 days annually to volunteer for an initiative or charity
- Annual company Unplugged Week
- Be part of a fast-growing, internationally recognised business shaping the future of alternative banking
- Deliver impact across a global client base with the autonomy and support to do meaningful work
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
Finance Executive managing daily operations and managing accounting functions for Love, Bonito's growth. Ensuring compliance, financial reporting, and best practices for efficiency.
Assistenz im Bereich Finance & Financial Regulation bei Bird & Bird in Frankfurt am Main. Unterstützung des Teams durch Korrespondenz, Terminmanagement und Rechnungslegung.
Senior Consultant in Financial Risk Management supporting clients with complex projects in insurance and banking sectors. Utilizing quantitative methods and AI - driven techniques for effective risk and data analysis.
Join PwC's Corporate Finance team as an intern, gaining experience in mergers and acquisitions and financial modelling. Collaborate with industry leaders in New Zealand's top - performing finance team.
Global Senior Finance Manager overseeing global finance for a multinational manufacturing group. Requires strong background in manufacturing finance and Big 4 experience.
Graduate role in KPMG’s Deal Advisory team supporting M&A and investment decisions for New Zealand businesses. Opportunities for growth through collaborative projects and a strong support network.
Project Intern in Finance Derivatives supporting Cargill's operations in Bangalore. Gaining exposure to global commodity markets and derivatives operations within a dynamic trading environment.
Finance Analyst managing financial closing processes and compliance with regulations. Collaborating with internal audits and ensuring data integrity for financial statements.
Assistant Director managing programs for financial stability and housing access at Granite United Way. Collaborating with community partners to alleviate housing insecurity and promote economic mobility.