Financial Analyst - BFSI (3-18 yrs)

Profile Understanding :

Financial Analyst :

Job description :

Responsibilities :

- Preparation/Review of monthly/quarterly/annual Financials (P&L, Balance Sheet and Statement of Cash Flows).

- Responsible for filing and submitting financial surveys globally accurately and timely.

- Advise and provide solutions to improve the current systems and process.

- Responsible for coordinating with global teams and processes for collecting and entering data in surveys.

- Supporting preparation of monthly JV entry process for multiple countries.

- Preparing and supporting reconciliations of accounts and finding the variances wherever applicable.

- Managing and supporting as admin the accesses of the share point globally.

- Should be able to work under minimal supervision and manage the work assigned.

- Perform inter-system reconciliation, track funds and make sure they are applied to appropriate transactions.

- Liaising with agents/counter parties/clients to solve queries and discrepancies related to the process.

- Timely escalating outstanding issues to Client Working in teams.

- Handling different stages of life cycles of financial products.

- These stages can be KYC, reference data management, legal docs, loans, portfolio reconciliation, document capture, system reconciliation, pre and post settlements, brokerage functions, drafting, confirmations of trade, corporate actions, tax operations.

- Timely escalations of outstanding issues to clients.

- Preparing internal and client reports as per process requirements.

- Partner with Risk and Finance teams on cross-enterprise strategic initiatives by driving key analytics to inform business decisions

- Drive awareness of data / insights / market / portfolio trends across businesses and proactively identify opportunities for analysis

- Develop skills; mining and analysing data to identify credit risk and collections opportunities across portfolios to enhance margins, either through revenue generation or expense reduction (primarily via SQL)

- Provide thought leadership on projects across the Global Risk Finance organisation to help AXP meet its long-term growth targets

- Evaluate Risk projects that span multiple businesses and produce cost/benefit analysis to inform prior prioritisation of investment dollars.

The key skills required for this role are :

- Bachelors/Master's Degree required.

- Proficient in Microsoft Excel and data management

- Demonstrated creative and critical thinking skills

- Able to work on multiple projects simultaneously

- Strong communication and presentation skills