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.
