Senior Financial Analyst

Job description

About FintechOS

FintechOS is a technology company that lets financial institutions adapt to rapidly changing customer expectations and match the speed and flexibility of fintech start-ups with personalized products and services, in weeks rather than months or years.

Product overview

The FintechOS platform is a collection of technologies that allow financial services companies to roll-out end to end hyper-personalised customer journeys, services and products.

Some of these technologies include:

  • Our Evolutive Data Core integrates data from legacy systems as well as external data streams and enriches it to create data-driven products and customer journeys.
  • The Fintech Innovation Studio brings Customer Experience managers, data scientists and product managers together. It’s a place where everyone can build new products and services, even if they don’t know how to code.
  • The FintechOS AppStore includes over 30 pre-built banking and insurance customer journeys and digital launchpads. All open for anyone to deploy and customise so our clients can hit the market fast.


We are currently looking for a Senior Financial Analyst that will have the following responsibilities:

  • Perform financial forecasting, reporting, and operational metrics tracking
  • Analyze financial data and create financial models for decision support
  • Report on financial performance and prepare for regular leadership reviews
  • Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements
  • Work closely with the accounting team to ensure accurate financial reporting
  • Evaluate financial performance by comparing and analyzing actual results with plans and forecasts
  • Guide the cost analysis process by establishing and enforcing policies and procedures
  • Provide analysis of trends and forecasts and recommend actions for optimization
  • Recommend actions by analyzing and interpreting data and making comparative analyses; study proposed changes in methods and materials
  • Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and Excel dashboards
  • Increase productivity by developing automated reporting/forecasting tools
  • Perform market research, data mining, business intelligence, and valuation comps
  • Maintain a strong financial analysis foundation creating forecasts and models
  • Proficiency with Microsoft Excel is mentioned in virtually any financial analyst job description; familiarity with data query/data management tools is extremely helpful (Access, SQL, Business Objects)

Key Responsibilities

  • Grow financial performance through analysis of financial results, forecasts, variances, and trends
  • Create recommendations to be presented to management and executives
  • Develop financial models to support valuation, planning, and forecasting
  • Aid in the capital budgeting and expenditure planning processes
  • Reconcile existing transactions through cross-referencing of incoming and outgoing data
  • Conduct comparables analysis and market research to support internal financial analysis
  • Maintain up-to-date technical knowledge of financial instruments, market conditions, and trends

Job requirements

Experience and qualities we are looking for:

  • 5+ years of business finance or other relevant experience
  • High proficiency in financial modeling techniques
  • Strong fluency with Excel formulas and functions
  • Strong analytical and data gathering skills
  • Good business acumen
  • Ability to streamline functions and passion to learn and grow
  • Strong interpersonal skills, including written and oral communication skills
  • Comfort dealing with ambiguity and the ability to work independently
  • Experience working with, and presenting to, senior executives
  • Excellent communication and presentation skills; be comfortable interacting with executive-level management
  • Strong financial modeling experience