We are looking for a meticulous and analytical Financial Analyst to join our team. This role will support decision-making workflows by performing financial modeling, analyzing financial data, reconciling and creating intelligent reports. The ideal candidate has strong analytical skills, a comprehensive understanding of financial concepts, and is adept at using financial tools and software.
Key Responsibilities:
• Conduct detailed financial analysis to build, test and support business products.
• Develop and maintain financial models to project results, including but not limited to valuations, cash flow, and balances.
• Analyze current and past financial data, identifying trends and variances; be able to perform reconciliations and suggest product and workflow improvements.
• Prepare comprehensive reports, presentations, and dashboards for senior management, outlining key results and metrics.
• Capable of performing investigations on results and community effectively with clients
• Collaborate with cross-functional teams, especially software engineering team to evaluate and improve products and processes.
• Assist in preparing financial presentations for internal and external stakeholders.
Qualifications and Skills:
• Bachelor’s degree in Finance, Accounting, Economics, Mathematics, Statistics, or related field.
• Preferred - 1+ year of experience as a financial analyst or in a similar role.
• Strong analytical and quantitative skills, with proficiency in financial modeling.
• Proficient in Microsoft Excel, other MS Office Suite tools (Word, PowerPoint, Email) and financial and operational software.
• Knowledge of accounting principles and financial statements.
• Excellent written and verbal communication skills, with the ability to present complex data clearly.
• Strong attention to detail, time management skills, and the ability to meet deadlines.
Skills Required
- Bachelor’s degree in Finance, Accounting, Economics, Mathematics, Statistics, or a related field
- At least 1 year of experience as a financial analyst or in a similar role
- Strong analytical and quantitative skills
- Proficiency in financial modeling
- Proficiency in Microsoft Excel and other Microsoft Office tools, including Word and PowerPoint
- Experience with financial and operational software
- Knowledge of accounting principles and financial statements
- Excellent written and verbal communication skills
- Strong attention to detail and time management skills
- Ability to meet deadlines and present complex data clearly
What We Do
Actlogica builds software for Wealth Management and Insurance industries. FinFlo Enterprise - is first such product built by Actlogica. It is a wealth management tool for portfolio analytics and reporting. An advanced portfolio performance engine allows wealth managers, RIAs, CFAs, CFPs, IFAs, PMS managers and AMCs to get insights into investment portfolios. Contact us at 8978322900 to find out more about what Actlogica can do for you.

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