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Financial Planning Analyst
Job Title:
Financial Planning Analyst
Job Description:
Unlock the next billion. Did you know that IDfy has verified more than 100m profiles around the world? In the next 2 years, we want to touch a billion users. If you wish to be part of this journey filled with lots of action and learning, we welcome you to be part of the team!
IDfy builds products on cloud-based technologies that run mission-critical functions at large organizations and rapidly growing start-ups. Our technologies run customer onboarding processes for Banks like HDFC Bank, build delivery networks of e-commerce majors like Amazon and Zomato, drive financial inclusion for Paytm and BharatPe, and safeguard the likes of Dream11 and MPL from fraud and money laundering. We have more than 800 customers worldwide.
Experience Range:
2 - 6 years
Educational Qualifications:
-B.Com in Commerce, and MBA/PGDM Finance,
Job Responsibilities:
1. Analyze financial and business data to provide insights to the management at product/ segment/
client level.
2. Develop, Maintain, and Operate dashboards to help with business planning and forecasting.
3. Gross margin calculation and analysis at segment/ product/ client level.
4. Conduct reviews and evaluations for cost-reduction opportunities.
5. Execute value-added analysis and provide decision support for special projects and initiatives.
6. Work with business operations, and other key stakeholders to generate requested reporting output.
7. Assist in developing finance and business presentations and related supporting materials.
8. Undertake competitor analysis from time to time.
9. Help with preparation for special transactions such as fundraising, mergers, acquisitions, etc.
10. Understand existing processes and suggest potential avenues for automation/standardization.
client level.
2. Develop, Maintain, and Operate dashboards to help with business planning and forecasting.
3. Gross margin calculation and analysis at segment/ product/ client level.
4. Conduct reviews and evaluations for cost-reduction opportunities.
5. Execute value-added analysis and provide decision support for special projects and initiatives.
6. Work with business operations, and other key stakeholders to generate requested reporting output.
7. Assist in developing finance and business presentations and related supporting materials.
8. Undertake competitor analysis from time to time.
9. Help with preparation for special transactions such as fundraising, mergers, acquisitions, etc.
10. Understand existing processes and suggest potential avenues for automation/standardization.
Skills Required:
Finance, Finance Analyst,
Candidate Attributes:
1. CA/ MBA (Finance) Fresher or with 1-2 years of post-qualification experience
(preferably in a FinTech/ SaaS)
2. Good hands-on experience with MS Excel and MS Powerpoint.
3. Good communication and interpersonal skills.
4. Ability to work in a fast-paced and dynamic environment.
5. Strong analytical skills and an eye for detail.
(preferably in a FinTech/ SaaS)
2. Good hands-on experience with MS Excel and MS Powerpoint.
3. Good communication and interpersonal skills.
4. Ability to work in a fast-paced and dynamic environment.
5. Strong analytical skills and an eye for detail.
Job Code: KL-GY2DQ6RK
About Us
Eliminate Fraud. Establish Trust.
IDfy is an Integrated Identity Platform offering products and solutions for KYC, KYB, Background Verifications, Risk Mitigation, Digital Onboarding and Digital Privacy.
We establish trust while delivering a frictionless experience for you, your employees, customers and partners.
Only IDfy combines enterprise-grade technology with business understanding and has the widest breadth of offerings in the industry.
With more than 12+ years of experience and 2 million verifications per day, we are pioneers in this industry.
Our clients include HDFC Bank, Induslnd Bank, Zomato, Amazon, PhonePe, Paytm, HUL and many others.
We have successfully raised $27M from Elev8 Venture Partners, KB Investment, and Tenacity Ventures!
IDfy is an Integrated Identity Platform offering products and solutions for KYC, KYB, Background Verifications, Risk Mitigation, Digital Onboarding and Digital Privacy.
We establish trust while delivering a frictionless experience for you, your employees, customers and partners.
Only IDfy combines enterprise-grade technology with business understanding and has the widest breadth of offerings in the industry.
With more than 12+ years of experience and 2 million verifications per day, we are pioneers in this industry.
Our clients include HDFC Bank, Induslnd Bank, Zomato, Amazon, PhonePe, Paytm, HUL and many others.
We have successfully raised $27M from Elev8 Venture Partners, KB Investment, and Tenacity Ventures!
Why Us?
At IDfy, you will work on the entire end-to-end solution rather than a small cog of a giant wheel.
Thanks to our problem-centric approach, one in which we find the right technology to solve a problem rather than the other way around, you will always be working on the latest technologies.
You should be sold by now, but if you're not, here's some more. You'll have the chance to brainstorm in bean bags, strategise over foosball, and collaborate with a crew that's as quirky as it is brilliant.
Thanks to our problem-centric approach, one in which we find the right technology to solve a problem rather than the other way around, you will always be working on the latest technologies.
You should be sold by now, but if you're not, here's some more. You'll have the chance to brainstorm in bean bags, strategise over foosball, and collaborate with a crew that's as quirky as it is brilliant.
