21 Financial Advisory jobs in Pakistan

Manager - FAS (Financial Advisory & Services)

We are seeking a competent and dedicated candidate for the position of

Manager

in our

Financial Advisory Services (FAS) Department . Key Responsibilities: Lead and manage audit and accounting assignments for a diverse portfolio of clients. Build and maintain strong client relationships, addressing client needs and ensuring satisfaction. Develop comprehensive audit plans, considering risk assessments and regulatory requirements. Oversee the execution of audit procedures, ensuring adherence to standards and deadlines. Provide leadership and guidance to the FAS team, fostering a collaborative and high-performance environment, conducting performance evaluations, and mentoring team members. Identify and communicate financial and operational insights to clients. Advise clients on best practices for regulatory compliance. Assess and analyze financial and operational risks associated with client engagements. Develop strategies to mitigate risks and enhance risk management processes. Prepare comprehensive audit reports, summarizing findings and recommendations, and present them to clients and stakeholders. Perform any other tasks assigned by the MP as needed. Qualifications:

ACCA/CA/ICMA (Finalist/Qualified) Bachelor's or Master's degree in Accountancy & Finance from a recognized and reputable institution. Experience:

Minimum 5 to 8 years of relevant experience, preferably in a firm or relevant industry. Strong analytical and problem-solving skills. Proficiency in financial reporting, ERP systems, and reconciliation processes. Excellent communication and interpersonal skills. Expertise in MS Office and related financial tools. What’s great about the job? Opportunity to expand your skills, embrace ideas, and grow your career with innovative projects. Work alongside qualified professionals like ACCAs, CAs, CMAs, MBAs, and others in the fields of tax, corporate, and finance. Enjoy a supportive, inclusive environment that values diverse perspectives, creativity, and well-being. Benefit from a comprehensive package that supports your professional and personal growth. What We Offer

Each employee can see the impact of their work and contribute to the company's success. We organize various activities throughout the year, including weekly sports sessions, team-building events, monthly social gatherings, and more. Provident Fund Medical Reimbursement

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Associate Consultant - Financial And Risk Advisory

We provide microfinance services with a focus on empowering women from low-income communities in Pakistan. Some of the key services and milestones include: Our initiatives have played a pivotal role in promoting financial inclusion, gender empowerment, and sustainable microfinance practices in Pakistan. Description : Associate Consultant. Financial and Risk Advisory Job Title:

Associate Consultant. Financial and Risk Advisory Industry:

Microfinance Bank Location:

Lahore Job Type:

Full-time (Permanent) Working Hours:

9:00 Am to 5:00 Pm Working Days:

Mon to Fri (Sat & Sun off) Job Description: Develop organizational and development-level risk registers and assist Chief Risk Officer in developing mitigation strategies in co-ordination with process owners to eliminate residual risk. Conduct regular monitoring of implementation of control recommendations. Monitor key risk indicators on regular basis including review of internal dashboards and industry data. Conduct trend analysis of risk indicators to identify anomalies and unusual patterns and develop heat maps. Assist Chief Risk Officer to prepare presentations for the management and Board Risk Committee. Providing technical advice and guidance to the business on risk management policies, procedures and technology tools. Required Qualification & Skills: MBA, ACCA, ICMA, CA Finalist. Minimum 5 to 7 years of experience in Enterprise Risk Management, preferably within a financial institution or professional services firm. Exposure to process and controls review. Capability to formulate compliance polices, procedures and related documents. Strong project management skills in Microsoft office, especially in Ms. Excel, Word, PowerPoint, Power BI Must have good leadership and collaboration skills. Strong analytical, problem solving and decision-making skills. Open for field travel Other Benefits for All Roles: Provident Fund/EOBI Health Insurance Medical Leaves Paternity leaves Annual loan facility. Exceptional Learning Growth Opportunities. (We are willing to consider any ACCA with 2 years of risk advisory experience.)

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Talent Acquisition | Diversity and Inclusion | HR Generalist | Technical Recruitment | Executive Search

Job Purpose

The Digital Engagement Manager for Wealth Management will be responsible for developing and executing digital engagement strategies to enhance client experiences, increase brand visibility, and drive customer acquisition and retention across all segments in Retail Banking. This role will collaborate and work closely with investment Product team, proposition, marketing, RMs and MarTech to implement comprehensive digital campaigns and initiatives that align with business goals and client needs.

Key result Areas

• Develop and execute comprehensive digital engagement strategies to drive investment penetration and grow new clients and Investment AUMs via digital channels
• Analyze client data to identify trends and insights, creating targeted digital marketing campaigns tailored to mass market, affluent and high-net-worth individuals.
• Oversee the implementation of multi-channel digital campaigns, including EDMs, SMS, Push notification, social media, website content, and paid media.
• Collaborate with Marketing, Relationship Managers and product teams to ensure alignment of digital strategies with business objectives.
• Utilize various digital and analytics tools to track and report on campaign performance, adjusting strategies based on data-driven insights.
• Manage and optimize the firm’s digital presence, including mobile app, online, websites, landing pages, and social media channels.
• Implement a digital wealth engagement engine by integrating technology to enhance user interaction, foster engagement, and deliver personalized experiences across digital platforms
• Identify and leverage emerging digital platforms and technologies to enhance client engagement.

Knowledge, Skills and Experience

• Bachelor’s degree in Marketing, Digital Media, Business Administration, or related field. Master’s degree is a plus.
• 8+ years of experience in digital marketing, preferably in wealth management or financial services.
• Proven experience with Customer Data Platform. Marketing automation tools, and analytics platforms (e.g., Salesforce, HubSpot, Google Analytics).
• Strong analytical skills with the ability to interpret data and make data-driven decisions.
• Excellent communication and interpersonal skills.
• Ability to work collaboratively across departments and manage multiple projects simultaneously.
• Knowledge of financial products and services targeted at high-net-worth individuals is preferred.
• Excellent communication and presentation skills with a high degree of comfort in speaking with senior leaders
• Must be a strong collaborator, team player, and individual contributor
• Strong analytical and quantitative skills
• Passion for innovation and “can do” attitude

Seniority level

• Seniority level Mid-Senior level

Employment type

• Employment type Full-time

Job function

• Job function Marketing and Finance
• Industries Banking

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Looking for a Transition Lead for Finance and Financial Compliance Operations.

Your role and responsibilities

The Transition Lead will be accountable for defining and executing a structured methodology to transition services into the Shared Services model across Finance, HR, IT, and Procurement. This role ensures that transitions are delivered on time, within scope, and with minimal disruption to business operations.

Key Responsibilities:

• Develop and implement a standardized transition methodology applicable across functional domains.
• Define governance structures to monitor progress, resolve escalations, and manage interdependencies.
• Collaborate with Finance, HR, IT, and Procurement leads to assess readiness and design detailed transition plans.
• Oversee end-to-end transition activities, including service mapping, knowledge transfer, and stabilization support.
• Track transition milestones, maintain risk registers, and drive issue resolution.
• Ensure service continuity during transition, with minimal impact on day-to-day operations.
• Report status, risks, and achievements to the Shared Services Steering Committee and senior stakeholders.
• Conduct post-transition evaluations to document lessons learned and optimize future transitions.

Required education

Bachelor's Degree

Preferred education

Master's Degree

Required technical and professional expertise

• Bachelor’s degree in Business, Operations, or relevant field
• 10+ years of experience in leading complex transitions, ideally in a multi-functional Shared Services environment.
• Strong understanding of service delivery across Finance, HR, IT, and Procurement functions.
• Proven ability to manage large-scale, multi-stakeholder transformation programs.
• Excellent communication, planning, and risk management skills.

Preferred technical and professional experience

PMP/PRINCE2 certification preferred.

ABOUT BUSINESS UNIT

IBM Consulting is IBM’s consulting and global professional services business, with market leading capabilities in business and technology transformation. With deep expertise in many industries, we offer strategy, experience, technology, and operations services to many of the most innovative and valuable companies in the world. Our people are focused on accelerating our clients’ businesses through the power of collaboration. We believe in the power of technology responsibly used to help people, partners and the planet.

YOUR LIFE @ IBM

In a world where technology never stands still, we understand that, dedication to our clients success, innovation that matters, and trust and personal responsibility in all our relationships, lives in what we do as IBMers as we strive to be the catalyst that makes the world work better.

Being an IBMer means you’ll be able to learn and develop yourself and your career, you’ll be encouraged to be courageous and experiment everyday, all whilst having continuous trust and support in an environment where everyone can thrive whatever their personal or professional background.

Our IBMers are growth minded, always staying curious, open to feedback and learning new information and skills to constantly transform themselves and our company. They are trusted to provide on-going feedback to help other IBMers grow, as well as collaborate with colleagues keeping in mind a team focused approach to include different perspectives to drive exceptional outcomes for our customers. The courage our IBMers have to make critical decisions everyday is essential to IBM becoming the catalyst for progress, always embracing challenges with resources they have to hand, a can-do attitude and always striving for an outcome focused approach within everything that they do.

Are you ready to be an IBMer?

ABOUT IBM

IBM’s greatest invention is the IBMer. We believe that through the application of intelligence, reason and science, we can improve business, society and the human condition, bringing the power of an open hybrid cloud and AI strategy to life for our clients and partners around the world.

Restlessly reinventing since 1911, we are not only one of the largest corporate organizations in the world, we’re also one of the biggest technology and consulting employers, with many of the Fortune 50 companies relying on the IBM Cloud to run their business.

At IBM, we pride ourselves on being an early adopter of artificial intelligence, quantum computing and blockchain. Now it’s time for you to join us on our journey to being a responsible technology innovator and a force for good in the world.

IBM is proud to be an equal-opportunity employer. All qualifiedapplicants will receive consideration for employment without regard to race,color, religion, sex, gender, gender identity or expression, sexualorientation, national origin, caste, genetics, pregnancy, disability,neurodivergence, age, veteran status, or other characteristics. IBM is alsocommitted to compliance with all fair employment practices regardingcitizenship and immigration status.

OTHER RELEVANT JOB DETAILS

IBM wants you to bring your whole self to work and for you this might mean the ability to work flexibly. If you are interested in a flexible working pattern, please talk to our recruitment team to find out if this is possible in the current working environment.

Job Title

Strategy Consultant - Financial Compliance

Job ID

40557

City / Township / Village

State / Province

Country

Pakistan

Work arrangement

Onsite

Area of work

Consulting

Employment type

Fixed Term (Fixed Term)

Position type

Professional

No Travel

Company

(0104) IBM Italia SPA - Pakistan Branch

Shift

General (daytime)

Is this role a commissionable/sales incentive based position?

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Looking for a Transition Lead for Finance and Financial Compliance Operations. Your role and responsibilities The Transition Lead will be accountable for defining and executing a structured methodology to transition services into the Shared Services model across Finance, HR, IT, and Procurement. This role ensures that transitions are delivered on time, within scope, and with minimal disruption to business operations. Key Responsibilities: Develop and implement a standardized transition methodology applicable across functional domains. Define governance structures to monitor progress, resolve escalations, and manage interdependencies. Collaborate with Finance, HR, IT, and Procurement leads to assess readiness and design detailed transition plans. Oversee end-to-end transition activities, including service mapping, knowledge transfer, and stabilization support. Track transition milestones, maintain risk registers, and drive issue resolution. Ensure service continuity during transition, with minimal impact on day-to-day operations. Report status, risks, and achievements to the Shared Services Steering Committee and senior stakeholders. Conduct post-transition evaluations to document lessons learned and optimize future transitions. Required education Bachelor's Degree Preferred education Master's Degree Required technical and professional expertise Bachelor’s degree in Business, Operations, or relevant field 10+ years of experience in leading complex transitions, ideally in a multi-functional Shared Services environment. Strong understanding of service delivery across Finance, HR, IT, and Procurement functions. Proven ability to manage large-scale, multi-stakeholder transformation programs. Excellent communication, planning, and risk management skills. Preferred technical and professional experience PMP/PRINCE2 certification preferred. ABOUT BUSINESS UNIT

IBM Consulting is IBM’s consulting and global professional services business, with market leading capabilities in business and technology transformation. With deep expertise in many industries, we offer strategy, experience, technology, and operations services to many of the most innovative and valuable companies in the world. Our people are focused on accelerating our clients’ businesses through the power of collaboration. We believe in the power of technology responsibly used to help people, partners and the planet. YOUR LIFE @ IBM

In a world where technology never stands still, we understand that, dedication to our clients success, innovation that matters, and trust and personal responsibility in all our relationships, lives in what we do as IBMers as we strive to be the catalyst that makes the world work better. Being an IBMer means you’ll be able to learn and develop yourself and your career, you’ll be encouraged to be courageous and experiment everyday, all whilst having continuous trust and support in an environment where everyone can thrive whatever their personal or professional background. Our IBMers are growth minded, always staying curious, open to feedback and learning new information and skills to constantly transform themselves and our company. They are trusted to provide on-going feedback to help other IBMers grow, as well as collaborate with colleagues keeping in mind a team focused approach to include different perspectives to drive exceptional outcomes for our customers. The courage our IBMers have to make critical decisions everyday is essential to IBM becoming the catalyst for progress, always embracing challenges with resources they have to hand, a can-do attitude and always striving for an outcome focused approach within everything that they do. Are you ready to be an IBMer? ABOUT IBM

IBM’s greatest invention is the IBMer. We believe that through the application of intelligence, reason and science, we can improve business, society and the human condition, bringing the power of an open hybrid cloud and AI strategy to life for our clients and partners around the world. Restlessly reinventing since 1911, we are not only one of the largest corporate organizations in the world, we’re also one of the biggest technology and consulting employers, with many of the Fortune 50 companies relying on the IBM Cloud to run their business. At IBM, we pride ourselves on being an early adopter of artificial intelligence, quantum computing and blockchain. Now it’s time for you to join us on our journey to being a responsible technology innovator and a force for good in the world. IBM is proud to be an equal-opportunity employer. All qualifiedapplicants will receive consideration for employment without regard to race,color, religion, sex, gender, gender identity or expression, sexualorientation, national origin, caste, genetics, pregnancy, disability,neurodivergence, age, veteran status, or other characteristics. IBM is alsocommitted to compliance with all fair employment practices regardingcitizenship and immigration status. OTHER RELEVANT JOB DETAILS

IBM wants you to bring your whole self to work and for you this might mean the ability to work flexibly. If you are interested in a flexible working pattern, please talk to our recruitment team to find out if this is possible in the current working environment. Job Title Strategy Consultant - Financial Compliance Job ID 40557 City / Township / Village State / Province Country Pakistan Work arrangement Onsite Area of work Consulting Employment type Fixed Term (Fixed Term) Position type Professional No Travel Company (0104) IBM Italia SPA - Pakistan Branch Shift General (daytime) Is this role a commissionable/sales incentive based position?

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About Nakisa

Nakisa stands as a global leader in enterprise business solutions, specializing in Human Resources, Financial Management, and Real Estate. We are dedicated to delivering innovative, forward-thinking, and robust software solutions that propel business strategies forward. Trusted by numerous Fortune 1000 companies, our top-of-the-line solutions have consistently excelled in the market, underscoring our commitment to providing our clients with unparalleled experience.

Our team represents a rich tapestry of cultural and religious backgrounds, making diversity our greatest asset. Unified by our values of Fairness, Integrity, Service, and Humility, we foster an environment where unity and teamwork are our core strengths. At Nakisa, we continuously strive to ensure that these values guide our actions at every level.

As a company, we are in a phase of dynamic growth and prosperity, offering ample opportunities for those who join us on this journey to develop and thrive alongside us. If you are seeking a workplace where your contributions are valued and where you can actively participate in our pursuit of excellence, Nakisa welcomes you with open arms.

We’re recognized as one of the best Canadian employers, having been named one of Montreal’s top employers, as well asone of Canada’s best employers for recent graduates.

Our people and our culture are the key to our success. If you're looking for a workplace that embraces a hybrid work model, values your contributions, and encourages active participation in our pursuit of excellence, Nakisa warmly invites you to join us.

Description

We are looking for an experienced and highly analytical FP&A Analyst based in Pakistan to support our Director of Finance in budgeting, forecasting, reporting, and strategic initiatives. This role will also be actively involved in ERP system implementation and monthly close support. The ideal candidate is detail-oriented, proactive, and comfortable working in a dynamic, international environment.

This is an excellent opportunity to join a global team and work with colleagues across multiple time zones in a fast-growing SaaS environment.

Responsibilities:

Financial Planning & Analysis

• Assist in annual budget preparation, quarterly reforecasting, and long-term financial planning.
• Build and maintain complex financial models and dashboards to support business decisions.
• Analyze actual results vs. budget and forecast; provide variance commentary and insights.
• Monitor key financial and operational metrics and prepare management reports.
  
  

ERP System Implementation

• Support the rollout and implementation of the new ERP system (e.g., NetSuite, Business Central).
• Assist with testing, data validation, and documentation of financial processes and workflows.
• Collaborate with internal and external teams to ensure the system setup aligns with financial reporting needs.
  
  

Month-End & Financial Reporting Support

• Assist with month-end close activities including journal entries, reconciliations, and accruals, as needed.
• Contribute to the preparation of consolidated monthly and quarterly financial packages.
• Liaise with accounting teams to ensure timely and accurate reporting.
• Professional Services reporting
  
  

Ad Hoc Support

• Perform ad hoc analysis, financial modeling, and reporting for various internal stakeholders.
• Support special projects such as pricing analysis, cost optimization, or M&A preparation.
  
  

Qualifications:

• ACCA-qualified or equivalent; a background in Finance, Accounting, or Economics.
• Minimum 5 years of relevant experience in FP&A, corporate finance, or accounting.
• Prior experience with ERP systems a plus.
• Advanced proficiency in Microsoft Excel and Microsoft 365.
• Strong analytical, organizational, and communication skills.
• Comfortable working independently and managing deadlines in a remote setting.
  
  

We are excited to see how you can contribute to Nakisa’s continued success and innovation. If you are passionate about making a difference and ready to take on new challenges, we invite you to apply for this role. At Nakisa, we believe in fostering a supportive and engaging work environment where every team member can thrive and grow. Apply now to join our team and help shape the future of enterprise business solutions.

We look forward to reviewing your application and getting to know you better. #J-18808-Ljbffr

Join to apply for the Financial Planning & Analysis Executive role at Milele

This range is provided by Milele. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Job Purpose: The FP&A Associate will be responsible for data extraction, report generation, and assisting in forecasting and budgeting processes. The role requires close collaboration with various departments to enhance financial planning, improve demand forecasting, and ensure financial data accuracy for strategic decision-making.

Duties and Responsibilities:

• Lead the extraction, organization, and analysis of financial data from multiple sources to drive actionable insights.
• Develop and maintain advanced financial reports, dashboards, and KPIs to support strategic planning and decision-making.
• Provide comprehensive ad-hoc reporting and in-depth data analysis to address complex business challenges across departments.
• Partner with sales and operational teams to enhance demand forecasting accuracy and refine forecasting models.
• Analyze seasonal trends, market dynamics, and business performance to model financial scenarios, assess risks, and identify opportunities.
• Drive the development of long-term financial forecasts and strategic plans to support organizational growth.
• Evaluate supplier performance and negotiate contracts to ensure cost-effective and reliable supply chain operations.
• Work closely with the Sales and Marketing teams to develop and refine pricing strategies that maximize profitability and market competitiveness.
• Conduct profitability analysis by product, customer, and region to inform pricing decisions and business strategy.
• Partner with accounting and audit teams to ensure data accuracy, improve financial reporting processes, and maintain compliance with regulatory standards.
• Collaborate with stakeholders across the organization to align financial planning with overall business objectives.

Skills required:

• Proficiency in Microsoft Excel, Power BI, NetSuite, and SAP.
• Strong analytical and problem-solving skills.
• Ability to work with large datasets and generate meaningful insights.
• Excellent communication and collaboration skills.
• Detail-oriented with strong organizational skills.

Qualifications & Experience:

• Education: MBA in Finance or equivalent.
• Certifications: CFA Level II preferred.
• Experience: Prior experience in FP&A, financial analysis, or related finance roles will be an advantage.

Seniority level

• Not Applicable

Employment type

• Full-time

Job function

• Finance and Sales

Industries

• Motor Vehicle Manufacturing

This job is active and available. Referrals increase your chances of interviewing at Milele by 2x.

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About Us:

We're building a cutting-edge AI-powered financial platform that delivers personalized market insights across stocks, crypto, commodities and personal finance/accounting. Our platform serves everyone from beginners to advanced traders with real-time analysis and actionable intelligence. We're looking for a Senior Financial Planning & Analyst to elevate our product from good to exceptional.

The Role:

We're seeking a versatile Senior Financial Planning & Analyst who can bridge the gap between complex financial markets and user-friendly technology. Required: Expert-level knowledge of capital markets, financial planning, and accounting across personal and business contexts.

Requirements:

Capital Markets

• Deep understanding of equity markets, including fundamental and technical analysis
• Experience with fixed income securities, yield curves, and credit analysis
• Knowledge of derivatives (options, futures, swaps) and their applications
• Understanding of market microstructure, liquidity, and price discovery mechanisms
• Track record of analyzing market trends and identifying investment opportunities

Crypto Currency

• Hands-on experience trading and analyzing digital assets
• Strong understanding of DeFi protocols, yield farming, and liquidity provision
• Knowledge of tokenomics, including token valuation and utility analysis
• Experience with blockchain analytics tools (Glassnode, Nansen, Dune Analytics)
• Understanding of crypto market cycles and on-chain metrics

Financial Planning

• Proven experience in portfolio construction and optimization
• Expertise in asset allocation strategies across traditional and alternative investments
• Track record in wealth management and financial advisory
• Experience with retirement planning, tax optimization, and estate planning
• Knowledge of risk assessment and client suitability analysis
  

Accounting

• Strong foundation in analyzing financial statements (balance sheet, income statement, cash flow)
• Proficiency in GAAP and IFRS accounting standards
• Experience with financial modeling and valuation methods (DCF, comparables, precedent transactions)
• Ability to identify accounting red flags and assess earnings quality
• Understanding of sector-specific accounting nuances and metrics
• Proficient in Budgeting, Savings, Financial Planning, Debt Management

Technical Skills

• Advanced Excel/Google Sheets for financial modeling
• SQL for data analysis and reporting
• Experience with financial data platforms (Bloomberg, Refinitiv, S&P Capital IQ)
• Experience with accounting platforms such as (Quickbooks)
• Python or R for quantitative analysis (preferred)
• Familiarity with financial APIs and data integration

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Company Overview

Founded in Dubai in 2016, SQUATWOLF is a gymwear brand made for athletes who push limits in and out of the gym. What started in the Middle East has grown into a global movement, with customers in 100+ countries.We’re on a mission to elevate human experience through high-performance gear that drives strength, progress, and purpose.

As we level up, we’re building a bold, creative brand team that’s hungry to make an impact. If you're ready to shape the future of gymwear and be part of something powerful, you’re in the right place.

SQUATWOLF.COM

Job Overview:

We are seeking a highly skilled and detail-oriented FP&A expert to join our growing FP&A team. The ideal candidate will be responsible for collecting and analyzing data, build automated Excel models and Power BI dashboards, and turn insights into clear recommendations for leadership.

Key Responsibilities:

- Collect, clean, and organize data from various sources to ensure accuracy, completeness, and consistency.

• Extract data from internal databases, spreadsheets, APIs, and third-party platforms
• Clean and preprocess raw data to remove duplicates, errors, and inconsistencies
• Standardize data formats for easier analysis and reporting
• Maintain detailed records of data sources and collection methods

- Conduct in-depth analysis of financial, operational, and business data to identify trends and provide actionable insights.

• Analyze revenue, expenses, profitability, and other KPIs
• Identify patterns, anomalies, and business performance drivers
• Translate data findings into clear, actionable recommendations
• Present findings through summary reports and visual aids

-Collaborate with cross-functional teams to understand data needs and provide relevant analyses and insights.

• Partner with teams across finance, marketing, operations, and tech
• Gather requirements for reports and data analysis
• Provide data-driven support for business decisions and strategy
• Participate in meetings to explain findings and answer questions

-Develop, maintain, and automate reports and dashboards in Excel and Power BI to track key performance metrics.

• Design dynamic dashboards to monitor daily, weekly, and monthly metrics
• Use formulas, pivot tables, and VBA (if needed) for automation in Excel
• Leverage DAX and Power Query in Power BI for real-time analytics
• Schedule automated data refreshes and report delivery

-Create and manage visualizations and interactive dashboards for clear and effective data presentation.

• Build user-friendly charts, graphs, and tables for stakeholder reports
• Use visual best practices to highlight key insights
• Tailor dashboards to different audiences (executives, managers, teams)
• Update and improve visuals based on feedback

-Ensure data integrity and compliance with organizational policies.

• Monitor and audit data for accuracy and consistency
• Ensure compliance with internal data handling standards
• Maintain confidentiality and security of sensitive information
• Support data governance initiatives and documentation

-Continuously optimize data collection and reporting processes for efficiency and scalability.

• Identify opportunities to automate manual data workflows
• Implement tools and scripts to reduce processing time
• Refine report templates for repeat use
• Recommend improvements to data infrastructure and sources

-Support ongoing reporting and analyses of business performance, budgeting, and forecasting.

• Assist in preparing regular business performance reviews
• Contribute to budget variance analysis and trend monitoring
• Analyze forecasts vs. actuals and flag deviations
• Collaborate with finance for data accuracy in planning

-Support FP&A with ad hoc analyses and reports as required.

• Deliver quick-turnaround reports based on urgent business needs
• Perform scenario analysis, sensitivity analysis, or cost-benefit assessments
• Consolidate and present data from multiple departments
• Adapt to changing requests and data priorities efficiently

Qualifications and Skills:

• CA/CMA or equivalent degree, or bachelor’s degree in business administration, Finance, Data Analytics, or a related field.
• 4-6 years of experience primarily in financial planning and analysis
• Advanced proficiency in Microsoft Excel (pivot tables, formulas, VBA, macros).
• Hands-on experience with Power BI (DAX, data modeling, report creation).
• Strong analytical and problem-solving skills with a keen eye for detail.
• Excellent communication and presentation skills to convey insights effectively.
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
• Knowledge of SQL and other data tools is a plus.

Preferred Attributes:

• Experience working in a startup or fast-growing company.
• Familiarity with financial planning and analysis processes.
• Proactive, self-driven, and able to work independently with minimal supervision.
• Retail Industry experience

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