Senior Financial Planning Analyst

Islamabad, Islamabad INEXOR

Posted 6 days ago

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Job Description

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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Senior Financial Planning Analyst

Islamabad, Islamabad INEXOR

Posted 5 days ago

Job Viewed

Tap Again To Close

Job Description

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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