31 Wealth Management jobs in Pakistan

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Job Purpose

This role is responsible for managing the credit and debit cards portfolio at Mashreq across the entire customer life cycle (onboarding, early account management, engagement & usage, portfolio programs, servicing, attrition & retention). This role would also run the credit cards portfolio & servicing squads as part of the bank’s digital studio, to lead the design, development and delivery of all digital initiatives associated with Cards. The objective of the role is to achieve sustainable growth in business volumes, revenues and net profits through setting up innovative & robust portfolio actions and delivering best-in-class digital solutions.

The role leads a team of portfolio managers as well as development engineers in the digital squad to deliver on the stated objectives.

Key Result Areas

Digital Portfolio and Servicing Product Owner

• Lead a team of development engineers in the cards’ portfolio & servicing squads to design, develop and deliver cards’ digital initiatives
• Conceptualize and build towards a digital-only servicing model for credit and debit card products
• Adopt a digital-first strategy for all portfolio actions – card maintenance, card services, portfolio/inorganic sales, engagement programs and customer retention
• Maximize digital reach to customers through the use of native channels (Online, Mobile) as well as pre-login/web platforms
• Increase digital penetration and adoption for customers by expanding the suite of digital services as well as running digital activation programs
• Own the end-to-end customer experience for cards – digitization of services, straight-through processing, first-point-resolution, management of customer complaints and resolution TATs
• Lead existing partnerships and formulate new ones to offer digital servicing and engagement solutions to clients
• Maximize digital reach to customers through the use of native channels (Online, Mobile) as well as pre-login/web platforms. Increase digital penetration and adoption for customers by expanding the suite of digital services as well as running digital activation programs
• Run a strong suite of customer offers and benefits at a portfolio level, leveraging existing partnerships, onboarding new ones, and designing creative customer engagement programs to ensure increase in wallet share
• Work with x-functional stakeholders to ensure all regulations, legal requirements as well as organizational processes, SOPs and guidelines are adhered to
• Ensure effective portfolio management across the entire consumer life cycle
• Devise a portfolio management strategy aimed at maximizing the aggregate risk-adjusted revenues and optimizing the yields for the business
• Use a combination of segmentation techniques and sophisticated data models to optimize the portfolio mix between revolving, installment and transacting books, while managing the risk profile of the book within acceptable benchmarks
• Administer the credit line management strategy for the business, and design and execute programs such as CLI and CLD on a regular basis

Operating Environment, Framework and Boundaries, Working Relationships

• The candidate is required to interact with and maintain close working relationships with various internal stakeholders, as well as develop and cultivate relationships with merchant partners, suppliers and vendors
• The candidate is expected to deliver management presentations and updates on regular business performance, opportunities and key risks
• The candidate is required to adhere to the bank’s governance practices, and ensure adherence to all regulatory, legal and internal policies at all times

Knowledge, Skills & Experience

• Bachelors and Masters in Finance/Economics/Strategy/Business Administration with 10+ years of banking/payments/consulting experience, with at least 3 years’ experience in cards portfolio/product/P&L management
• Prior experience in managing a diverse team of junior to mid-management people is strongly preferred
• Strategic thinking – ability to understand the key dynamics and drivers of the cards business; understand industry trends and visualize what new trends and technologies would emerge in the near to medium term future; and devise strategies to respond to such opportunities/threats to ensure the bank stays ahead of the curve
• Tactical nous – ability to also understand the immediate and short-term priorities for the business and ensure timely actions to honor such priorities
• Excellent analytical and problem-solving skills – ability to comprehend large problems, break them down into smaller executable tasks, and track such tasks to execution and closure
• Excellent communication skills – ability to easily and clearly convey ideas, action-ables and challenges across all levels of hierarchy in the organization
• A good team player – ability to work with stakeholders across various units; ability to influence and drive decision making in large groups, including in non-reporting relationships; ability to resolve conflicts constructively and lead the team to a consensus
• Passionate about change and making a difference – at Mashreq, the employee is empowered and encouraged to conceptualize and drive change to achieve improved business outcomes
• Self-initiated – open to learning new ideas outside scope or knowledge. Open to operating outside one’s comfort zone
• Very strong management presentation skills
• Strong understanding of Agile methodologies is a plus

Seniority level

• Seniority level Director

Employment type

• Employment type Full-time

Job function

• Job function Business Development
• Industries Banking

Referrals increase your chances of interviewing at Mashreq by 2x

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Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Mashreq Job Purpose This role is responsible for managing the credit and debit cards portfolio at Mashreq across the entire customer life cycle (onboarding, early account management, engagement & usage, portfolio programs, servicing, attrition & retention). This role would also run the credit cards portfolio & servicing squads as part of the bank’s digital studio, to lead the design, development and delivery of all digital initiatives associated with Cards. The objective of the role is to achieve sustainable growth in business volumes, revenues and net profits through setting up innovative & robust portfolio actions and delivering best-in-class digital solutions. The role leads a team of portfolio managers as well as development engineers in the digital squad to deliver on the stated objectives. Key Result Areas Digital Portfolio and Servicing Product Owner Lead a team of development engineers in the cards’ portfolio & servicing squads to design, develop and deliver cards’ digital initiatives Conceptualize and build towards a digital-only servicing model for credit and debit card products Adopt a digital-first strategy for all portfolio actions – card maintenance, card services, portfolio/inorganic sales, engagement programs and customer retention Maximize digital reach to customers through the use of native channels (Online, Mobile) as well as pre-login/web platforms Increase digital penetration and adoption for customers by expanding the suite of digital services as well as running digital activation programs Own the end-to-end customer experience for cards – digitization of services, straight-through processing, first-point-resolution, management of customer complaints and resolution TATs Lead existing partnerships and formulate new ones to offer digital servicing and engagement solutions to clients Maximize digital reach to customers through the use of native channels (Online, Mobile) as well as pre-login/web platforms. Increase digital penetration and adoption for customers by expanding the suite of digital services as well as running digital activation programs Run a strong suite of customer offers and benefits at a portfolio level, leveraging existing partnerships, onboarding new ones, and designing creative customer engagement programs to ensure increase in wallet share Work with x-functional stakeholders to ensure all regulations, legal requirements as well as organizational processes, SOPs and guidelines are adhered to Ensure effective portfolio management across the entire consumer life cycle Devise a portfolio management strategy aimed at maximizing the aggregate risk-adjusted revenues and optimizing the yields for the business Use a combination of segmentation techniques and sophisticated data models to optimize the portfolio mix between revolving, installment and transacting books, while managing the risk profile of the book within acceptable benchmarks Administer the credit line management strategy for the business, and design and execute programs such as CLI and CLD on a regular basis Operating Environment, Framework and Boundaries, Working Relationships The candidate is required to interact with and maintain close working relationships with various internal stakeholders, as well as develop and cultivate relationships with merchant partners, suppliers and vendors The candidate is expected to deliver management presentations and updates on regular business performance, opportunities and key risks The candidate is required to adhere to the bank’s governance practices, and ensure adherence to all regulatory, legal and internal policies at all times Knowledge, Skills & Experience Bachelors and Masters in Finance/Economics/Strategy/Business Administration with 10+ years of banking/payments/consulting experience, with at least 3 years’ experience in cards portfolio/product/P&L management Prior experience in managing a diverse team of junior to mid-management people is strongly preferred Strategic thinking – ability to understand the key dynamics and drivers of the cards business; understand industry trends and visualize what new trends and technologies would emerge in the near to medium term future; and devise strategies to respond to such opportunities/threats to ensure the bank stays ahead of the curve Tactical nous – ability to also understand the immediate and short-term priorities for the business and ensure timely actions to honor such priorities Excellent analytical and problem-solving skills – ability to comprehend large problems, break them down into smaller executable tasks, and track such tasks to execution and closure Excellent communication skills – ability to easily and clearly convey ideas, action-ables and challenges across all levels of hierarchy in the organization A good team player – ability to work with stakeholders across various units; ability to influence and drive decision making in large groups, including in non-reporting relationships; ability to resolve conflicts constructively and lead the team to a consensus Passionate about change and making a difference – at Mashreq, the employee is empowered and encouraged to conceptualize and drive change to achieve improved business outcomes Self-initiated – open to learning new ideas outside scope or knowledge. Open to operating outside one’s comfort zone Very strong management presentation skills Strong understanding of Agile methodologies is a plus Seniority level

Seniority level Director Employment type

Employment type Full-time Job function

Job function Business Development Industries Banking Referrals increase your chances of interviewing at Mashreq by 2x We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

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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

#J-18808-Ljbffr

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.

#J-18808-Ljbffr

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 as one 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

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

#J-18808-Ljbffr