Finance Analyst

Role Profile

Job Title

Finance Analyst

Location

Gurgaon, India

Role Description

FNZ being a leading provider of investment platform services, serves financial institutions and their clients with end-to-end investment management solutions. The finance analyst's role would be central to ensuring that these services are delivered efficiently and effectively from a financial standpoint. Their ability to provide accurate financial analysis, insights, and recommendations will help the company make informed decisions, improve operational efficiency, and drive profitability in a highly competitive sector.

The Finance Analyst would be a key player in managing the company’s financial health, contributing to financial planning and analysis, providing strategic insights, and ensuring that the organization remains compliant with financial regulations, all while helping FNZ provide top-tier services to its clients in the wealth management and financial technology sectors.

Specific Role Responsibilities

• Assist in managing the financial ledger for the Group's Indian resource center, including support for P&L and Balance Sheet in both India GAAP and IFRS for Group reporting.
• Support the month-end reporting cycle by reconciling P&L and Balance Sheet items including month-end closing activities.
• Help manage intercompany recharges and positions with other Group entities.
• Handle accounts payable tasks, including invoice processing, vendor management, reconciliation, PO management, staff reimbursements, payment journals, and remittances.
• Manage and ensure compliance with TDS provisions, deducting TDS on various types of payments and ensuring this is deposited on time each month.
• Maintain TDS-related records to send to external advisors to prepare and file quarterly TDS returns
• Support in preparing advance tax calculations and ensuring compliance with local tax requirements.
• Work with the local payroll provider to ensure payroll transactions are correctly reflected in the financial ledger.
• Gain practical experience with FEMA compliance, including Softex filings.
• Assist in fixed asset accounting and reconciliation.
• Support accounts receivable activities, including invoice raising and AR reconciliation.
• Perform bank reconciliations and process payments as part of routine financial activities.
• Have proficiency in MS Excel.
• Experience with Microsoft Dynamics NAV is preferred but not essential.
• Possess good verbal and written communication skills.

Experience required

• 6 months to 3 years of relevant experience in finance, accounting, or financial analysis.
• Qualified Chartered Accountant (CA)

About FNZ

FNZ is a global FinTech firm, transforming the way financial institutions serve their wealth management customers. We partner with banks, insurers and asset managers to help people achieve their financial goals through our unique combination of technology leadership, innovation and asset servicing.

Our services enable our clients to provide best-in-class wealth management solutions to financial advisers, end-investors and the workplace. We pride ourselves on creating solutions that are flexible, transparent and scalable, reflecting the latest market, demographic and regulatory trends worldwide.

FNZ has experienced exceptional growth in the past decade, both in terms of assets-under-administration and through the substantial expansion of our international footprint.

Today, we are responsible for over 1.5 trillion in assets-under-administration, held by around 20 million customers of some of the world’s largest financial institutions, including Aviva, Barclays, BNZ, Generali, HSBC, Lloyds Banking Group, National Australia Bank (NAB), Quilter, Santander, UOB, Vanguard, and Zurich.

In total, FNZ partners with over 650+ financial institutions across Europe, Asia Pacific, South Africa and North America and we employ around 3,000 people worldwide.

The company is owned by a combination of CDPQ-Generation, the unique sustainable equity partnership and FNZ employee shareholders.

Opportunities

• Be part of a highly successful, rapidly growing, global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies.
• Remuneration and career advancement is based on individual contribution and business impact rather than tenure or seniority.
• We provide significant financial rewards for high performing individuals; and

We provide global career opportunities for our best employees at any of our offices in the UK, EU, US and APAC.

Additional Information

At FNZ, we recognise that diversity, inclusion, and accessibility are important factors for our success. We embrace the unique perspective and capabilities of our current and future employees, which will help us continue to drive innovation and achieve our business goals. Recruitment decisions at FNZ are made in a non-discriminatory manner where all employees are valued and respected. In particular, we want to ensure accessibility needs are well supported thus, ensuring our recruitment process is fair and equitable for all applicants.

About FNZ

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. 

We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. 

We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).

Together with our customers, we help over 20 million people from all wealth segments to invest in their future.