Financial Modeling



Reference code -

2 months ago

Education/ Experience and Skill Requirement
    • At least 4-8 years of experience in financial statement analysis and excel modelling with focus on Banking and Insurance Sector

    • MBA (Finance) / B.Com (not a mandatory requirement)

    • Sound understanding of Banking Industry including banking products and segments, monetization streams, banking KPIs, and reporting structure

    • Excellent excel modelling skills including data inputting, cleaning, linking, using various excel formulas and shortcuts, formatting, etc.

    • Strong communication skills and experience in client relationship management

    • Ability to work effectively under tight deadlines

    • Strong analytical & problem solving skills

    • Project Management

      • Supporting client in preparing various financial models by sourcing and linking data from external excel files

      • Logical and clear separation of input data and modelling; cleaning unused data and calculations

      • Add metadata including source, methodological notes, product id, etc.

      • Able to clearly identify and carve out all the assumptions used in modelling

      • Apply industry knowledge and logic to verify and revise various existing calculations

    • Take complete ownership of all quality related aspect

    • Client Management

      • Manage and maintain client relationships – would include regular interaction with client(s) to strengthen the relationship and identify opportunities to act as a solutions provider

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