1608 Lead Analyst jobs in Mumbai
Lead Analyst, Financial systems
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Job Role:
Lead Analyst
Job Title:
Lead Analyst - Financial systems - GOSC
Job Description:
Summary of Function:
This individual-contributor role is responsible for supporting the Finance systems and analytics team on a range of activities including master data creation and maintenance, BI access management, process documentation and automation, and BI maintenance and support.
The ideal candidate will build, maintain, and improve business processes and workflows using tools such as Power Apps, Power Automate, and SharePoint Form. You will build and test these products with the end users to ensure adoption and will also be the data specialist who will manage them on a daily basis. You should have an understanding of relational databases and have some coding experience. Experience building Power BI dashboards and familiarity with Power Query and DAX is required. You should also be willing to take the lead on and perform routine administrative tasks essential for maintaining Master Data of the financial systems including BI access management, data updates, and data log maintenance.
Roles & Responsibilities:
- Build, monitor, and maintain automated processes to ensure integrity of data flow among systems; identify discrepancies, diagnosing root causes, and initiate corrective actions on Master Data.
- Perform daily administrative tasks to support ERP, such as setting up new customers, new profit centers, auditing and maintaining data, managing access to PBI dashboards (new users, etc.), and data log maintenance.
- Maintain and improve Power BI visuals and data models using Power Query and DAX queries; conduct tests and improve existing BI dashboards.
- Demonstrate the ability to multitask with flexibility in scheduling; prioritize, communicate, and work on tasks as set by management.
- Be committed to work and have a strong sense of urgency. Exhibit strong time and project management skills: take on ad-hoc tasks and ensure timely completion.
- Have a constant urge to improve and simplify daily challenges.
Qualification, Experience & Skills:
- Bachelor's or similar degrees in quantitative fields such as Engineering, Finance, Information Systems, or related fields required.
- Advanced knowledge of Excel (pivot tables, lookup, formulas, Power Query) and process automation tools (Power Automate, SharePoint, Power Apps) is essential.
- Exceptional attention to detail, ability to multitask, and a sense of ownership and urgency in work.
- Some experience with Finance systems, either through education or work experience is desired but not required.
- Strong communication, organizational, stakeholder, and project management skills.
- Capability to manage interactions with both onshore and offshore stakeholders.
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Lead Analyst, Financial systems
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Lead Analyst
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Job Description:
About Us
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us
Global Business Services
Global Business Services delivers Technology and Operations capabilities to Lines of Business and Staff Support Functions of Bank of America through a centrally managed, globally integrated delivery model and globally resilient operations.
Global Business Services is recognized for flawless execution, sound risk management, operational resiliency, operational excellence and innovation.
In India, we are present in five locations and operate as BA Continuum India Private Limited (BACI), a non-banking subsidiary of Bank of America Corporation and the operating company for India operations of Global Business Services.
Process Overview
Application Engineering Services (AES) Team is strategic horizontal group within Global Markets Technology (GMT) that aims to provide contemporary, value driven and end-to-end capability for transformation projects by building niche capability within the organization These are designed specifically for Risk reduction and Environment stability and modernization. They will be responsible for the upkeep and upgradation of non-prod environments. They will work closely with development teams and Technology & Infrastructure teams to help maintain the non-prod environments for GMT applications.
Job Description
IC role - Business Management Role for the AES Team. The incumbent is responsible for delivery of collection of parallel, inter-related projects all targeted to meet the business objectives, strategy, productivity. The role demands close collaboration with Finance partners; enterprise IT and Opex teams. Forging strong relations with stake holders across the globe. Should be comfortable to play a global role.
This team will be responsible for
- Streamlined environment usage and improved availability.
- Well managed schedules and downtime communication
- Standard tools and processes supported by 24/5 monitoring.
- Continuous automation and operational maturity at varied levels
- Provided End to End services in modernization journey.
- Minimizing the testing conflicts and downtime between test cycles
Responsibilities
- Setting-up Monitor and support applications for 100% SLA meets.
- Understand data, DBs and manage multiple schemas in parallel.
- Server Management and resource planning.
- Design and setup Environments, Recommend and Onboard latest Tools.
- Efficiently plan and manage resources to meet challenging demands.
- Collaborate with various teams (Dev Teams, Infrastructure, System Administrators, etc.,) to have the environments clean and ready.
- Plan and Designing system continuous improvements using Observability tools.
- Proactive approach in problem solving, PKIs and Documenting.
- Be able to prioritize as needed.
- Work with multiple technologies and tools.
- Have experience as DevOps member.
- Perform efficiently under time critical periods.
- Process management of team.
Requirements
Education-
Graduate / Postgraduate
Certifications if any- NA
Experience Range
- 9-14 Years
Foundational Skills
Candidate should posses' skills in building & managing,
- Platform Operations: service patch coordination, tracking vulnerabilities, mandated upgrades, onboarding monitoring tools.
- Monitoring Controls: daily health checks, software upgrades, post patch checks, outage communications.
- Tools Engineering: Automations, onboarding/managing horizontal tools, release train management.
- Application Engineering: Certificate management, Application entitlement management, service id management.
- Environment Management: Capacity planning, hardware upgrades, server migrations, CI/CD management
- Candidate should have strong exposure large scale migrations (software, hardware infrastructures etc.) & working in agile set up in a global delivery model.
- Architectural understanding on multiple platforms and OS like Linux/Windows Server.
- Expert Python, Xml, Maven and Yaml skills.
- Advanced skills in Observability Tool like Tool like Dynatrace/ITRS and Splunk
- Schedule and Troubleshoot Autosys Jobs and JIL knowledge.
- Expert on Sybase/Oracle/Ms Sql along with Toad or equivalent tool.
- Implementation knowledge on Tools like Jenkins, Ansible, XLR, Bitbucket
- Advanced DevOps skills.
- Triaging & troubleshooting experience.
- Expert skills in Build, Deploy and Release.
- Expert in Process Improvement/Automation.
- Advance skills in Agile Methodology and SDLC.
- Expert on setting up Batch processing and Optimization.
- Strong Communication, Presentation, and soft skills.
- Certificate Management.
- Collaboration and building contacts with various stakeholders.
- Banking domain knowledge is must.
Desired Skills
- Scrum, Sprints Skills and Kanban/Sprint Board.
- Hands-on Setting Tableau Dashboards
- Program/Project Driving skills
Work Timings
- 11:00 AM to 8:00 PM
Job Location-
HYDERABAD/ MUMBAI/ CHENNAI/ GIFT
Lead Analyst
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Role purpose
- Provide financial planning and analysis and business partnering support for the Group's Central and Shared (C&S) UK cost base.
Key Accountabilities
Business Partnering
- Act as a Finance business partner to key Central and Shared UK functions and engage with relevant stakeholders to build your knowledge of their functions
- Ensure full communication and integration between Finance and the respective function ensuring that you fully understand the functions you partner with and can add value to your stakeholders
Month-End Reporting
- Provide input into mid-month flash process for the UK C&S functions by calculating the expected result based on your latest knowledge
- Provide month-end financial support including reviewing the GL, calculating accruals/prepayments/recharges and any other adjustments and sending to the GCC team for posting
- Provide month-end variance analysis and commentary for the UK C&S cost base vs Flash and Budget/Latest Forecast to the C&S FP&A Manager
- Support C&S FP&A Manager in preparation of the monthly C&S MBR pack
- Maintain a list of Risks & Opportunities vs Budget/Latest Forecast for each UK C&S function and actively look for opportunities to reduce costs
- Prepare detailed and insightful monthly financial reporting packs for the relevant functions
- Support the C&S year-end close process including accrual reviews, WIP memos, FAR verification, intangibles memo for the legal entity
- Support in preparation of any ad hoc reporting for C&S including for Exec/Board reporting
Budgets and Forecasts
- Partner with functional stakeholders to build Budgets and Forecasts for the UK C&S cost base (both costs and FTEs) throughout the year, and input these into Oracle
- Support the C&S FP&A Manager with building the Budget and Forecast decks for discussion with Finance Leadership
Projects and Investment Committee
- Support the business with any SOWs/feasibility studies/business case preparation and provide insightful challenge
- Support with in-flight project cost tracking
- Provide support to C&S FP&A Manager in the running of the Investment Committee process
Experience And Personal Qualities
Relationship management
- Ability to create positive relationships across multiple jurisdictions and cultures
- Ability to communicate effectively with stakeholders across a wide range of seniority, both internally and externally
- Build credibility throughout the global commercial organisation as a creative and supportive function whilst maintaining Group standards on governance and control.
Communication
- Actively communicate and seek feedback from colleagues and customers
- Be proactive in the provision of feedback and the delivery of ideas to develop and improve solutions relating to Travelex Finance
General
- Undertakes any necessary training associated with the duties of the post and participates in training and development procedures
- Complies with all Company Health and Safety policies and legislation in the performance of their duties and responsibilities
- Maintains confidentiality and observes data protection guidelines
- Manage expenses in accordance with Company Expense Policy
- Carries out any other reasonable duties commensurate with their capability
Essential
- Qualified Accountant
- Relevant degree from a good university
- Strong Excel skills
- Strong business partnering and stakeholder management skills (internal and external) and across matrix reporting lines
- 5+ years commercial experience gained in blue chip companies as well as an excellent professional background
Desirable
- Experience using Oracle Fusion
Lead Analyst
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CARE Analytics and Advisory Private Limited (CareEdge Advisory):
CareEdge Advisory is a wholly owned subsidiary of CARE Ratings Limited, India's leading ratings agency. CareEdge Advisory provides credible, end-to-end ESG services to Corporates, Financials Institutions, Banks and Institutional Investors with business solutions which are tailored made, pragmatic and practically implementable.
Key Responsibilities
Banking & Institutional Liaisoning
- Establish, nurture, and manage strong professional relationships with Banks, FIs, and NBFCs at various levels.
- Act as the primary point of contact for discussions on lending, credit facilities, restructuring, and resolution of stressed assets.
- Liaise with lenders/investors to ensure smooth coordination and information flow for ongoing and new assignments.
Financial Modelling & Analysis
- Develop detailed financial models from scratch to evaluate project feasibility, debt capacity, and funding requirements.
- Review and validate financial models to ensure accuracy, robustness, and alignment with client and lender expectations.
- Conduct sensitivity analysis, cash flow projections, and scenario planning for decision-making.
Project & Sector Assessment
- Perform technical and financial due diligence of projects across multiple sectors.
- Stay updated on industry trends, sectoral performance, and emerging opportunities in conventional and new-age industries.
- Provide insights on sector dynamics, risks, and opportunities to support strategic decision-making.
Documentation & Reporting
- Prepare comprehensive appraisal reports, including Lenders' Independent Engineer (LIE) reports, Techno-Economic Viability (TEV) studies, and other bank-specific reports.
- Draft and review Information Memorandums, Credit Appraisal Notes, Due Diligence reports, and other documentation required by lenders/investors.
- Ensure compliance with bank policies, regulatory requirements, and internal standards while preparing reports.
Client & Assignment Management
- Oversee multiple client engagements simultaneously, ensuring timely delivery of assignments.
- Collaborate with internal teams, clients, and lenders to drive assignments to successful closure within agreed timelines.
- Provide strategic advisory to clients on fund-raising, debt structuring, and restructuring of stressed assets.
Skills & Competencies
· Strong relationship management and interpersonal skills with the ability to influence stakeholders.
· Deep understanding of banking operations, credit policies, restructuring frameworks, and stressed asset resolution mechanisms.
· Proven expertise in financial modelling, due diligence, credit appraisal, and legal documentation.
· Strong analytical and problem-solving skills with attention to detail.
· Proficiency in MS Office (Excel, PowerPoint, Word) and advanced financial analysis.
Experience & Education Qualification
· B.Tech with MBA (Finance) from reputed institutes
· CA / CFA with a bachelor's degree in commerce, economics, or related fields.
· Experience 4-5 years in project appraisal, DPR, LIE, restructuring and ASM
Preferred Sector Expertise
· Core Industries: Steel, Chemicals, Power, Paper & Pulp, Textiles
· Infrastructure: Roads, Transport, Renewables
· Healthcare: Hospitals & allied services
·
Emerging Sectors:
Battery Energy Storage Systems (BESS), Electric Vehicles (EV), and other new-age industries
lead analyst
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- Work with team of onshore analysts to cover Lev Fin credit portfolio
- Prepare quarterly financial spreads and memos
- Undertake ABL portfolio monitoring – ABL assessment notes and collateral monitoring
- Prepare opinion based annual credit risk reports and financial spreads based on fundamental analysis for a set of assigned credits/companies
- The credit assessment process requires the following:
- Undertaking research and analysis of an entity through thorough assessment of its credit strengths and weakness and weighing its business and financial risk profile.
- Understanding the potential for sovereign support or parent support which would need to be factored into the credit assessments.
- Preparing a detailed credit assessment report and elaborately discuss the company profile and credit risk considerations.
- Preparing and updating detailed financial models encompassing financial analysis, capital structure analysis, calculation of key credit quality determinants and financial projections (upto 7 years).
- Determine and recommend ratings to the entity based on the internal rating framework and methodology.
- Review outputs to be delivered by junior analysts, responsible for quality underwriting and workflow management
- Team management, stakeholder management
- Regular interaction with client to discuss reports as well as workflow
- Engage with client teams proactively
- Train new and junior resources
Lead Analyst
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Institutional Lead Analyst.
• Sectors which the candidate should have hold on –
Pharma/Industrials/Cement/Banking/Infra/Metal&Mining/FMCG/Automobile/Construction/IT/Capital goods/Mid& Smallcaps.
Job Specification:
• Experience: 6-8 years in Various Sector/ Strong Buy-side and Industry connections will be an added advantage.
• Sector: Pharma/Industrials/Cement/Banking/Infra/Metal&Mining/FMCG/Automobile/ Construction/IT/Capital goods/Mid& Smallcaps
• Educational qualification: MBA – Finance or CA/CFA and Capital Markets – NISM Certification
Roles & Responsibilities:
• Lead and oversee research initiatives focused on the respective sector.
• Conduct a thorough analysis of industry trends, regulatory developments, and competitive dynamics impacting companies in the sectors mentioned above.
Building and maintaining financial models - Preparing financial models on companies from
scratch, which would contain historical and forecasted balance sheet, P&L and cash flow
statements with all relevant assumptions, historical and forecasted quarterly data, and
residual income or DCF valuation sheets.
• Formulate actionable investment recommendations based on rigorous analysis and insights.
Foster and sustain strong relationships with institutional clients, including asset managers,
pension funds, and private equity firms.
• Provide mentorship and guidance to junior analysts, helping them develop their skills and
expertise in their respective sectors.
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Remote Lead Financial Analyst
Posted 12 days ago
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Key responsibilities include:
- Developing and maintaining sophisticated financial models for forecasting, budgeting, and long-term strategic planning.
- Conducting in-depth variance analysis, identifying key drivers of financial performance and recommending corrective actions.
- Preparing comprehensive financial reports, presentations, and dashboards for executive management.
- Evaluating business opportunities, investment proposals, and potential mergers or acquisitions from a financial perspective.
- Monitoring key financial metrics and KPIs, providing insights and recommendations for improvement.
- Collaborating with accounting teams to ensure accurate financial reporting and compliance.
- Leading financial analysis for specific business units or projects, providing crucial support for strategic initiatives.
- Mentoring and guiding junior financial analysts, fostering a culture of continuous learning and development within the team.
- Contributing to the enhancement of financial systems and processes to improve efficiency and data accuracy.
Requirements include a Bachelor's degree in Finance, Economics, Accounting, or a related field. A Master's degree or professional certification (e.g., CFA, CPA) is highly desirable. A minimum of 6 years of progressive experience in financial analysis, corporate finance, or investment banking is required. Proficiency in advanced Excel, financial modeling software, and BI tools (e.g., Tableau, Power BI) is essential. Strong understanding of financial markets, banking regulations, and economic principles is crucial. Excellent communication, presentation, and interpersonal skills are necessary for effective remote collaboration. This role is entirely remote, providing a unique opportunity to contribute to a leading financial institution from the convenience of your home office.
SCB - Lead Analyst
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Work with team of onshore analysts to cover credit risk monitoring for Financial Institutions portfolio
- Reviewing credit reports and financial models submitted by portfolio monitoring team based on fundamental analysis for a set of assigned credits/companies
- The credit assessment review requires the following:
- Undertaking research and analysis of an entity through thorough assessment of its credit strengths and weakness and weighing its business and financial risk profile.
- Understanding the potential for sovereign support or parent support which would need to be factored into the credit assessments.
- Preparing a detailed credit assessment report and elaborately discuss the company profile and credit risk considerations.
- Preparing and updating detailed financial models encompassing financial analysis, and calculation of key ratios
- Determine and recommend ratings to the entity based on the internal rating framework and methodology.
- Regular interaction with client to discuss reports as well as workflow
- Support the client with any ad-hoc research requests including sector research
- Engage with client teams proactively and suggest new ideas to enhance client engagement
- Train new hires and mentor juniors in the team
FUNCTIONAL & BEHAVIOURAL KNOWLEDGE
- Experience in deal financial modeling/ surveillance/ portfolio monitoring and credit analysis
- Experience in working in credit risk divisions and understanding of review and challenge roles
- Good understanding of banking regulations, calculation of key credit metrics and capital ratios
- Reasonable understanding of banks internal systems
MINIMUM & PREFERRED EDUCATION
MBA or CA or Master's degree preferred; CFA certification is a plus
MINIMUM & PREFERRED EXPERIENCE / SKILLS
7-9 years of work experience preferable in credit risk/credit research
High level of attention to detail and accuracy; Diligence and hard work
Organization skills and the ability to manage and prioritize workload
Good understanding of MS office products
Senior Lead Analyst
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Job Description
Work Location Options:
HybridAt American Express, our culture is built on a 175-year history of innovation, shared and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
How will you make an impact in this role?
Function Description:
Control Management Centre of Excellence (OE- COE) plays a vital role in driving the soundness of the lines of business under Global Commercial Services (GCS) through control testing.
Purpose of the Role:
This role will be a member of the Control Management Centre of Excellence team and be responsible for performing the control testing for multiple business functions within GCS.
Responsibilities:
1. Responsible for supporting strategic implementation of the organizations control testing related to Process Risk Self-Assessment / Risk and Control Self-Assessment.
2. Proactively anticipate/identify issues, and control deficiencies, through testing and processes monitoring, assessing the impact of each, and work with business and CM partners to develop and implement appropriate mitigating actions.
3. Ensure compliance to the Operational Risk Management, Control Management, and American Express Compliance standards with respect to: documentation, testing, and certification of GCS business monitoring and testing.
4. Monitor activities to meet deadlines and commitments related to: monitoring end to end process, risk assessment, program documentation, testing plan, reporting, and action plans.
5. Partner closely with key control teams including, but not limited to: Operational Risk, Compliance, and Internal Audit, both within the lines of business and across the organization, to promote a well-controlled environment.
6. Undertake regular project work analyzing business risks and exposures. Preparation of recommendations to business management with regards to process improvement, best practices, risk reduction and maximization of revenue as appropriate.
7. Take on ad hoc tasks such as managing test scheduling and supporting regulatory exam requests etc.
Critical Factors to Success:
1. Demonstrated willingness to take initiative and act decisively.
2. Effectively works independently within a team construct, while supporting teamwork and achievement of team objectives.
3. Proven ability to effectively interact with all level across the organization including business and control partner leadership.
4. Solid evidence of leadership with the capacity to quickly understand critical linkages and business strategies in a dynamic, ambiguous environment.
5. Strong written and oral communication skills coupled with solid presentation skills. This includes the ability to take, analyze large sets of data concisely and convey messages to leadership and peers. In addition, strong knowledge to build reports, dashboards and metric reporting is desired.
6. Strong attention to detail and superior organizational and follow through skills.
Minimum Qualifications
Academic Background: Bachelors degree preferred.
Functional Skills/Capabilities: Internal Control/Operational Risk testing, Business self-testing.
Technical Skills/Capabilities: Advanced knowledge using computer software programs and tools such as Office, Excel, PowerPoint, etc.
In depth knowledge of products, procedures and policies relating to the GCS business portfolio is a plus.
Knowledge of Platforms: Hands on experience in ARCHER preferred
Enterprise Leadership Behaviors:
Set The Agenda: Define What Winning Looks Like, Put Enterprise Thinking First, Lead with an External Perspective Bring Others With You: Build the Best Team, Seek & Provide Coaching Feedback, Make Collaboration Essential
Do It The Right Way: Communicate Frequently, Candidly & Clearly, Make Decisions Quickly & Effectively, Live the Blue Box Values, Great Leadership Demands Courage
Preferred Qualifications
MS Power Platform, SharePoint, and Tableau knowledge is preferred
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law.
Offer of employment with American Express is conditioned upon the successful completion of a background verification check, subject to applicable laws and regulations.
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