Finance analyst at Bengaluru (Bangalore) Full Time

Key Responsibilities:

• Client System Setup: Assist in configuring and setting up the loan management system for new clients, ensuring that it aligns with their financial data and requirements.
• Integration Support: Work with clients to integrate our loan management product into their existing financial systems (e.g., CRM, ERP, or core banking systems), ensuring seamless data flow and accuracy.
• Financial Calculations & Modelling: Perform the necessary financial calculations required for loan management system setup, including interest rates, payment schedules, amortization, and loan servicing terms. Ensure the calculations are aligned with the client’s financial structures and compliance standards.
• Testing & Validation: Run test cases to verify that all calculations, reports, and system integrations are functioning correctly. Identify and troubleshoot any discrepancies or issues during integration.
• Data Reconciliation: Ensure that data integration between the loan management system and the client’s existing systems is accurate. Perform data reconciliation and ensure financial transactions align correctly across systems.
• Documentation & Reporting: Maintain thorough documentation of client setups, integration processes, and financial calculations for internal reference and future support. Generate reports to monitor and validate integration success.
• Collaboration with Cross-Functional Teams: Work closely with the product, engineering, and customer support teams to ensure smooth implementation and integration. Provide feedback on system performance and suggest improvements based on client needs.
• Ongoing Support: Provide post-integration support, including troubleshooting, answering client inquiries, and assisting with system upgrades or modifications.

Qualifications:

• Bachelor’s degree in finance, Accounting, Economics, or related field.
• 0-2 years of experience in financial analysis, systems integration, or a related field.
• Strong understanding of financial calculations related to loans, interest rates, and amortization.
• Basic knowledge of B2B SaaS, with an understanding of how SaaS products are integrated into client systems.
• Familiarity with loan management systems, financial reporting, or accounting software is a plus.
• Proficiency in Microsoft Excel and financial modelling; experience with financial tools or software is a plus.
• Analytical mindset with the ability to perform complex calculations and troubleshoot system integration issues.
• Strong attention to detail and ability to work with large datasets.
• Excellent communication and interpersonal skills, with the ability to collaborate across teams and work with clients directly.
• Problem-solving attitude and ability to quickly learn new systems and processes.
• Ability to manage multiple tasks, prioritize effectively, and meet deadlines.