Position: Financial Business Analyst
Company: upSWOT
Experience required: 3y
Category: Business Analyst
English level: upper
Published: 2023-05-01T00:00:00+03:00

The financial business analyst should be capable of designing a financial analysis and modeling process to support decision-making, creating monitoring mechanisms for financial performance evaluations, and generating actionable insights with change recommendations for SMB users of the product

**Responsibilities:**

• Develop and maintain financial analysis, reconciliation, and forecasting models to support decision-making and identify opportunities for SMB growth
• Enhance insights generation by improving the models and engine used for analyzing data and generating actionable insights for SMBs
• Analyze financial statements and performance metrics to identify trends and insights
• Continuously monitor and evaluate SMB performance, business, and financial indicators to inform decision-making
• Translate business requirements into detailed functional specifications
• Conduct market research and competitive analysis to inform business strategy
• Collaborate with cross-functional teams to develop new products and services, and enhance existing ones
• Suggest innovative solutions to business problems and processes that leverage technology to provide a market advantage and better user experiences
• Work closely with internal stakeholders to shape backlog for the team
• Participate in refinement and planning sessions to ensure the timely delivery of high-quality product increments
• Provide financial guidance and support to other teams within the company

**Requirements:**

• Master's degree in finance, accounting, economics, or a related field
Strong experience in financial analysis or business analysis, preferably in a fintech or financial services company
• Deep understanding of financial statements, accounting principles, and analysis techniques (especially for SMBs in the US)
• Experience working with data analysis tools (e.g. Excel, SQL, PowerBI, Tableau) and financial software (e.g. Quickbooks, Xero)
• Knowledge of US financial regulations and compliance requirements
• Excellent analytical and problem-solving skills
• Strong communication and presentation skills
• Ability to work as part of a team in a fast-paced environment
• Professional certifications such as CFA, CPA, or FRM are a plus

**Benefits:**

• Possibility to grow within a multicultural work environment with a flat structure and direct, informal communication
• Flexible working environment
• Full-time employment
• Remote work
• 4 working days week