Data Analysis/BA experience
A SME/Substantiation champion having in-depth experience in Financial accounting/Controller with a global bank.
Deep understanding/knowledge of principles, practises, and theories of Accounting (GL, BS & Account Control, Charts of Accounts etc).
Strong expertise in data analysis and reconciliation on large data sets, mappings and setups.
Should be able to identify remediate and perform a root cause analysis on the results breaks.
Conduct quality assurance reviews to assess reconciliation and substantiation practises.
Analyse complex business requirements and translate them into functional specifications and technical requirements and signoffs and process flows and exception identification process.
Strong expertise in Excel functionalities and Business Intelligence tools like Tableau, PowerBI.
Work with Technology, Operations and Finance for release related activities and risk and issue mitigation
Strong experience in testing lifecycle - UAT and Defect Resolution
Assist end users in testing.
Demonstrates collaboration skills and techniques which appropriately define alternate solutions; resolve conflicts; and create lasting, productive partnerships with clients.
Able to work effectively and efficiently toward goals in a complex, diverse environment with multiple and changing demands.
Liaise with business users, technology teams, compliance officers, and operations teams to gather requirements and ensure alignment with business objectives.
Collaborate with stakeholders to define key performance indicators (KPIs) and metrics for measuring and monitoring investment banking performance.
Communicate effectively with stakeholders at all levels, including presenting findings, recommendations, and project updates.
Bachelor/master's degree in finance or MBA. Accounting qualification (CA, CPA etc)
Experience of leading redesign, centralisation, standardisation and automate of Balance Sheet Substantiation activities.
Experience in designing and managing control functions in Financial services/Investment banks.
Strong Accounting knowledge and full understanding of account classification in General Ledger
Minimum 10+ years of experience as a Data Analyst, Business Analyst, or related role in the investment banking domain.
Hands-on experience with data analysis and interpretation, including data mapping, data transformation, and statistical analysis.
Proficient in using data analysis tools, data manipulation languages, and reporting tools (e.g., SQL, Excel, Tableau, Power BI).
Strong analytical and problem-solving skills, with the ability to derive insights from complex datasets.
Excellent communication and presentation skills, with the ability to effectively convey technical information to non-technical stakeholders.
Detail-oriented with strong organizational and multitasking abilities.
Job Segment: Business Intelligence, Business Analyst, Quality Assurance, SQL, MBA, Technology, Management