Wahed Invest Logo

Wahed Invest

Financial Analyst (FP&A)

Posted 23 Days Ago
Hybrid
Mumbai, Maharashtra
Entry level
Hybrid
Mumbai, Maharashtra
Entry level
Develop financial models, forecasts, budgets, variance analyses, and recurring reports while supporting strategic decisions across the business. Build KPI dashboards, automate financial workflows using scripts and low-code tools, improve reporting processes, and provide insights to leadership, investors, and cross-functional teams. The role partners closely with the Finance Director in a rapidly scaling fintech environment.
The summary above was generated by AI
About Wahed:
The global financial system wasn't built for everyone. For millions of people, its reliance on interest (riba) creates a barrier to managing money and building wealth without compromising their values.
 
At Wahed, we're changing that. We are a global fintech company on a mission to build a new financial system—one that is ethical, accessible, and entirely interest-free. From our offices across the globe, our team is building products that were once deemed impossible, from pioneering Shariah-compliant equity ETFs, creating true riba-free alternatives to high yield savings accounts, to creating no-leverage real estate investments for truly interest-free income producing assets. If you're driven to solve complex problems and believe finance should empower, not exclude, join us in building a more equitable financial future.
 
 
Job Brief:
As a Financial Analyst (FP&A) at Wahed, you will be the analytical engine powering strategic decision-making across the business. You will work directly with the Finance Director and cross-functional leaders to translate data into financial insight, build dynamic forecasting models, and strengthen the financial foundations of a rapidly scaling, values-driven fintech.
 
This role combines financial analysis expertise with automation and data intelligence to streamline workflows, strengthen decision-making, and improve operational scalability.

Job Description:

    Financial Planning & Analysis
  • Develop and maintain financial models for forecasting, budgeting, and reporting.
  • Prepare monthly, quarterly, and annual financial reports and analysis.
  • Prepare actual vs. target budget reports on a regular basis.
  • Oversee and manage all aspects of fundamental financial planning and analysis, such as planning, spending, predicting, report generation, and other tasks.
  • Support budgeting and forecasting processes, including variance analysis and cost control.
  • Collaborate with cross-functional teams to provide financial support and analysis for business decisions.
  • Work with various business units to forecast income and expenses for the next few years.
  • Participate in the development of financial policies, procedures, and best practices.
  • Assist investors with their queries and provide timely and accurate information.
  • Research potential business expansion opportunities and present findings to senior management.
  • Identify and comprehend business issues; propose and carry out solutions.
  • Support other ad-hoc projects, reporting, and financial analysis.
  • To work on process improvements across reporting to reduce turnaround time.
  •  
    Automate Core Business Operations
  • Build and manage dashboards that provide a single source of truth for regional KPIs, empowering leadership with actionable, real-time insights.
  • Identify and eliminate points of friction in our financial and operational processes, creating a smoother and more efficient experience for our clients without compromising rigors.
  • Develop and deploy automated workflows and scripts to streamline financial and business operations, including budgeting, forecasting, reporting, and reconciliations.

Job Specification:

    Qualifications
    Essential:
  • Bachelor’s degree in Finance, Accounting, Data Science, or a related analytical discipline.
  • Proven experience in Financial Planning & Analysis (FP&A), Data Analytics, or Business Intelligence.
  • Advanced proficiency in Excel/Google Sheets, with hands-on experience in SQL and Python for financial automation and analysis.
  • Strong understanding of financial modeling, forecasting, and variance analysis.
  •  
    Desirable:
  • Hands-on experience with Google Apps Script to automate processes within the Google Workspace ecosystem.
  • Demonstrated ability to use low-code/no-code automation platforms (e.g., n8n, Zapier) to connect systems and build efficient workflows.
  • Practical experience leveraging AI/LLMs for complex reasoning, data analysis, or building decision-making tools.
  • Familiarity with data visualization and analytics tools (e.g., Metabase, MixPanel, Segment, Google Analytics).
  •  
    Skills & Attributes:
  • Excellent analytical, presentation, and communication skills — able to translate data into strategic insights.
  • A proactive, problem-solving mindset with the ability to manage multiple priorities under tight timelines.
  • Passion for ethical finance and alignment with Wahed’s mission of building a riba-free financial ecosystem.
  •  
     
    Why Wahed?
  • Strategic Exposure: Work closely with the Finance Director, gaining deep insight into financial strategy, capital planning, and growth management.
  • Tangible Impact: Your analyses and models will directly inform decisions shaping the future of ethical fintech.
  • Global Mission, Unified Team: Join a diverse, purpose-driven organization redefining the way finance serves humanity.

Similar Jobs

Yesterday
Hybrid
Pune, Maharashtra, IND
Senior level
Senior level
Fintech • Professional Services • Consulting • Energy • Financial Services • Cybersecurity • Generative AI
Business Analyst responsible for analyzing and translating business requirements into functional specifications and user stories for Avaloq-based wealth management platforms. The role supports digital transformation initiatives, collaborates across business and IT teams, manages stakeholders, and operates within Agile delivery environments using Jira and Confluence. Experience with global multinational banks is preferred.
Top Skills: AgileAvaloqConfluenceJIRA
Yesterday
Remote or Hybrid
India
Senior level
Senior level
Fintech • Professional Services • Consulting • Energy • Financial Services • Cybersecurity • Generative AI
Manage end-to-end transaction banking and retail payments projects within the BFSI sector, including compliance and regulatory initiatives. Lead Agile delivery, ISO 20022 payments projects, stakeholder communications across multiple geographies, release cycles, delivery management, RAID tracking, escalations, and senior stakeholder engagement. Mobile release management experience is preferred.
Top Skills: AgileConfluenceIso 20022JIRA
Yesterday
Remote or Hybrid
India
Senior level
Senior level
Fintech • Professional Services • Consulting • Energy • Financial Services • Cybersecurity • Generative AI
Business Analyst responsible for payments and digital journey initiatives within retail and global banking. The role involves requirements elicitation, backlog and Agile delivery management, customer channel analysis, MVP prioritization, epics and user stories, stakeholder alignment, market and As-Is analysis, solution walkthroughs, implementation support, and coordination across business, technology, operations, risk, legal, compliance, and UX teams.
Top Skills: ConfluenceJIRA

What you need to know about the Pune Tech Scene

Once a far-out concept, AI is now a tangible force reshaping industries and economies worldwide. While its adoption will automate some roles, AI has created more jobs than it has displaced, with an expected 97 million new roles to be created in the coming years. This is especially true in cities like Pune, which is emerging as a hub for companies eager to leverage this technology to develop solutions that simplify and improve lives in sectors such as education, healthcare, finance, e-commerce and more.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account