Financial Analyst at Guidepoint

Mumbai, Maharashtra, India

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Candidates must possess a Bachelor's degree in accounting, finance, or economics with a strong academic record and at least 5 years of relevant experience. Advanced knowledge of Excel, including Vlookup, IndexMatch, If statements, Pivot tables, and Sumif, is essential. Experience with Oracle Systems and budgeting software is required, along with excellent verbal and written communication skills and the ability to present report data to upper management. The ideal candidate is highly analytical, detail-oriented, organized, able to multitask, prioritize effectively, and work independently. Flexibility, creativity, and the ability to work under pressure are also necessary. Nice-to-have qualifications include knowledge of Hyperion (smartview) or Tableau, experience with systems data, a proficient understanding of accounting, experience in commissions calculations, and the ability to build Macros.

Responsibilities

The Financial Analyst will be responsible for monthly and quarterly global commissions calculation, Insights Variable Compensation calculation, and NSPB data entry, pulls, and report verification. They will also be responsible for client profitability reporting, associate production reporting, and ad hoc reporting. The role involves CRM data review and validation, driving special projects to evaluate savings and efficiency opportunities, and supporting presentations for Executive Management. Additionally, the analyst will review the CRM database for outdated sales opportunities, missing part information, or client updates, and examine turnover and monthly attrition from existing models.

Skills

Financial Analysis

Budgeting

Forecasting

Excel (Vlookup, IndexMatch, If statements, Pivot tables, Sumif)

Oracle Systems

Budgeting Software

Commissions Calculation

Client Profitability Reporting

Associate Production Reporting

CRM Data Validation

Hyperion (Smartview)

Tableau

Systems Data

Accounting

Macros

Guidepoint

Connects businesses with specialized advisors

About Guidepoint

Guidepoint connects businesses with a large network of specialized advisors, offering expert insights and market intelligence. With over 1.5 million experts across more than 150 industries, clients can access tailored research solutions, including one-on-one consultations and surveys, to meet their specific needs. Guidepoint manages all logistical aspects to ensure a smooth experience for its clients. The company operates on a business model that charges fees for its services, which can be structured as subscriptions, pay-per-use, or project-based pricing. What sets Guidepoint apart from competitors is its extensive network and the speed and quality of insights it provides, enabling clients to make informed decisions and navigate uncertainty effectively. The goal of Guidepoint is to be a trusted partner for businesses, helping them gain the intelligence needed to drive their decisions and growth.

New York City, New YorkHeadquarters

2003Year Founded

VENTURE_UNKNOWNCompany Stage

Consulting, Financial ServicesIndustries

1,001-5,000Employees