Financial Analyst

Finance AnalystLocation: Kozhikode (On-site)Company: PokketCFOExperience: Minimum 3 yearsEmployment Type: Full-time⭐ Preferred: Experience in a CA Firm / Accounting & Compliance Firm️ Requirement: Excellent communication & fluent English (written + spoken)About PokketCFOPokketCFO is a dynamic and fast-growing financial consulting firm dedicated to helping startups, SMEs, and enterprises achieve financial clarity and operational excellence.We are looking for a Finance Analyst to join our team in Kottayam and play a pivotal role in driving data-driven decision-making and ensuring financial health for our clients.Key Responsibilities1 Financial Analysis & Reporting:- Analyze financial data and trends for clients to provide actionable insights. - Prepare detailed financial models, forecasts, and budgets to support strategic decision-making. - Generate monthly, quarterly, and annual reports to monitor performance and KPIs.2 Client Support:- Collaborate with clients to understand their financial goals and develop tailored financial strategies. - Present findings and recommendations to clients in a clear and concise manner. - Act as a trusted advisor for financial planning and risk management.3 Data Management & Tools:- Utilize tools like Excel, Zoho, Tally and other financial software to manage and analyze data. - Work with dashboards and visualization tools (e.g., Tableau, Power BI) for presenting financial data. - Maintain accurate financial records and ensure compliance with regulatory standards.4 Process Optimization:- Identify inefficiencies in clients' financial processes and propose automation or optimization strategies. - Assist in implementing process improvements to enhance productivity and reduce costs.5 Research & Compliance:- Stay updated on financial regulations, trends, and technologies. - Ensure client compliance with relevant laws and guidelines.Qualifications & SkillsMust-Have:Education in Finance, Accounting, Economics, or related field.Strong analytical skills with proficiency in financial modeling and budgeting.Advanced knowledge of Microsoft Excel and other data visualization toolsExcellent communication and presentation skills.Salary @ 30000 per month

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