Finance Process &
Support
Support day-to-day finance and business processes and resolve operational issues.
Understand existing workflows, identify process gaps and recommend improvements.
Prepare process documentation, SOPs, MIS and management reports.
Coordinate with Finance, Operations, Technology and other stakeholders for process-related requirements.
Track process performance, exceptions, TAT and operational metrics.

Process Development &
Automation
Identify repetitive, manual and rule-based activities that can be automated.
Assist in designing and implementing improved finance processes.
Work with technology teams/vendors to translate business requirements into practical solutions.
Support automation initiatives using available digital/AI tools.
Participate in UAT, process testing, implementation and post-implementation support.

Analytics &
MIS
Analyse financial and operational data to identify trends, exceptions and improvement opportunities.
Develop and maintain dashboards, MIS and analytical reports.
Perform data validation, reconciliation and variance analysis.
Convert business data into actionable insights for management.
Support management with ad-hoc financial and operational analysis.





AI &
Digital Enablement
Explore practical applications of Generative AI, AI-assisted analytics and automation in finance processes.
Use AI tools to improve reporting, documentation, data analysis and process productivity.
Assist in developing AI-enabled workflows and use cases for finance and operations.
Maintain awareness of emerging AI tools relevant to financial services.

Required Skills
Valuable understanding of Finance / Accounting / Financial Services processes.
Solid analytical and problem-solving ability.
Valuable working knowledge of MS Excel including Pivot Tables, Lookup functions, data analysis, etc.
Exposure to Power BI / SQL / dashboards / reporting would be an advantage.
Familiarity with AI tools such as ChatGPT, Microsoft Copilot, Gemini or similar platforms.
Ability to understand business requirements and convert them into process improvements.
Good documentation and communication skills.
Ability to work with multiple stakeholders and handle process-support requirements.

Preferred QualificatRole & responsibilities

Preferred candidate profile

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