Senior Associate, Finance
GIST Impact
Description
Role Description:
We are seeking a detail-oriented and analytical finance professional to join our team, specializing in
Management Reporting, Analysis and financial modelling. The ideal candidate will play a critical role in
financial data analysis, reporting, and supporting decision-making processes. Proficiency in advanced
Excel, data visualization, and presentation skills is essential for success in this role.
Job Duties and Responsibilities:
Finance Transformation & Process Optimization
● Lead and project manage end-to-end delivery of key finance transformation initiatives across
the group.
● Redesign and implement improvements to core finance processes to enhance automation,
control, and scalability.
● Oversee and drive process improvements through template creations and training across:
○ Month-end close
○ Purchase ledger
○ Order-to-cash
○ Expense management
○ Approval workflows
● Develop and maintain finance templates, forms, and SOPs.
● Design, structure and help create the investor data room to support audits, fundraising, and
due diligence.
● Contribute to project-based financial initiatives with a focus on automation and operational
efficiency.
● Standardize and roll out balance sheet reconciliation templates across the group.
MIS Reporting & Analysis
● Design and roll out maintenance of monthly MIS dashboards to monitor financial
performance, KPIs, and business metrics.
● Create the capabilities to analyze and present financial data, including P&L, budgets,
forecasts, and variance reports.
● Project manage and roll out the timeliness of all management reports, dashboards, and
presentations.
Financial Modeling & Data Management
● Build and manage integrated financial models for budgeting, forecasting, scenario analysis
and variance analysis.
● Collect, organize, and validate financial and operational data from multiple systems.
● Ensure data integrity and resolve discrepancies effectively.
Presentation & Visualization
● Prepare clear and compelling templates for presentations using PowerPoint for internal and
external stakeholders.
● Visualize complex data for decision-making using charts, graphs, and dashboards.
Collaboration & Stakeholder Management
● Work closely with finance, operations, and cross-functional teams to enhance data flow and
reporting.
● Support audit processes, reconciliations, and other ad-hoc finance projects.
● Upskill and train team members to embed best practices and tools.
Continuous Improvement
● Identify opportunities for streamlining reporting processes and automating manual tasks.
● Stay updated with financial reporting trends, tools, and best practices.
Desired Professional Traits:
● Proactive and self-motivated with a strong sense of ownership.
● Natural problem-solver who can identify process gaps and drive implementation.
● Collaborative mindset with the ability to work cross-functionally.
● Clear communicator who can translate complex data into actionable insights.
● Adaptable, curious, and eager to adopt new tools and best practices.
Requirements
Required Skills and Experience:
● Master's degree in Finance, Business Analytics, or a related field.
● Additional certification or coursework in Sustainability is a strong plus.
● Proven experience in financial reporting, MIS, and transformation in a scaling or tech environment
of minimum 3 years.
● Advanced proficiency in Microsoft Excel (including pivot tables, formulas, charts, and scenario
tools).
● Strong PowerPoint skills for presentation development.
● Familiarity with data visualization tools like Tableau, Power BI, or Google Data Studio is
advantageous.
● Familiarity with accounting softwares like Tally, Bexio, Zoho Books, Xero.
● Excellent analytical, problem-solving, and data interpretation skills.
● Strong attention to detail and the ability to manage multiple priorities.
About GIST Impact
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