Key Responsibilities:
Research & Development:
- Develop & implement Credworthiness Scoring Model
- Analyse the present offering and add more insights into our reports in the form of financial & non-financial red flags that support credit underwriting
- Analyse various financial models and implement models that are viable
- Analyse the competitor offering and collect ideas on how InstaFinancials can make a strong differentiation
- Analyse the international products & provide insights & ideas to enhance our financial analysis reports
Project Delivery & Key Account Deliveries:
- Handling key accounts, large data project deliveries is one of the primary responsibilities
- Understand client requirements, prepare the output using SQL & excel in the desired format and deliver the required data of bulk list of companies on time
- Prepare MIS of the output file and summarize the same in the email
- Give timely update to the client on project progress
- Communicate in time if there is any delay in delivery or challenges
- Ensure great customer satisfaction
- Address any domain specific queries
- Address the queries and concerns from the client
Database Management:
- Monitor and manage all our existing data sources and data sourcing tools
- Report the areas to improve or any challenges in data collection
- Identify new data sources to enhance the report quality
- Improve data availability, quality, consistency and privacy
Management Reporting:
- Prepare database, projects, sales, operational & various dashboard on Power BI
Skills & Abilities:
- Strong knowledge of MCA forms, Companies Act, and company filings (mandatory)
- Proficient in Microsoft Excel (advanced formulas, automation, data handling)
- Hands-on experience with SQL/MySQL for data querying and management
- Proficiency in Power BI for building visual dashboards and reporting KPIs
- Working knowledge of financial modelling, scenario analysis, budgeting, and forecasting
- Familiarity with MIS reporting, PowerPoint for business presentation decks
- Ability to work independently and collaboratively in a fast-paced environment
Education & Experience:
- Bachelor’s or Master’s degree in Finance, Accounting, or related field
- 3 to 5 years of relevant work experience in finance, research, or financial data analytics
- Experience in companies like MSCI, Wells Fargo, or financial data firms is a strong plus
- Prior work involving MCA data, regulatory filings, or ESG datasets is essential
