Financial Analyst - Toa Payoh

apartmentFinexis Advisory placeToa Payoh scheduleFull-time calendar_month6/9/25

ARE YOU SEEKING FOR GROWTH YET YOU WANT A FULFILLING CAREER?

Be ready to embark on a journey which offers you an exciting opportunity!

HERE’S A SHORT INTRO OF WHO WE ARE

Since 2005, finexis has been more than just a financial services provider – we are lifelong confidantes, guiding clients through every stage of their financial journey. As the largest and fastest growing independently-owned financial advisory firm in Singapore, we are proud to have over 900 consultants and staff, $1 billion in assets under advisory, and strategic partnerships, that establish us as a market leader in personalised financial services.

We deliver tailored financial solutions in wealth management, investment planning, and risk management, all driven by our mission to impact lives beyond finance.

WHAT TO EXPECT

This role participates in reporting and data analytics, performance management, business partnering and decision-making support.

WHAT YOU'LL DO

Support business performance management cycles which include planning & budgeting, target setting, performance review, providing management information and analytics (scheduled and ad-hoc), etc.;
Responsible for streamlining and controlling business and financial data processes to ensure the accuracy and reliability of reports and analysis;
Serve as subject matter expert in designing, building, and maintaining business intelligence tools and dashboards;
Conduct comprehensive market studies to generate actionable business intelligence and strategic insights;
Support initiatives to develop financial models, prepare business cases, and support the implementation of strategic initiatives;
Create and maintain reusable scripts and macros to streamline data extraction, aggregation, and validation processes across multiple data sources; and
Undertake special projects and assignments as and when required.

WHO YOU ARE

Degree in Accountancy, Finance, or related disciplines
3 years’ working experience from Big 4, financial services, or e-Commerce sectors with financial analyst exposure. Hands-on experience with Tableau is highly desirable.
Strong analytical and problem-solving skills, with the ability to exercise sound judgment and intuitive thinking.
In-depth understanding of data structures and data management.
Meticulous, problem solver with a can-do attitude and a desire to excel
Team player with excellent verbal and written communication skills
Ability to work in a fluid, dynamically changing, and results-oriented environment

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