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Finance Analyst - Work From Home - Remote

Posted 10 weeks ago
Finance / Legal
Full Time
Philippines

Overview

The Finance Analyst role focuses on maintaining and updating client investment portfolios, producing client-ready reports, and improving workflow efficiency, all while working from home.

In Short

  • Maintain and update client investment portfolios using a customized Excel-based tool.
  • Extract and reconcile data from investment platforms.
  • Prepare polished client-ready reporting packs using Excel and PowerPoint.
  • Collaborate with the Director to ensure data accuracy.
  • Produce customized quarterly client reports.
  • Identify opportunities to improve workflow efficiency.
  • Ensure the accuracy and professional presentation of materials.
  • Handle other role-specific duties as needed.

Requirements

  • Proficiency in Excel and PowerPoint.
  • Experience in investment management or finance.
  • Strong analytical skills for data reconciliation.
  • Attention to detail in reporting.
  • Ability to work independently and remotely.

Benefits

  • Work from home flexibility.
  • Opportunity to collaborate with experienced professionals.
  • Enhance skills in finance and reporting.
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Twoconnect

Twoconnect is a forward-thinking company focused on leveraging data analytics to drive business success. With a commitment to creating interactive and visually appealing dashboards, Twoconnect empowers organizations to make informed decisions through effective data visualization. The company emphasizes collaboration with stakeholders to understand their needs and ensure that the solutions provided align with business objectives. By adhering to best practices in data governance and providing training to end-users, Twoconnect fosters a culture of data-driven decision-making while continuously innovating with the latest Power BI features.

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