Financial Solutions Advisor guiding clients in achieving financial goals through customized plans and investment strategies at Bank of America. Collaborating effectively while mitigating risks and enhancing client relationships.
About the role
- AI and Automation Associate at Wahed enhancing financial decision-making through data automation and analysis. Join a fintech company on a mission for an ethical financial system.
Responsibilities
- Automate Core Business Operations: Develop and maintain automated scripts and workflows for routine data tasks, including compliance reporting, internal client reporting, and daily reconciliations (fees, client holdings, transactions).
- Build and manage dashboards that provide a single source of truth for regional KPIs, empowering leadership with actionable, real-time insights.
- Identify and eliminate points of friction in our financial and operational processes, creating a smoother and more efficient experience for our clients without compromising rigors.
- Financial Planning & Analysis: Develop and deploy automated workflows and scripts to streamline financial and business operations, including budgeting, forecasting, reporting, and reconciliations.
- Prepare and automate monthly, quarterly, and annual financial reports, ensuring accuracy and timeliness in actual vs. target performance tracking.
- Support budgeting and cost-control processes, integrating AI tools for predictive analytics and real-time variance detection.
- Collaborate with cross-functional teams to provide financial insights that guide business and investment decisions.
- Research, analyze, and model potential business expansion or optimization opportunities using AI-enhanced financial modeling.
Requirements
- Bachelor’s degree in Finance, Accounting, Data Science, or a related analytical discipline.
- Proven experience in Financial Planning & Analysis (FP&A), Data Analytics, or Business Intelligence.
- Advanced proficiency in Excel/Google Sheets, with hands-on experience in SQL and Python for financial automation and analysis.
- Strong understanding of financial modeling, forecasting, and variance analysis.
- Hands-on experience with Google Apps Script to automate processes within the Google Workspace ecosystem.
- Demonstrated ability to use low-code/no-code automation platforms (e.g., n8n, Zapier) to connect systems and build efficient workflows.
- Practical experience leveraging AI/LLMs for complex reasoning, data analysis, or building decision-making tools.
- Familiarity with data visualization and analytics tools (e.g., Metabase, MixPanel, Segment, Google Analytics).
Benefits
- Strategic Exposure: Work closely with the Finance Director, gaining deep insight into financial strategy, capital planning, and growth management.
- Tangible Impact: Your analyses and models will directly inform decisions shaping the future of ethical fintech.
- Global Mission, Unified Team: Join a diverse, purpose-driven organization redefining the way finance serves humanity.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
CFO leading finance function in multi - site manufacturing operations with $100M+ in revenue. Responsible for strategic guidance and financial operations across the organization.
Participate in a Graduate Program in Finance at Mondelēz International, focusing on plant controlling activities and financial planning. Gain on - the - job experience and develop essential skills through rotations.
RBC Investment and Retirement Planner crafting personalized investment plans and solutions for clients. Building relationships to meet financial goals and providing expert financial advice.
Finance Assistant providing key support to IPA's financial operations by handling accounting tasks and maintaining financial records. Assisting with financial reporting and payroll processes while ensuring compliance and smooth operations.
Expert Oracle EPM ARCS Architect leading Oracle EPM ARCS implementations for Group Finance. Collaborating with financial teams to optimize reconciliation processes.
Financial Solutions Advisor within the Advisor Development Program at Merrill Wealth Management. Providing holistic financial advice and guidance to clients through phone - based interactions.
Principal Financial Analyst at Medtronic managing LATAM financial strategies, driving metrics and operational decisions in a leadership role without direct reports.
Financial Solutions Advisor assisting clients with financial planning and brokerage products. Engaging clients to achieve short and long - term financial goals with tailored advice and solutions.
Bioprocessing Senior Financial Analyst partnering with business unit leadership at Thermo Fisher Scientific. Collaborating on financial strategy, analysis, and operational improvement initiatives.