Job description
Can you evaluate the financial situation of an organization, build financial tools and generate appropriate solution based reports? Are you an analytical professional seeking to deeply understand your clients and their businesses? Do you enjoy working in a fast-paced startup environment?
Momentum Credit provides working capital solutions to small businesses and individuals. The Financial Analyst will play a crucial role to drive the organization’s movement towards data-driven decision making.
The successful candidate will report to the Business Development Officer/Finance Director. Momentum Credit believes in allowing its team to explore their potential and they fully support each member at each phase of their career progression towards career growth.
Key Responsibilities
Daily
Monitor customer complaints by ensuring adequate complaint escalation and resolution.
Maintain detailed report on complaints including TAT.
Design, create and present complete financial models as assigned by supervisor and Propose areas of concern which require modelling.
Prepare analysis work as may be assigned by Supervisor.
Handle short/long term special projects which include creating a budgeting tool, designing a Cash flow forecasting tool for Finance and ideating stress techniques to simulate business scenarios.
Review product performance reports by 10:30 am .
Weekly
Attend the meetings and make a meaningful contribution including presenting prepared reports in weekly management meetings and preparing high-level pipeline reports for Exco meetings.
Provide sales performance reports on all Sales Representatives.
Support marketing activities by ensuring all marketing materials are available for scheduled activities and maintaining and accounting for the marketing budget.
Support product development by monitoring the performance of all deal pipelines across all products and reporting on lost pipelines and customer complaints.
Translate new ideas into actual numbers to see if they contribute positively or negatively to the overall goal of MCL.
Monthly
Ensure staff inductions are followed up on and encompass all business units.
Support product development through competitor product analysis, leveraging market best practice and monitoring third-party/authorized panels performance.
Prepare budgetary reports as requested by management ensuring to update and consolidate this data.
Quarterly
Update training and coaching schedules based on changes in products and introduction of new products
Prepare and present a report on changes in the competitive landscape on key parameters as specified by management
Reviews budgets to ensure that they are in line with the evolving strategy while ensuring to update and consolidate this data.
Annually
Prepare annual budgets in October
Minimum Requirements:
2 years relevant work experience with at least 1 year in an analytical position and or a financial position
Bachelor’s degree in a relevant field
CPA (K) is an added advantage
Experience preparing reports and proficient in Excel
Strong analytical skills with an appreciation of risk management
Strong strategic thinker with self-determination
Highly motivated and ambitious individual with unquestionable integrity
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