Financial & Analytics Lead

Job Summary

• The Financial \& Analytics Lead is responsible for the

design, development, and validation of financial logic and analytics frameworks

powering digital financial products and tools within a FinTech product.

• This role is central to ensuring that all financial outputs—including risk scores, financial ratios, portfolio analytics, sentiment indicators, and ranking systems—are

accurate, consistent, and aligned with established financial principles

.

• The position acts as a

bridge between financial theory and technical implementation

, working closely with product, engineering, and data teams to translate complex financial concepts into

scalable, user-oriented, and production-ready solutions

.

• The role also holds accountability for maintaining the

integrity, credibility, and reliability

of all financial outputs delivered to end-users.

KEY ACCOUNTABILITIES \& ACTIVITIES

1. Financial Framework Design and Ownership

· Develop and maintain financial models and frameworks, including risk scoring systems, portfolio analytics, financial ratios, and valuation methodologies.

· Define calculation logic, assumptions, normalization methods, and dependencies for all financial outputs.

· Ensure consistency and comparability of financial metrics across different tools and use cases.

2. Product Development and Integration

· Translate financial concepts into structured product features and analytical outputs.

· Collaborate with product management to define feature requirements and expected behaviors.

· Prepare detailed specifications for technical teams, including inputs, logic, outputs, and interpretation guidelines.

3. Validation and Quality Assurance

· Establish validation processes for all financial outputs, including backtesting, scenario analysis, and stress testing.

· Monitor and resolve inconsistencies, inaccuracies, and edge-case failures.

· Ensure all financial outputs meet internal accuracy and reliability standards prior to release.

4. Analytics and Scoring Systems

· Design and refine scoring methodologies, including risk scores, sentiment indicators, and ranking models.

· Ensure scoring systems are financially grounded, interpretable, and aligned with market realities.

· Work with data and machine learning teams to align statistical outputs with financial relevance.

5. Cross-Functional Collaboration

· Serve as the primary financial subject matter expert across product, engineering, and data teams.

· Provide clear explanations of financial logic, methodologies, and assumptions.

· Support teams in implementing and maintaining financial models within technical systems.

6. Market Research and Continuous Improvement

· Monitor global and regional financial markets, methodologies, and analytical frameworks.

· Benchmark financial tools against industry standards and best practices.

· Continuously enhance models to improve accuracy, relevance, and usability.

7. Documentation and Governance

· Develop and maintain comprehensive documentation of financial logic, models, and assumptions.

· Ensure all frameworks are transparent, reproducible, and auditable.

· Support compliance with applicable financial regulations and standards where required.

8. Other

· Perform additional duties as assigned by management.

COMPETENCIES

Core

· Financial Modeling: Strong expertise in financial analysis, valuation, and portfolio analytics.

· Risk Analysis: Deep understanding of risk metrics such as volatility, drawdown, and factor-based risk.

· Data Analysis Tools: Proficiency in Excel, or similar tools for financial modeling.

· Product Understanding: Ability to translate financial concepts into structured, scalable product logic.

· Market Knowledge: Strong awareness of financial markets, instruments, and investment strategies.

· Regulatory Awareness: Familiarity with financial regulations and data compliance standards.

Soft

· Analytical Thinking: Ability to structure complex financial problems into clear frameworks.

· Communication: Ability to explain financial concepts to technical and non-financial stakeholders.

· Collaboration: Strong ability to work across cross-functional teams.

· Problem-Solving: Ability to identify issues and implement practical, data-driven solutions.

· Attention to Detail: High level of accuracy in financial calculations and outputs.

Languages

· English (Advanced Proficiency)

JOB SPECIFICATIONS

Industry / Domain

FinTech / Investment Platforms / Digital Financial Services

Necessary Knowledge and Experience

· 7+ years of experience in financial analysis, asset management, investment research, or fintech platforms.

· Strong experience in financial modeling, portfolio analytics, and equity analysis.

· Experience working with product and engineering teams is preferred.

Education and Certification Requirements

· Bachelor’s or Master’s degree in Finance, Economics, or a related field.

· Professional certifications such as CFA or equivalent are preferred.