Senior Financial Planning Analyst

9 hours ago


Islamabad, Islamabad, Pakistan INEXOR Full time

About Us:

We're building a cutting-edge AI-powered financial platform that delivers personalized market insights across stocks, crypto, commodities and personal finance/accounting. Our platform serves everyone from beginners to advanced traders with real-time analysis and actionable intelligence. We're looking for a Senior Financial Planning & Analyst to elevate our product from good to exceptional.

The Role:

We're seeking a versatile Senior Financial Planning & Analyst who can bridge the gap between complex financial markets and user-friendly technology. Required: Expert-level knowledge of capital markets, financial planning, and accounting across personal and business contexts.

Requirements:

Capital Markets

  • Deep understanding of equity markets, including fundamental and technical analysis
  • Experience with fixed income securities, yield curves, and credit analysis
  • Knowledge of derivatives (options, futures, swaps) and their applications
  • Understanding of market microstructure, liquidity, and price discovery mechanisms
  • Track record of analyzing market trends and identifying investment opportunities

Crypto Currency

  • Hands-on experience trading and analyzing digital assets
  • Strong understanding of DeFi protocols, yield farming, and liquidity provision
  • Knowledge of tokenomics, including token valuation and utility analysis
  • Experience with blockchain analytics tools (Glassnode, Nansen, Dune Analytics)
  • Understanding of crypto market cycles and on-chain metrics

Financial Planning

  • Proven experience in portfolio construction and optimization
  • Expertise in asset allocation strategies across traditional and alternative investments
  • Track record in wealth management and financial advisory
  • Experience with retirement planning, tax optimization, and estate planning
  • Knowledge of risk assessment and client suitability analysis

Accounting

  • Strong foundation in analyzing financial statements (balance sheet, income statement, cash flow)
  • Proficiency in GAAP and IFRS accounting standards
  • Experience with financial modeling and valuation methods (DCF, comparables, precedent transactions)
  • Ability to identify accounting red flags and assess earnings quality
  • Understanding of sector-specific accounting nuances and metrics
  • Proficient in Budgeting, Savings, Financial Planning, Debt Management

Technical Skills

  • Advanced Excel/Google Sheets for financial modeling
  • SQL for data analysis and reporting
  • Experience with financial data platforms (Bloomberg, Refinitiv, S&P Capital IQ)
  • Experience with accounting platforms such as (Quickbooks)
  • Python or R for quantitative analysis (preferred)
  • Familiarity with financial APIs and data integration
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