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Interpolitan Money

Financial Analyst - Commercial Reporting and Sales Support

Posted 11 Hours Ago
Be an Early Applicant
In-Office
Mumbai, Maharashtra
Junior
In-Office
Mumbai, Maharashtra
Junior
The role involves maintaining commercial dashboards, calculating commissions, supporting forecasting, and providing sales performance insights to management.
The summary above was generated by AI

This is an entry to mid-level finance role that sits within the Finance function and supports both Finance and Sales teams. You will help build and maintain commercial dashboards, calculate commissions and affiliate payouts, and provide the AVP- Finance and Finance Director with visibility into the sales pipeline to support accurate forecasting and budgeting. 

This role offers excellent exposure to senior management, cross-functional collaboration, and the opportunity to develop skills in financial analysis and commercial analytics. 

Key Responsibilities: 

Sales Support & Commercial Reporting (35%): 

  • Maintain dashboards showing client trends, sales pipeline, and revenue trends 
  • Track sales metrics: deals in progress, conversion rates, client acquisition, transaction volumes 
  • Provide sales teams with regular reports on their performance and pipeline status 
  • Monitor client activity levels and flag accounts with declining transactions 
  • Support ad-hoc analysis requests from commercial teams 
  • Help identify revenue opportunities and risks. 

Financial Reporting & Administration (35%): 

  • Calculate monthly/quarterly commission payments for sales teams 
  • Process affiliate payout calculations and maintain records 
  • Support the AVP-Finance and Finance Director with pipeline data for budgeting and forecasting 
  • Reconcile sales data between HubSpot (CRM) and internal database systems 
  • Track revenue actuals vs. budget and help explain variances 
  • Maintain accurate documentation of all calculations and methodologies 

Dashboard & Data Management (25%): 

  • Update dashboards with latest data from HubSpot and internal database systems 
  • Ensure data accuracy and consistency across all reports 
  • Learn to build new reports and visuals as business needs evolve 
  • Work with the Engineering and product team on data integration improvements 
  • Maintain data refresh schedules and troubleshoot any issues 
  • Document processes and create user guides for stakeholders 

Stakeholder Support (5%): 

  • Prepare reports and presentations for Senior Management Team as requested 
  • Respond to queries from AVP Finance, Finance Director and COO 
  • Coordinate with CRM, Sales, and Operations teams on data requirements 
  • Support monthly/quarterly business review meetings with analysis 

Requirements

Essential: 

  • 2-5 years of experience in finance, accounting, analytics, reporting, or related roles 
  • Bachelor's degree in Finance, Accounting, Commerce, Data Analytics, or related field 
  • Strong Proficiency in Excel 
  • Experience with BI and data visualization tools (Power BI, Tableau, or similar). 
  • Strong understanding of financial statements, KPIs, and performance metrics. 
  • Attention to detail and accuracy in calculations 
  • Analytical mindset with problem-solving ability 
  • Strong written and verbal communication skills 
  • Ability to work independently and meet deadlines 
  • Comfortable working with numbers and data. 

Desirable: 

  • Knowledge of SQL, Python, or similar analytical tools is a plus. 
  • Exposure to CRM systems (HubSpot, Salesforce, etc.) 
  • Previous experience in fintech, banking, or payments 
  • Understanding of sales processes and commission structures 

Ideal Candidate Profile: 

We're looking for someone who: 

  • Is passionate about data and numbers 
  • Is detail-oriented but also sees the bigger picture 
  • Asks questions and seeks to understand the "why" 
  • Is comfortable with technology and learning new tools 
  • Wants a role that combines finance and business analysis 
  • Thrives in a fast-paced, evolving environment 



Benefits
  • Opportunity to learn and develop new skills 
  • Quarterly team celebrations 
  • Attractive Employee Private Health
  • 25 days annual leave 
  • Compulsory Birthday off 
  • ESOP Participation 
  • 2 days annually to volunteer for an initiative or charity 
  • Annual company Unplugged Week 

Why You'll Love Working Here: 

  • Be part of a fast-growing, internationally recognised business shaping the future of alternative banking 
  • Deliver impact across a global client base with the autonomy and support to do meaningful work 
  • Access opportunities for growth, whether through cross-functional projects, regional exposure, or internal development pathways 
  • Join a collaborative, values-driven team where excellence, discretion, and ambition are celebrated 
  • Benefit from structured training, leadership visibility, and a hybrid work model designed to bring out your best 

Ready to take the next step in your career journey? Submit your application today and help shape the future of finance. 

Interpolitan is an equal opportunity employer. We are committed to building a diverse and inclusive work environment where we learn from each other. We welcome people from diverse backgrounds, experiences, abilities and perspectives, and believe our differences add value to our organisation. 

Top Skills

Excel
Hubspot
Power BI
Python
Salesforce
SQL
Tableau

Interpolitan Money Mumbai, Maharashtra, IND Office

2905 Marathon Futurex, NM Joshi Marg, Lower Parel, Mumbai, Mumbai, India, 400013

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