Wahed

Robo-advisory platform offering Shariah-compliant portfolios

Financial Analyst - Financial Planning & Analysis

Corporate Finance & FP&AConfirmed live in the last 24 hours

Full-timeMumbai, Maharashtra, IndiaNo salary listedHybrid

About the Job

Requirements

A bachelor's degree in Finance, Accounting, Data Science, or a related analytical discipline is required.
Proven experience in Financial Planning & Analysis, Data Analytics, or Business Intelligence is required.
Advanced proficiency in Excel or Google Sheets, with hands-on experience in SQL and Python for financial automation and analysis, is required.
A strong understanding of financial modeling, forecasting, and variance analysis is required.
Excellent analytical, presentation, and communication skills are needed to translate data into strategic insights.
A proactive, problem-solving mindset and the ability to manage multiple priorities under tight timelines are required.
Passion for ethical finance and alignment with Wahed's mission of building a riba-free financial ecosystem are required.

Responsibilities

Develop and maintain financial models for forecasting, budgeting, and reporting.
Prepare monthly, quarterly, and annual financial reports and analysis.
Prepare actual-versus-target budget reports regularly.
Oversee fundamental financial planning and analysis, including planning, spending, prediction, report generation, and related tasks.
Support budgeting and forecasting processes, including variance analysis and cost control.
Collaborate with cross-functional teams to provide financial support and analysis for business decisions.
Work with business units to forecast income and expenses for the next few years.
Participate in developing financial policies, procedures, and best practices.
Assist investors with queries and provide timely, accurate information.
Research potential business expansion opportunities and present findings to senior management.
Identify and understand business issues, then propose and carry out solutions.
Support ad hoc projects, reporting, and financial analysis.
Improve reporting processes to reduce turnaround time.
Build and manage dashboards that provide a single source of truth for regional key performance indicators and actionable, real-time insights for leadership.
Identify and eliminate friction in financial and operational processes to improve client experience and operational efficiency without compromising rigor.
Develop and deploy automated workflows and scripts for financial and business operations, including budgeting, forecasting, reporting, and reconciliations.

Desired Qualifications

Hands-on experience with Google Apps Script to automate processes in the Google Workspace ecosystem.
Ability to use low-code/no-code automation platforms such as n8n and Zapier to connect systems and build efficient workflows.
Practical experience using artificial intelligence or large language models for complex reasoning, data analysis, or building decision-making tools.
Familiarity with data visualization and analytics tools such as Metabase, Mixpanel, Segment, and Google Analytics.

About Wahed:

The global financial system wasn't built for everyone. For millions of people, its reliance on interest (riba) creates a barrier to managing money and building wealth without compromising their values.

At Wahed, we're changing that. We are a global fintech company on a mission to build a new financial system—one that is ethical, accessible, and entirely interest-free. From our offices across the globe, our team is building products that were once deemed impossible, from pioneering Shariah-compliant equity ETFs, creating true riba-free alternatives to high yield savings accounts, to creating no-leverage real estate investments for truly interest-free income producing assets. If you're driven to solve complex problems and believe finance should empower, not exclude, join us in building a more equitable financial future.

Job Brief:

As a Financial Analyst (FP&A) at Wahed, you will be the analytical engine powering strategic decision-making across the business. You will work directly with the Finance Director and cross-functional leaders to translate data into financial insight, build dynamic forecasting models, and strengthen the financial foundations of a rapidly scaling, values-driven fintech.

This role combines financial analysis expertise with automation and data intelligence to streamline workflows, strengthen decision-making, and improve operational scalability.

Job Description:

Financial Planning & Analysis

Develop and maintain financial models for forecasting, budgeting, and reporting.
Prepare monthly, quarterly, and annual financial reports and analysis.
Prepare actual vs. target budget reports on a regular basis.
Oversee and manage all aspects of fundamental financial planning and analysis, such as planning, spending, predicting, report generation, and other tasks.
Support budgeting and forecasting processes, including variance analysis and cost control.
Collaborate with cross-functional teams to provide financial support and analysis for business decisions.
Work with various business units to forecast income and expenses for the next few years.
Participate in the development of financial policies, procedures, and best practices.
Assist investors with their queries and provide timely and accurate information.
Research potential business expansion opportunities and present findings to senior management.
Identify and comprehend business issues; propose and carry out solutions.
Support other ad-hoc projects, reporting, and financial analysis.
To work on process improvements across reporting to reduce turnaround time.

Automate Core Business Operations

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.
Develop and deploy automated workflows and scripts to streamline financial and business operations, including budgeting, forecasting, reporting, and reconciliations.

Job Specification:

Qualifications

Essential:

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.

Desirable:

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).

Skills & Attributes:

Excellent analytical, presentation, and communication skills — able to translate data into strategic insights.
A proactive, problem-solving mindset with the ability to manage multiple priorities under tight timelines.
Passion for ethical finance and alignment with Wahed’s mission of building a riba-free financial ecosystem.

Why Wahed?

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.

About the Company

Wahed

Robo-advisory platform offering Shariah-compliant portfolios

Wahed provides a digital, Shariah-compliant investment platform that uses robo-advisory to automate portfolio management aligned with Islamic values. Customers access globally diversified portfolios that include Shariah-compliant stocks, Sukuk, real estate, and gold, with ethical screens applied by an investment review board. The platform uses a simple annual management fee (0.49%–0.79%) and a low minimum investment, making halal investing accessible. It differentiates itself by offering a structured halal investment solution with a first Nasdaq Shariah-compliant ETF (HLAL) and a track record of international expansion, multi-asset offerings, and services like UK SIPP; it serves over 300,000 clients. Its goal is to provide easy-to-use, compliant investment options that align financial growth with Islamic principles and ethical standards for a broad audience.

Company size: 201-500
Company stage: Debt Financing
Total funding: $92.9M
Headquarters: Abu Dhabi, United Arab Emirates
Founded: 2015

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