Careers
Finance Business Partner
About The Position
Personetics is the global leader in financial data-driven personalization, enabling financial institutions to forge deeper relationships by enhancing clients’ financial wellness and helping them make smarter decisions. Personetics reaches 135 million customers across 35 global markets while serving more than 130 financial institutions. Personetics’ AI analyzes financial data in real-time to understand customer financial behavior, anticipate needs, and deliver a hyper-personalized experience with day-to-day actionable insights, personalized recommendations, product-based financial advice, and automated financial wellness programs. The company has offices in New York, London, Singapore, São Paulo, and Tel Aviv.
About The Position
As part of our growth, we are looking for a motivated FP&A analyst to join our finance team.
The role is very broad and you will get exposure to all finance related aspects as a key financial position supporting our fast-growing company. You will have the exciting opportunity to build procedures, controls and reports that will help grow the success of the company
Responsibilities
- Establishing work methodologies and introducing innovative tools to guide business units’ leaders
- Creating economic models and analyzing existing information
- Synthesize research findings into actionable insights, to provide management members with decision making tools for new and ongoing business initiatives
- Building & maintaining budgets, rolling forecasts, on-going tracking of actual vs. budget analysis
- Perform economic decision making analysis to determine present and future financial performance (e.g. pricing, costs, new initiatives).
- Preparation of financial analysis & presentations to Management and Board of Directors
- Prepare financial models to support forecast and ad-hoc requests
- Analyze the business activity and trends
Requirements
- Bachelor's Degree in Accounting / Economics / Business Administration
- 5+ years’ experience as a financial analyst
- Background in Financial Advisory/Consulting firms - an advantage
- Knowledge and proven experience in building and working with models
- Proven experience in creating presentations for managers and / or board members
- Master in Microsoft Excel (Pivot table, data formulas etc) - Must
- Previous experience as Finance Business Partner – An advantage
- Fluency in both Hebrew and English
- Independent, accurate, professional
