Senior Analyst

Debt Reporting and Consolidation

Designation: Senior Analyst

Y.O.E.- 5-7yrs

Responsibilities: (including but are not limited to)
Debt Reporting: 
•    Preparation and review of financial covenant ratio reports, ensuring compliance with SLAs and loan agreements. 
•    Maintain accurate and up-to-date debt management records, including updates to financing deals in internal systems. 
•    Monitor syndications on existing loans in collaboration with facility agents and ensure timely reporting. 
•    Oversee monthly and quarterly Net Debt reporting processes, ensuring consistency and alignment across reporting cycles. 
•    Test processes for data accuracy and manage system updates related to debt reporting. 
•    Ensure accurate and timely reporting of statutory accounts, focusing on debt and covenant compliance metrics. 
•    Support external and internal audits by providing documentation related to debt and covenant ratios. 
•    Provide technical support & guidance during regulatory reporting and compliance reviews. 
•    Mentor and support junior analysts, fostering skill development in debt and covenant reporting processes.
•    Work with account managers and facility agents to report accounting inconsistencies.
•    Review structure charts and SLA to set up new financings into systems.
•    Prepare regular (monthly, quarterly, and annual) debt reports for senior management and external stakeholders.
•    Understanding on Preparing and present timely and accurate financial reports, including income statements, balance sheets, and cash flow statements is a plus.
•    Assist with the preparation of quarterly and annual financial statements and reports for internal and external stakeholders.

Data Analysis:
•    Analyse financial data to identify trends, variances, and insights to support business decision-making.
•    Develop and maintain financial models and dashboards for efficient reporting and forecasting.

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• Deliver excellent customer service through effective diagnosis and troubleshooting of client queries

  • Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions
  • Assist clients with navigating around product menus and facilitate better understanding of product features 
  • Troubleshoot all client queries in a user-friendly, courteous and professional manner
  • Maintain logs and records of all customer queries as per the standard procedures and guidelines
  • Accurately process and record all incoming call and email using the designated tracking software
  • Offer alternative solutions to clients (where appropriate) with the objective of retaining customers’ and clients’ business
  • Organize ideas and effectively communicate oral messages appropriate to listeners and situations
  • Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs

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• Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client

  • Undertake product trainings to stay current with product features, changes and updates
  • Enroll in product specific and any other trainings per client requirements/recommendations
  • Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client
  • Update job knowledge by participating in self learning opportunities and maintaining personal networks

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Deliver