Job Description

Nablasol is looking for a detail-oriented Financial Document Analyst to handle client documents, process financial information, and maintain accurate and complete case files. The role involves reviewing and categorizing documents, extracting information, preparing financial worksheets, updating CRM records, and following up with clients for missing information.

Candidates from Finance, Accounting, Banking Operations, Loan Processing, KPO, Backend Operations, Documentation, Audit Support, or similar process-driven roles are encouraged to apply.

Responsibilities

  • Review, organize, index, and process financial documents such as bank statements, tax returns, financial statements, mortgage statements and other supporting documents.
  • Prepare and maintain complete case files and financial worksheets.
  • Extract and compile financial information, including income, expenses, assets, and liabilities.
  • Reconcile information, identify discrepancies or missing documents, and ensure data accuracy.
  • Track document status and case progress in the case management system.
  • Prepare supporting summaries and draft correspondence/documents for senior team members’ review.
  • Maintain proper documentation and audit trails for all case-related information.
  • Support additional finance-related services such as bookkeeping or tax documentation as required.

Skills

  • Good understanding of financial documents and basic accounting concepts.
  • Strong analytical skills and attention to detail.
  • Comfortable working with repetitive and document-intensive tasks.
  • Good knowledge of MS Excel/Google Sheets.
  • Good CRM/data-entry and documentation skills.
  • Strong organizational and documentation skills.
  • Good written and verbal communication skills.
  • Ability to handle confidential financial information and work with large volumes of documents.

Education & Experience

  • 1–4 years of experience in Finance, Accounting, Bookkeeping, Financial Services, Tax Operations, or a related field.
  • Experience with financial document processing or preparation of financial statements/worksheets is preferred.
  • US Tax/Financial Services experience is an advantage.
  • Candidates pursuing or holding CA, CMA, CS, EA, B.Com, M.Com, or other relevant qualifications are encouraged to apply.
  • Bachelor’s/Master’s degree in Finance, Accounting, Commerce, or a related field.

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