Senior FP&A Analyst

Role Purpose:
Join Mofid’s FP&A team to support strategic planning, performance management, and data-driven analytics across our asset management business. In this role, you will help define measurable departmental objectives and sales performance metrics, strengthen financial models and management reporting, and contribute to business development initiatives through market research and industry benchmarking.


Key Responsibilities:

Department Goals & Performance Management

•  Partner with department heads to define annual and quarterly targets across growth, expenses, and productivity.
•  Design, monitor, and maintain a structured KPI and OKR framework to track performance against targets.

Sales Metrics & Forecasting

• Develop and maintain sales performance reporting, including pipeline health, conversion rates, productivity, net new assets/flows, and fee revenue impact.
• Analyze trends and variances and present clear insights to senior management.

Financial Modeling & Forecasting

• Build and improve forecasting and scenario models covering AUM and flows, fee and revenue drivers, headcount and compensation, and operating expenses.
• Conduct sensitivity and stress analysis to support strategic and management decisions.

Asset Management Analytics

• Produce recurring performance reports and ad-hoc analyses linking business results to key drivers such as market conditions, client behavior, products, and distribution channels.

Data, Reporting & Automation

• Build and maintain structured, auditable, and scalable dashboards and financial models in Google Sheets.
• Improve data quality, consistency, and efficiency across reporting processes through automation and process enhancements.

Executive Communication

• Prepare clear, management-ready presentations that focus on insights, implications, and decision support rather than raw data.

Qualifications:

• 3+ years of experience in business-related roles (FP&A, finance, business development, sales, product management, …)
• Solid familiarity with the Iranian capital markets, asset management business, and financial industry
• Advanced Google Sheets / Excel skills
• Advanced English reading proficiency
• CFA Level I passed (strongly recommended)
• MBA or Bachelor’s degree in Finance, Accounting, Economics, or a related field (recommended)
• Experience with BI tools and financial planning systems (nice to have)
• Working knowledge of SQL and Python for data analysis and automation (nice to have)

Nice to Have:
FRM certification.
Working knowledge of SQL and Python for data analysis and automation.
Experience with BI tools (Power BI, Tableau) and/or planning systems (e.g., Anaplan, Adaptive, TM1).
Experience partnering closely with Sales or Distribution teams.