HERE’S A SHORT INTRO OF WHO WE ARE

Since 2005, finexis has been more than just a financial services provider – we are lifelong confidantes, guiding clients through every stage of their financial journey. As the largest and fastest growing independently-owned financial advisory firm in Singapore, we are proud to have over 900 consultants and staff, $1 billion in assets under advisory, and strategic partnerships, that establish us as a market leader in personalised financial services.
We deliver tailored financial solutions in wealth management, investment planning, and risk management, all driven by our mission to impact lives beyond finance.

• Support business performance management cycles which include planning & budgeting, target setting, performance review, providing management information and analytics (scheduled and ad-hoc), etc.;
• Responsible for streamlining and controlling business and financial data processes to ensure the accuracy and reliability of reports and analysis;
• Serve as subject matter expert in designing, building, and maintaining business intelligence tools and dashboards;
• Conduct comprehensive market studies to generate actionable business intelligence and strategic insights;
• Support initiatives to develop financial models, prepare business cases, and support the implementation of strategic initiatives;
• Create and maintain reusable scripts and macros to streamline data extraction, aggregation, and validation processes across multiple data sources; andUndertake special projects and assignments as and when required.