Turn approved positions into successful hires.
Talentfex connects manpower planning, cost-centre control, intelligent screening, assessments, interviews, offers and onboarding in one configurable SaaS platform.
Talentfex Workforce consoleFinance · Reporting & Analysis · Unit 04
Senior Financial Analyst
Position #2041007 · FTE 1.0 · Band M3
Candidate pipeline
liveScreened
48
Shortlist
12
Assessed
7
Interview
3
Offer
1
A. Rahman — Shortlisted
Notice 30 days · within band
86
match score
Assessment
Psychometric + technical
74 / 100 · passed
Panel interview
Thu · 2:30 PM
3 panelists booked
Onboarding readiness
6 of 10 stepsOne path from workforce budget to a measured hire
Most teams stitch this together across spreadsheets, inboxes and disconnected tools. Talentfex keeps every stage on the same thread, so nothing is re-keyed and nothing falls through.
- 01
Plan
Align hiring with budget.
- 02
Approve
Route for approval.
- 03
Advertise
Publish approved roles.
- 04
Screen
Rank suitable candidates.
- 05
Assess
Evaluate skills and fit.
- 06
Interview
Schedule and collect feedback.
- 07
Offer
Issue offers and verify documents.
- 08
Onboard
Prepare for day one.
- 09
Measure
Track KPIs and outcomes.
Recruitment begins with an approved, budgeted position
Before a role is ever advertised, it exists as a funded line in your structure — owned by a cost centre, sized with a salary band, and cleared through approval. No more hiring for headcount nobody signed off.
- Organization, entity, division, department, unit and custom levels
- Filled, vacant, frozen and future positions on one organogram
- Budget versus actual visible to HR and finance together
- A vacancy only becomes advertisable once budget and approval conditions are met
Organization structureOrganization
Northbridge Group
Entity
Northbridge Financial Services
Division
Finance & Operations
Department
Reporting & Analysis
Unit 04 · Analysis
6 filled · 1 vacant
Unit 05 · Treasury
8 filled · 1 vacant
A pipeline your team configures, not one you fight
Define the stages that match how you actually hire. Move candidates with full context — notes, tags, communication and a complete activity history — while automation handles the repetitive steps and HR keeps control of every decision.
Pipeline — Senior Financial Analyst- 1New64
- 2Screened48
- 3Shortlist12
- 4Assess7
- 5Interview3
- 6Hired—
An explainable match score, not a black box
Upload PDF, DOC or DOCX resumes and Talentfex parses and matches each candidate against the job description. Every score breaks down into named criteria you can see, weight and override.
- Skills, experience and education matching
- Notice-period, salary expectation and location checks
- Role-specific weighting with a transparent breakdown
- AI-supported recommendations, with the final decision remaining with your HR team
CV match — explainable breakdownA. Rahman
Senior Financial Analyst · Req #2041007
86
overall match
AI-supported recommendation. The score is fully editable and the final decision stays with your HR team.
Assessment that fits the role, not a single generic test
Start from a shared psychometric core — roughly three quarters reusable — then tailor the rest to the position. Add an optional technical stage when a role calls for it, with the question types and scoring that make sense.
- Stage 1: shared psychometric framework with role-specific customization
- Editable weights, thresholds and timers per position
- Stage 2: optional technical tests — developer, finance, sales, HR policy
- MCQ, short answer, coding and file responses with auto or manual evaluation
Assessment builder — Senior Financial AnalystAssessment sections
78% core reused- shared
Psychometric — shared core
32 questions · reused
Role traits — Finance
8 questions · custom
Technical — Finance scenario
6 questions
Role traits — configuration
Question types
Stop losing candidates to calendar tag
Connect the calendars your interviewers already live in, respect their availability and working hours, and assemble panels without double-booking. Run interviews live or as recorded one-way responses, and capture structured feedback every time.
- Internal, Google, Outlook / Office 365 and Calendly — with adapters for more
- Interviewer availability, working-hour rules and booked-slot prevention
- Panel scheduling, candidate slot selection and reminders
- Live interview links, recorded interviews and feedback scorecards
Interview scheduling — interviewer availabilityPanel · Thu 2:30 PM
3 panelists · live link generated
Turn your team into a measurable hiring channel
Give employees personal referral links, follow every referred candidate through the pipeline, and attribute outcomes to source — with optional reward tracking when you run a program.
Employee referrals- Interview
S. Iqbal
Backend Engineer
- Hired
M. Chen
Product Designer
- Screened
R. Bibi
Accountant
23
Referred
9
Interviewed
4
Hired
From accepted offer to a confident first day
Generate offers from templates, capture acceptance online and collect every document in one place. An onboarding checklist carries each new hire through verification, orientation, assets and signatures to a clean handover.
- Offer generation, online acceptance and e-signature readiness
- CNIC, qualification documents, experience letters and references
- Verification status, consent forms and NDAs
- Onboarding checklist, orientation, asset requests and appointment letter
Onboarding checklist — A. RahmanPre-boarding
Start date · in 12 days
38%
3 of 8 steps
- Offer accepted online
- CNIC & qualification documents
- Experience letters & references
- Background verification
- NDA & appointment letter
- Asset request — laptop, access
- Orientation scheduled
- Job description acknowledged
Suggested post-hiring KPIsSenior Financial Analyst
Suggested — pending approvalFirst 30 days
- Complete finance systems onboarding
- Shadow monthly close process
60 days
- Own two recurring management reports
- Reduce reporting cycle by two days
90 days
- Lead variance review independently
- Probation evaluation with manager
Hand new hires a structured first 90 days
The moment a candidate is hired, Talentfex can suggest probation KPIs, 30/60/90-day goals, manager checklists and role-specific evaluation points — drawn from the role itself.
Suggestions are a starting point, never a mandate. HR and managers review, edit and approve every KPI before it reaches the new hire.
Run many companies from one platform
Each company gets its own branding, roles, pipelines and approval rules — with data kept separate. Activate only the modules a company needs, manage subscriptions, and give super admins central oversight through activity logs.
- Multi-company support
- Company-specific branding
- Separate roles & permissions
- Module activation & deactivation
- Subscription packages
- Central activity logs
Talentfex Super Admin - company & module controlCompanies
- Northbridge Group
- Westlake Clinics
- Atlas Schools
Active modules · Northbridge Group
- Position control
- Recruitment ATS
- AI screening
- Assessments
- Interviews
- Analytics
The answers leadership and finance actually ask for
Bring hiring, budget and onboarding performance into one place. Track conversion across every stage, compare filled versus vacant positions, and watch budget against actual — with export-ready layouts for the next review.
Explore analyticsFigures shown are illustrative product examples, not customer outcomes.
Recruitment analyticsTime to hire
Offer acceptance
Vacant positions
Positions filled vs target
Built for organizations that answer to auditors
Governance is part of the workflow, not a bolt-on. We describe how the platform is designed to protect data and enforce control — without claiming certifications that have not been achieved.
Role-based access
Permissions scoped to roles, entities and modules.
Tenant isolation
Each company's data kept separate by design.
Audit history
A record of who changed what, and when.
Position change history
Every position edit and approval is traceable.
Approval controls
Gate sensitive actions behind your approval chain.
Secure document access
Sensitive candidate documents stay access-controlled.
Encrypted integrations
Connections to calendars and services are encrypted.
Backups & recovery readiness
Configurable retention with recovery in mind.
Bring workforce planning and recruitment into one connected system.
See how Talentfex connects budget, positions, screening, assessments, interviews and onboarding for your organization.