Financial Analyst

About the Role:

- We are seeking a highly motivated and detail-oriented Financial Analyst to join our dynamic finance team.

- This role is pivotal in providing accurate and insightful financial analysis that drives strategic decision-making.

- The ideal candidate will possess a strong understanding of financial planning tools, data reconciliation, and key performance indicator (KPI) reporting.

- You will be responsible for generating and analyzing reports from Adaptive Planning, performing Salesforce reconciliations, and managing data loads into our financial systems.

- This is a hybrid position based in Pune, offering a blend of remote and in-office work.

Key Responsibilities:

Financial Planning and Analysis (FP&A):

- Generate, analyze, and interpret detailed financial reports from Adaptive Planning to provide actionable business insights.

- Conduct thorough variance analyses to identify trends, discrepancies, and opportunities for improvement.

- Develop and maintain comprehensive KPI and metric dashboards to track performance and support strategic initiatives.

- Assist in the preparation of budgets, forecasts, and financial models.

Data Management and Reconciliation:

- Perform detailed Salesforce reconciliations to ensure data integrity and accuracy between CRM and financial systems.

- Manage and execute data loads into Adaptive Planning and Jedox systems, ensuring data accuracy and timeliness.

- Maintain and update financial databases and systems.

- Ensure data accuracy and integrity across platforms.

Reporting and Communication:

- Prepare and present financial reports and analyses to management, highlighting key findings and recommendations.

- Collaborate with cross-functional teams to gather and analyze financial data.

- Communicate financial information effectively to both financial and non-financial stakeholders.

Process Improvement:

- Identify and recommend process improvements to enhance efficiency and accuracy in financial reporting and analysis.

- Participate in the implementation of new financial systems and tools.

Minimum Qualifications:

- 3-5 years of proven experience in financial analysis, FP&A, or a similar role.

- Advanced proficiency in financial planning tools such as Adaptive Planning and Jedox.

- Expert-level skills in Microsoft Excel, including advanced functions and data analysis.

- Strong understanding of financial principles and accounting practices.

- Experience with Salesforce or other CRM systems is highly desirable.

- Excellent analytical, problem-solving, and critical thinking skills.

- Strong communication and interpersonal skills, with the ability to present complex financial information clearly and concisely.

- Ability to work in a hybrid work environment.

- Ability to work independantly and as part of a team.

Preferred Qualifications:

- Experience in a fast-paced, dynamic environment.

- Knowledge of database management and SQL.

- Experience creating and automating reports.