Lead Analyst - Financial Planning - Financial Firm/IT

Job Description

Lead Financial Planning Analyst (FP&A)

- The Senior resource in Corporate Financial Planning and R2R will be involved in all aspects of the financial planning and analysis function with a focus on operational and analytical reporting, budgeting and forecasting, preparation of board presentation materials, and various planning and analytical initiatives.

- To best support, a growing business with a broad service and customer portfolio, candidates for this position must be proactive, demonstrate ownership and initiative to ensure the company's leadership has the most up-to-date data and information to manage the business.

- This position will work directly with the company's senior leadership, business function owners, and core operating systems.

- The ideal candidate for this role will be an action-oriented professional capable of learning about a wide array of business processes, technologies, and data sets with limited direction.

- They should be capable of framing and systematically solving problems to ensure that these analyses can be improved upon and executed efficiently on a go-forward basis.

- Analysts must have strong communication skills and technical acumen to complement their data analytics experience.

Job Title: Financial Planning Analyst (FP&A)

No. of positions:-1

Budget:-Standard Non-IT budget

Experience:-3-4 yrs

Availability:-Immediate to 30 days max.

Job location:-Bangalore- Electronic city, phase 1

Job Specifications:

Qualification:-Graduate ( in any F&A) + Qualified CA

Experience:-3-4 years

Experience required / job role:

Responsibilities:

- Support the annual budget and forecast process

- Monthly, Quarterly, and Annual financial performance reporting and variance analysis

- Development of key financial and operational reporting metrics and dashboards:

- Product Revenue, Profitability, and Churn

- Customer Revenue, Profitability, and Churn

- Resource and Cost Consumption and Utilization by Data Center

- Cost Take-out analytics and progress reporting

- Capex and development ROI and progress reporting

- M&A Analysis and ROI

- Special projects as assigned

Requirements :

- 3-4 years of experience in financial planning and analysis in depth with working knowledge on budgets, forecast, dashboards, planning, cash flow projections, Executive deck preparation, working capital projection, etc as well as well versed with R2R and month close with good command over GAAP.

- Candidate should have sound working knowledge in automation (Power BI, Macro, Power query, power pivot)

- Very good in communications (oral and written) and stakeholder management.

- Degree in Finance/Accounting, MBA/ Mcom/Bcom and has completed their CA(mandatory).

- Experience in corporate/operations finance with demonstrated financial modeling, reporting & analytical experience in a corporate environment

- Expert level in Excel required

- Working Knowledge of ERP systems and BI tool-sets

- Exposure to data mining and working with large and complex data sets

- Coachable and eager to learn and improve skills

- Strong at execution with attention to detail

- Ability to communicate with all levels of management and associates

- Comfortable working in a fast pace environment, able to meet deadlines, and enjoys a challenge

- Ability to operate effectively in a cross-functional team environment

- Flexible to work in US and UK shifts.

Mandatory Skills:

- Budget Preparation, Fp&a, Forecast, Financial Modeling, Financial Planning, Reporting, Month-end Close, Automation.

Soft skills required:

- Good communication skills, Leadership skills, client-facing experience

Notice period: Immediate to 30 days of Notice

Shifts: 3 pm to 12 am (mostly) and 6 pm to 3 am.

Skills :

Forecasting, Financial Planning & Analysis, Fp&a, Monthly Closing, Budget Preparation, Planning, Roi