Lead - Financial Planning & Analysis Analyst - Private Equity & Venture Capital Fund

Industry - Banking / Financial Services / Broking

Category - Finance

Job Type - Permanent

Job Description - This position involves working closely with various departments to provide financial insights, assist in budgeting and forecasting, conduct financial analysis, and support decision-making processes

Client Details:

Private equity and venture capital fund with over $100mn of assets under management

Description:

- Financial Planning and Analysis: Collaborate with cross-functional teams to develop, maintain, and improve financial models, forecasts, and budgets for the organization.

- Budgeting and Forecasting: Support the annual budgeting process by gathering and analyzing data, identifying trends, and providing insightful recommendations to align budget goals with business objectives. Assist in the preparation of periodic forecasts.

- Financial Reporting: Prepare and present financial reports, variance analyses, and key performance indicators (KPIs) to management and department heads to aid in decision-making.

- Performance Analysis: Conduct in-depth analysis of financial and operational performance, highlighting areas for improvement and cost optimization. Identify trends, opportunities, and risks impacting the financial health of the business.

- Decision Support: Collaborate with business partners to provide financial insights and data-driven recommendations to support strategic initiatives and business planning.

- Ad-Hoc Analysis: Undertake special projects and ad-hoc analyses as required by senior management, providing insights into specific financial or operational challenges.

- Data Integrity: Ensure data accuracy and consistency in financial models and reporting systems and implement necessary controls to safeguard financial data integrity.

- Financial Systems: Assist in the implementation and improvement of financial systems, tools, and technologies to enhance financial planning and analysis processes.

- Continuous Improvement: Actively contribute to the enhancement of FP&A processes, methodologies, and reporting frameworks to drive efficiency and accuracy in financial analysis.

Profile:

- Bachelor's degree in finance, Accounting, Economics, or a related field. Master's degree or professional certification (CA, CFA, CPA) is a plus.

- Proven experience 5-6 Years in financial planning and analysis, budgeting, and forecasting, preferably in a corporate finance environment or a similar role.

- Proficiency in financial modeling, data analysis, and financial reporting using Microsoft Excel, and familiarity with financial software applications.

- Strong analytical skills and ability to interpret complex financial data, identify trends, and provide actionable insights.

- Excellent communication and presentation skills, with the ability to explain financial concepts to non-finance stakeholders.

- Detail-oriented, with a commitment to producing accurate and high-quality work.

- Strong organizational skills with the ability to handle multiple tasks and prioritize effectively in a fast-paced environment.

- Proactive problem-solving attitude, constantly seeking ways to improve processes and deliver value to the organization.

- Experience with financial systems and ERP software, such as QuickBooks, preferred.

- Understanding of Power BI and other data visualization tools to prepare and review FP&A reports and contribute towards dashboards for senior management and investors.

Job Offer:

- Competitive Compensation

- Career growth opportunity

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Shaivya Sharma on +91 124 452 5470

Contact - Shaivya Sharma - +91 124 452 5470

The Apply Button will redirect you to website. Please apply there as well.