Senior Manager - Financial Planning & Analysis - BFSI/BPO/IT

Details of Responsibilities / Purpose of Job:

Positions in this function will be responsible for execution of various financial reports, ad hoc data extraction, and other reporting activities. As a finance professional, you will be empowered to achieve new levels of excellence and make a profound and personal impact as you contribute to new innovations in a vital and complex system.

Job Description:

Execute various financial reports:

- Extract necessary financial/GL data using Essbase

- Establish checks and balances in data extraction to ensure report accuracy

- Manage multiple deadlines

- Maintain report process documentation

- Identify and support efforts to streamline reporting processes

- Provide timely support for report inquiries

Ad Hoc Data Extraction:

- Partner with US-based Finance team to understand requirements of data

- Demonstrate understanding of data dimensions, elements, structures and related business rules (e.g. GL string components)

- Perform GL ledger analysis for assigned expense accounts by analyzing variances between months and providing explanation for material movements

Support the financial reporting process:

- Actively participate in the financial monthly/quarterly close process

- Demonstrate understanding of relationship among accounts, and document unusual activity

- Perform ad hoc reporting and analysis and investigate issues providing explanations and interpretation

- Assist in preparation of documentation in support of external and internal audits

Required Skills:

Bachelor's Degree in Commerce

Experience in Finance and related month close activities

Fair understanding of General Ledger

Experience in extracting GL data (Essbase, SAP, etc.)

Excellent process skills, high aptitude for learning, problem solving skills.

Focus on Customers

Good Interpersonal skills

Attention to details and accuracy

Good Analytical Skills

Make Fact-Based Decisions

Deliver Quality Results

Excellent Communication Skills

Intermediate to advanced knowledge of software tools ( Ex: PeopleSoft,Excel, Access etc.)

Strong people management skill

Strong stakeholder management skills

Good to have Skills:

- Prior experience in Finance and Accounting

- Prior work experience on GL

- Lean certifications / Process improvement mindset

- Experience in process transitions - AP / Reconciliations / Month Close

- Understanding of advanced excel skills

Voice Requirement: Rate on a scale of 1-5 (1 - Lowest 5 - Outstanding)

4 ( Speaks clearly, understands the conversation, ability to handle simple to complex calls and Interacts with multiple people )

Voice interaction will be with internal (O360/Optum) employees. There is not an expectation for external/client voice interaction.

Data Analysis Requirement: Rate on a scale of 1-5 (1 - Lowest 5- Outstanding)

4 ( Data manipulation, Data massaging and making inference from the data )

Educational Qualifications:

Bachelors Degree in Commerce

Work Hours: Initial 3 months US work hrs. and on need basis for 3 to 4 days during month close( 4pm - 1.30 am IST ); Regular Shift - 2.30 pm - 12.00am IST

Passport: Must

Project Examples:

- Veeley

Lynx Accrual Calculation

- Lisa and Rand handle for their respective pieces

- Receive file that has transactions and latest amount billed

- Insert into data table, run pivot table for actuals and update formulas that are used for forecasting

- Manual adjustments are needed as there have been issues getting clean data

- Not getting or billing data timely

- Look at taking data and placing into larger database where looks like missing or unusual data

S&T

- Judy has already created

- Take billing data S&T provided and put into our own file so we can manipulate

- Create charts to show trends

- Drill into data at lower level easier

Month-end summarizing of TCV and Bookings

- Summarize by product line

Revenue by customer from BigW

Backlog

- Create contract database

- Blau

Essbase reports

- Front / middle / back

Dignity Actual results

- Summarize information we receive from Dignity

- Doolan

QA ICFR Deliverables

- Document each of the 45 key and other controls are documented and signed-off before their respective deadlines

Blackline Account Reconciliation

- Review select accounts

ICFR Report Preparation

- Assess reasonableness of revenue and comment on volume changes

- Compare billed volumes M-O-M and document reason for variances

Journal Entry Pivot / AP Pivot

Contract database

- Backlog database, as mentioned in Lisa's area

Royalty Database

- Customer, product and contract maintenance

Preparation of Audit Schedules

- Financial roll-forwards

- LaFrenz

Refresh income statements / Essbase reports

Workforce Planning

Joe - refresh gain/lift database

Note-

People Management- 80% (really strong in people management)

Team Size- 10

Client Management experience

Client FP&A

Budgeting

Forecasting

Variance

Commentary

Cost center analysis- Important

Benefit tracking

Cost tracking

Forecast Development

Budget Development

Shift- 2:30pm to 12am and 5:30pm to 3am during close