Senior Associate - Financial Planning & Analysis

Key Responsibilities and Duties

• Preparing operating budgets with and for various departments to support organization's expense management goals.
• Designing, preparing and distributing expense reports tracked against budget expectations.
• Working with various departments to assist with their expense management strategies and procedures.
• Working with junior staff to help them develop their expense management awareness and budget planning and tracking skills.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
8IC

 

 

 

 

Key Duties & Responsibilities: 

 

 

 

Strategic Business Partnership

 

• Work closely with leaders across Technology and Finance functions to define and execute strategic initiatives
• Turn ideas into business cases and help in prioritizing various projects

 

 

Preparing operating budgets with and for various departments to support organization's cost optimization goals.

 

• Prepares financial models that analyze monthly financial results in order to identify drivers and explain key variances.
• Completes forecasts and modeling and ensures that results are timely and accurate.
• Completes re-forecasting activities and updating/evolving forecast models.
• Provide support during forecast / budget cycles with consolidation and tracking including stress testing.

 

 

Working with various departments to assist with their expense management strategies and procedures.

 

• Prepares ad hoc departmental reports that analyze departmental financial results versus budget/forecasts.
• Responsible for expense management, analytics and enhancing the management reporting provided to the Business Finance Officer Teams.
• Responsible for providing timely and effective management reporting and analytics around Revenue, Expenses, and Headcount.

 

 

Assist in creating presentations for Executive Management

 

 

 

• Drafts financial reports and presentations for management that inform business and financial decisions.
• Seeks guidance from senior management regarding challenges that require more advanced knowledge.

 

 

Process improvement, Automation and Transformation

 

• Automate routine reports for various expenses and KPIs
• Work closely with COE teams in identify system transformations and providing inputs from Business Finance perspective.

 

 

Required Education: MBA preferred

 

 

 

Relevant Experience:

 

• Corporate Finance or FP&A background strongly preferred
• Experience with global support for top financial services or international companies preferred
• IT Finance and project finance experience preferred

 

 

Skills and Abilities:

 

• Strategic business partnering skills
• Strong oral and written communication skills.
• Solid PC skills including advanced knowledge of MS Excel, MS PowerPoint,
• Financial reporting/analysis experience. Prior FP&A experience must
• Attention to detail and ability to thrive in a fast-paced environment.
• Ability to adapt quickly and learn new tasks independently.
• Ability to generate bold, creative ideas to improve performance.
• Good critical thinking and problem-solving skills.
• Ability to succeed and work independently in a team environment.
• Flexible to work in shift timing - 2 PM to 11 PM IST (3.30 AM EST to 12.30 PM EST).