Analyst - Financial Planning & Control - BFSI

Analyst - Financial Planning & Controls

About the Role :

- The role requires a deep, developed understanding of enterprise finance functional areas and accounting operations for financial, regulatory, risk and management reporting to support the enterprise.

- Additionally, expectations include working with business partners in conducting in-depth research, analysis, interpretation, review and assessment of report issues and findings.

- The team member is expected to work multiple functions and strategies within Finance, Accounting, Regulatory, Risk, Operations as well as multiple strategic initiatives across the organization in parallel with the below daily responsibilities and requirements.

- Domain Finance knowledge is required to lead the analysis of highly complex business problems across business units, identify options and/or recommendations, execute and deliver solutions, seeking opportunities for automation of process solutions and process improvements for efficiency and effectiveness.

Responsibilities :

- Provide remediation support, consultation and subject matter expertise for process and internal control remediation efforts.

- Lead and support multiple COSO remediation projects, completing tasks and deliverables as defined and assigned.

- Lead implementation of complex projects and/or initiatives impacting multiple lines of business across the enterprise.

- Develop and build strong relationships and effective communication processes with customers, partners and stakeholders.

- Effective collaboration with internal partners including Issue Management and Reporting (IM&R), Enterprise Data Remediation (EDR), COSO Testing and etc.

- Critical assessment of corrective actions to ensure accurate root cause analysis addressing strategic solutioning and leading to a sustainable solution.

- Serve as a key change agent in building/adopting best practices for continuous improvement of the control environment.

- Complete remediation project status reporting; escalate issues to management in a timely manner.

- Complete other special projects as assigned.

- May directly or indirectly manage other consultants or a small group of consultants.

Essential Qualifications :

- Qualified CA/CFA/ICWA/MBA/Bachelors/ Post graduate up to 9 years of experience in Accounting, Finance or Business Administration

- Ability to work in changing priorities and deadlines both independently and within team environment

- Strong communication and presentation skills

- Ability to perform complex analyses, draw conclusions, and communicate recommendations to business leaders

- Prioritize multiple tasks in a fast-paced environment with critical deadlines

- Advanced knowledge of Excel, Power point

- Ability to manage effectively in a matrixed organization

- Strong analytical skills with high attention to detail and accuracy

- Ability to exercise independent judgment and creative problem solving techniques

- Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important

- Virtual leadership experience with ability to effectively drive results, provide feedback/direction, and manage and build relationships with leaders and team members in a geographically dispersed team environment

- Building relationships and collaborating with key stakeholders in the applicable line of business and IT functions related to assigned projects

Desired Qualifications :

- Experience with data analytic tools (such as Essbase, Tableau, SAS, SQL)

- 2+ years of SQL or SAS experience or other data management, reporting and query tools

- 2+ years of SAS programming experience

- Advance knowledge of Excel, Visio, PowerPoint and/or the creation of executive financial briefings

- Big four consulting or public accounting experience

- Experience evaluating control deficiencies and related remediation activities

- Strong critical thinking skills with ability to credibly challenge status quo

- Relationship management skills; ability to communicate difficult positions without harming relationships

- Product knowledge in some or all of the following areas (loans, debt, equities, derivatives, securities, forex, repurchase agreements, securities lending, commodities, cash equities trading, credit trading, etc.)

- Knowledge and understanding of corporate governance, financial and financial/statistical regulatory reporting systems (Lombard, FRS, Riking) and legal entities

- Financial services industry experience/expertise

- Experience working with large corporations