Financial Planning & Analysis Role

Our Role:

- Business Collaboration: Work with FP&A counterparts to gain insights into business aspects affecting expenses, revenues, and AUM.

- Budgeting & Forecasting: Assist in the budgeting process and analyze forecast data, providing a detailed variance analysis of month-on-month performance, comparing against budget, forecast, and prior actuals at the General Ledger (GL) level.

- Deadline Management: Ensure all tasks are completed on time as per agreed client deadlines, and proactively communicate any delays or limitations.

- Client Communication: Address and resolve client queries and ad-hoc requests independently while providing actionable solutions to improve daily operations.

- Training & Mentorship: Lead and organize training for new joiners, continuously update process documentation (SOPs), and drive training for new client-driven projects.

- Process Improvement: Spearhead internal team projects that focus on process transformation, simplification, and automation to enhance efficiency.

- Procedure Review: Regularly review and update process procedures and ensure they reflect any new changes.

- Continuous Improvement Projects: Actively participate in projects under the supervisors guidance that aim to improve processes and deliver better outcomes for clients.

- Deep understanding of Generally Accepted Accounting Principles (GAAP) and internal controls.

- Strong analytical and problem-solving skills with an ability to think critically.

- Excellent interpersonal skills and the ability to manage teams effectively.

- Ability to meet strict deadlines and deliver high-quality work under pressure.

- Expertise in financial and accounting systems (preferably Oracle), with advanced knowledge of the Microsoft Office suite.

- A minimum of 5-7 years of experience in FP&A or a related accounting function, including experience with process improvement and systems implementation.

The Experience you bring:

- Ability to perform detailed analysis using advanced data tools like Alteryx and visualization tools such as Tableau or Power BI.

- Strong organizational skills with the ability to manage multiple priorities and meet tight deadlines.

- Self-motivated with a structured and disciplined approach to work.

- Positive and proactive team player with excellent communication (verbal/written) and interpersonal skills.

- Flexibility to adapt to changing priorities and work in a global, multicultural environment.

- Demonstrated ability to learn, upskill, and mentor others in the technical FP&A domain