Lead - Financial Planning & Analysis Analyst - Private Equity & Venture Capital Fund (5-7 yrs)
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
Private equity and venture capital fund with over $100mn of assets under management
- 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.
- 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.
- 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
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