Financial Planning Analyst

Job Title

Senior Financial Analyst – Analytics

The position is a critical role in the Analytics Center of Excellence - responsibilities encompass activities associated with the Strategic / Operational Plan, Budgeting, Forecasting & Month-End Close activities. Will also involve high degree of on-going analytical support and reporting.

Role Requirement

• Builds working and collaborative relationships with the various FP&A teams and mid-management to support business priorities and objectives through complex financial modeling and ad-hoc reporting
• Benchmarks company performance utilizing product and market related analytics
• Analyzes consolidated results and partners closely with Business Operations and Business Finance to understand material variances to budget and historical trends
• Proactively identifies and communicates areas of risk and opportunity
• Provide insights to enable executives with the ability to do contingency planning, to consider alternatives and anticipate the impact of specific positive and negative events (not just a set of simplistic upsides, downsides and base cases)
• Takes the lead in building forecast models using key drivers, trend analysis, economic and external factors, etc.
• Monitors accuracy and predictive validity of existing models (e.g. relevance of metrics or business drivers included in forecast)
• Runs operating plan models and incorporates guidance received on validated assumptions; leads and presents the results, forecasts, and operating plan presentation / deliverables
• Provides analytical support; conducts research as required. Drives and distributes ad-hoc reports/mines and assimilates related data as directed for use in planning and forecasting activities
• Creates analytical tools and models for driving process efficiencies
• Runs and distributes recurring reports for all aspects of management reporting activities leveraging technology and automation
• Drives in managing several KPI's related to financial models and also client satisfaction
• Drives the compliance/data governance process surrounding the data to ensure accuracy at the source system
• Complies with all departmental/ financial operations policies and practices

Technical Skills

• Advanced expertise with Microsoft Excel® (both in terms of formulas & advanced functions; knowledge of VBA would be a plus)
• Uses financial systems such as Oracle GL, Hyperion, Essbase, SmartView etc.
• Generates dashboards with customized data parameters to aid decision making
• Intermediate experience with Microsoft Powerpoint®, Microsoft Access®
• Updated with the dynamic analytics processes and techniques (Preferred)

General Skills

• Good written and verbal communication skills
• Positive Attitude
• Excellent Problem Solving and Analytical Skills
• Focus on Innovation and Creativity

• Flexible and adaptable to Business needs and contingencies
• Good Team Player Shares skills and knowledge with colleagues - helps to develop others, coaches new or more junior associates
• Experience in an operational/analytical role mandatory

Prior Experience

4 – 7 years

Education / Qualification

Master's Degree (M.B.A.), CA, CPA, CFA