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Manager-Revenue, Sales & Assets Reporting

Fidelity International


    Job Description

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8-10 Years
2 months ago
87 Viewed
3 Applied

Job Description

About The Opportunity

Job Type: Permanent

Application Deadline: 14 April 2024

Job Description

Title: Manager- Revenue, Sales & Assets Reporting

Department: Business Finance

Location: Gurgaon

Level : 5

Were proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this By working together - and supporting each other - all over the world. So, join our team and feel like youre part of something bigger.

Department Description

Financial Planning & Analysis team is responsible for providing financial analysis, information, forecasting and insight to senior leaders within, Technology, Operations, Investment Management and Corporate functions, as well as to the FIL board and the Global Operating Committee as a whole. The team is also responsible for corporate KPI and revenue, sales and assets reporting and for maintaining all revenue sales, assets and management accounts data globally.

Purpose of your role

Need a highly motivated Individual, who will be managing critical reporting for FILs senior management , handling day to day data issues and acting upon various ad-hoc requests under tight timeframes. He/she would also be responsible for providing technical, systems and data support, working closely with India technology teams, business finance teams and regional sales teams across geographies.

He/she would have to ensure compliance to all agreed internal and external SLAs and requirements. Shall also be responsible for end to end support on global projects, changes and system enhancements within the agreed timelines. To this end, the individual will perform a variety of tasks including coordinating with various technology teams and stakeholders, planning and setting out data requirements, summarizing and communicating progress and status.

This demanding role would perfectly suit a dynamic individual looking to work in a fast paced environment to ensure the smooth running of business critical reporting.

This person will be responsible for overall business management of a large account/process or multiple small accounts/processes. He/She will be responsible for identifying functional linkages across the organization and developing appropriate processes and road map for the function and managing the work activities of a dept/function through junior team members. He/She will also be responsible for capability development of the team/ unit and contributes to development plans for the entire organization, will be responsible for conducting appraisals, feedback & handling work allocations for direct reports and reviewing the same for indirect reports.

Key Responsibilities

  • Partners with leadership, BU and sales leaders to synthesize and deliver key KPI reporting requirements related to Sales, assets and Revenue.
  • Identifying, maintaining and developing new reports required by Business teams using OBIEE and Power BI;
  • Gathering, transforming, and storing data through data acquisition, metadata management, data cleansing, data transformation and data distribution.
  • Ensuring timely provision of key sales & assets metrics to senior management across FIL;
  • Reviewing and analysing the sales, assets and revenue numbers to ensure accurate internal & external reporting;
  • Liaise with stakeholders and counterparties to resolve exceptions in a timely and pro-active manner;
  • Managing monthly stakeholder calls, sharing functional updates and resolving issues raised;
  • Maintaining and developing new reports required by Business teams using OBI/Tableau/Power BI;
  • Ensuring accurate recodes and adjustments are placed to the back-end, internal EDW system;
  • Providing ad hoc analysis, reports and presentations to the business under challenging time frames;
  • Understanding the data capturing process and data modelling
  • Working with various tech teams to provide business requirements, identify solutioning, testing and operational readiness.
  • Participation in projects as required & performing periodic general administrative tasks.
  • Leading global projects and driving both system and process change proactively.
  • Leveraging data for decision making purposes.
  • Nice to have - The ability to use MS Excel/ MS Access and write macros in VB script for automating the processes, updating access databases and writing MS access, WebFocus, BI tool queries to load and retrieve data;
  • Participating in meetings with various teams to determine upcoming tech changes impacting the team/process.

Experience And Qualifications Required


  • Graduate or Post Graduate/CA degree from a recognised university, preferably in engineering or finance;
  • 8 -10 years experience in a similar position, preferably within a global and / or a financial services company;
  • Preference to candidates with techno-functional and change management skillset.
  • Ability to understand multiple systems and underlying data.
  • Knowledge of OBIEE or similar BI tool.
  • Visualization experience with Power BI (good to have).
  • Understanding of Oracle and MS Access databases
  • Knowledge of writing MS-SQL extraction queries (good to have).
  • Sound analytical skills with an eye for details and an appetite to dive into issues in depth as needed;
  • High numeracy and able to co-relate data/ information
  • Advanced knowledge of the Microsoft Office software packages; Proficient with Microsoft Excel, Access and power point.
  • Proven Project and Program management skills
  • Ability to work with large and complex data sets

Business Facing

  • Understanding of the asset management industry, specifically the sales and assets dataset.
  • Ability to work with a wide range of senior stakeholders across business.
  • Responding to the expectations of senior stakeholders in a timely manner;
  • Strong written and verbal communication skills;
  • Willingness to work additional hours and bank holidays as per business requirements;
  • Ability to challenge conventional ideas/ status quo.


  • Ability to manage a team and monitor the team deliverables as per defined SLA.
  • Ability to work as part of a team and contribute towards team goals, but equally able to work independently and deliver results;
  • Ability to complete multiple tasks against tight deadlines, able to prioritise and organise effectively;
  • Ability to grasp new concepts, assimilate information and deliver high quality solutions at speed;
  • Resilient, energetic and enthusiastic;
  • Able to cope with sustained pressure;
  • Flexible and adaptable, responds rapidly to change.

Feel rewarded

For starters, well offer you a comprehensive benefits package. Well value your wellbeing and support your development. And well be as flexible as we can about where and when you work finding a balance that works for all of us. Its all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit

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Last Updated: 08-04-2024 11:34:39 AM
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