Senior Financial Planning Analyst

Role & responsibilities

Position: Senior Analyst Finance

Business Unit: Finance

Job Role: Financial Planning and Analysis, MIS reports, month-end closure activities, account reconciliations

Location: Mumbai Vikhroli

Work mode: Hybrid

Qualifications and Experience: Chartered Accountant with minimum 2 years experience in financial Planning, variance Analysis, budgeting, management reporting

About Willis Towers Watson

Willis Towers Watson (NASDAQ: WTW) is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 45,000 employees serving more than 140 countries and markets.We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas — the dynamic formula that drives business performance.

Together, we unlock potential.

Job Summary

We are seeking a finance professional with strong skills in Management Information Systems (MIS) and automation. The ideal candidate will support our finance and budgeting team by developing automated solutions for data analysis, reporting, and financial processes. Responsible for various MIS reports financial planning & analysis, month-end closure activities, account reconciliations, year-end routines. Sharing Timely report to Senior Management.

Communications and Relationships

Internal: Local Finance, HR, Business Leaders.

External: Global Stakeholders

Behavioral Competencies

Action Oriented; Adaptability; Time Management; Team Collaboration; Problem Solving;

Skills:

• Basic understanding of financial principles and budgeting processes.
• Experience with automation tools or programming languages for data manipulation.
• Strong analytical and problem-solving skills.
• Individual contributor with good cross-functional interpersonal and influencing skills.
• Strong communication skills, both oral and in written.
• Fluent business English essential.
• IT literate knowledge of Microsoft office packages needed.

Knowledge/Experience:

• Assist in budget preparation and variance analysis.
• Develop and maintain automated reporting tools and dashboards for financial data.
• Utilize tools like Excel VBA, Power BI, or other automation software for process improvements.
• Collaborate with finance and IT teams to streamline data flows and improve reporting accuracy Monthly revenue invoicing
• Monthly provision of expenses and year end accruals
• Monitoring & participate in annual budgets and report variances monthly
• Prepare and review process note whenever required
• Multiple tasking and ability to perform under pressure
• Review monthly / weekly bank reconciliations
• Prepare various MIS report with analytical review
• Awareness of local tax laws and banking regulation
• Independently close the month end process

We're committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email [Confidential Information].