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 supervisor s guidance that aim to improve processes and deliver better outcomes for clients.
Core Competencies:
Deep understanding ofGenerally Accepted Accounting Principles (GAAP)and internal controls.
Stronganalytical and problem-solvingskills with an ability to think critically.
Excellent interpersonal skills and the ability tomanage teamseffectively.
Ability to meet strict deadlines and deliver high-quality work under pressure.
Expertise in financial and accounting systems (preferably Oracle), with advanced knowledge of theMicrosoft Officesuite.
A minimum of5-7 years of experiencein FP&A or a related accounting function, including experience with process improvement and systems implementation.
Key Attributes:
Ability to perform detailed analysis using advanced data tools likeAlteryxandvisualization toolssuch asTableauorPower 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 aglobal, multicultural environment.
Demonstrated ability to learn, upskill, and mentor others in the technical FP&A domain.
