Sr Executive - Financial Planning & Analysis

Role Summary :

We are seeking role in Finance (financial planning & analysis, reporting) centre of excellence team, a detail-oriented and proactive 5+ years core relevant work experience and Sr. Team Member with strong hands-on expertise in Advanced MS Excel, Power BI & Python. The role focuses on B2C (Billing to Collection) process including collections operations, dispute management & credit management. In addition, data automation, dashboard development, MIS reporting, and maintaining structured data repositories to support management and business decision-making. Working knowledge of SQL Server is required, while Python & Web technologies will be considered added advantages.

Key Responsibilities

• Design, develop, and maintain reports, MISs, BI dashboards, databases, and centralized data repositories for regular and recurring data uploads and user access.
• Automate recurring and manual tasks to improve efficiency and reduce preparation time using Power BI, SQL, Advance Excel, Python, or other suitable tools.
• Develop and maintain interactive business dashboards, MIS reports, and presentations, ensuring timely and accurate distribution to stakeholders.
• Provide ongoing support for existing automations, including enhancements, performance optimization, and incorporation of new business requirements.
• Understand change requests, new data requirements, and performance improvement opportunities, and implement them effectively.
• Maintain proper historical data and file structures, ensuring data hygiene
• Prepare and update SOPs (Standard Operating Procedures) for BUA reports, automation processes, and data management activities.
• Coordinate with internal teams and stakeholders to ensure smooth execution of reporting and automation deliverables.
• Ensure all assigned tasks are delivered on time with 100% accuracy and adhere to quality standards.

Required Skills & Qualifications

• Strong hands-on experience in Advanced MS Excel (Power Query, Power Pivot, formulas, data modelling).
• Strong practical experience in Power BI (DAX, data modelling, dashboard design, performance optimization).
• Working knowledge of SQL Server (queries, joins, data extraction, basic optimization).
• Basic to intermediate experience in Python, VBA and/or Web development is an added advantage.
• Proficiency in MS PowerPoint for creating clear and professional business presentations.
• Strong data analysis, problem-solving, and requirement-gathering skills.
• Good understanding of business processes and reporting needs.