Associate, Financial Planning & Analysis

Progress Residential®; Bengaluru; On-site; INR 600,000 - 1,000,000; Full time

Job summary

An established industry player is seeking a Full Lifecycle Recruiter to manage financial reporting and analysis. This role involves preparing management reports, conducting variance analysis, and collaborating with teams to provide insights for decision-making. The ideal candidate will possess advanced Excel skills and a strong understanding of financial statements. If you thrive in a dynamic environment and are eager to learn about the asset management industry, this opportunity is perfect for you. Join a forward-thinking company and contribute to impactful financial strategies while supporting U.S. executives in a collaborative setting.

Qualifications

• 1-2 years experience in FP&A or financial research required.
• Strong understanding of financial statements and asset management preferred.

Responsibilities

• Support management reporting and prepare financial statements.
• Conduct variance analysis and collaborate with cross-functional teams.
• Develop budgets and forecasts for strategic financial planning.

Skills

Financial Analysis

Advanced Excel Skills

Financial Modelling

Presentation Skills

Collaboration Skills

Problem Solving

Organizational Skills

Adaptability

Curiosity and Learning

Education

MBA (Finance)

Chartered Accountant (C.A.)

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from Progress Residential

Full Lifecycle Recruiter ; Ex-Zscaler, Ex-Palo Alto Network, Ex-Flipkart (Tech)

ROLE AND RESPONSIBILITIES :

• Management Reporting: Support the management reporting process by preparing and presenting periodic income statements and balance sheets. Monitor and interpret key performance indicators (KPIs) to assess business performance.
• Conduct comprehensive variance analysis to identify discrepancies between actual performance and budgeted/forecasted targets for presentations to the Senior execs.
• Collaborate with cross-functional teams to consolidate financial data, ensuring timely insights for informed decision-making.
• Prepare high-quality management reports and executive presentations that highlight key financial trends and insights.
• Develop, manage, and analyze detailed budgets and forecasts to drive strategic financial planning.
• Utilize advanced Excel skills to build and maintain sophisticated financial models that support in-depth business analysis.
• Continuously review and enhance financial reporting processes to boost efficiency and accuracy.
• Ensure strict compliance with accounting principles and company policies throughout all reporting activities.
• Develop and maintain a deep understanding of the alternative asset management and Pretium’s relevant focus industries (single-family housing, residential credit/mortgages, and specialty lending).
• Ownership of projects and processes – Build upon the weekly, quarterly, and annual FP&A and competitor benchmarking processes and ability to work independently with tight deadlines.
• Compile inputs from both internal and external sources into PowerPoint with the ability to create impactful presentations that spur discussion and present cleanly and directly all competitor-related updates.
• Ability to see both the macro- and micro- picture within the competitor landscape to filter out information not relevant for the audience within Pretium.
• Extensive ad hoc project work for senior leadership.

QUALIFICATIONS AND SKILLSETS :

• MBA (Finance) from a Premier B-School or a Chartered Accountant (C.A.) with at least 1 to 2 years of work experience post degree.
• Relevant work experience: FP&A, Equity Research/Strategy Research/Investor Relations/Financial Research.
• Understanding of financial services industry and macro environment; understanding of asset management industry preferred.
• Advanced Microsoft Excel skills and excellent financial modelling skills.
• Experience with Microsoft PowerPoint, visual and written presentation storytelling.
• Understanding of financial statements, including profit & loss (P&L) statement and balance sheet, their interconnectivity, and economic and operational business and performance drivers.
• Strong collaboration and interpersonal communication skills, including ability to work remotely or with team members who may be remote.
• Quick learner: Ability to absorb and master new information quickly. A good listener, problem solver with a commitment to follow up. Self-managing. Strong organizational skills.
• Dynamic and resilient: Ability to thrive in high-paced, dynamic environment and work/collaborate effectively remotely if necessary.
• Flexible and Organized: Given that the role involves supporting the U.S. executives, the candidate is required to have the ability to pivot between tasks swiftly and efficiently while understanding which tasks need to be prioritized.
• Curious and Interested in Learning: This role is unique and requires a significant amount of industry reading and research, so the ideal candidate would have an interest in learning more about all of the Pretium industries and adjacencies.

Seniority Level

Associate

Employment Type

Full-time

Job Function

Finance