Financial Analysis - Associate

Institute of Management Accountants, Inc.; Bengaluru; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Institute of Management Accountants, Inc. is seeking an Associate in Planning and Analysis to coordinate budgeting and forecasting, and to deliver management reports for Senior Management. You will support earnings and capital projections across scenarios and partner with firm-wide groups.

The role emphasizes producing robust financial analyses, developing models, and presenting actionable insights to drive strategic decisions. Based in Bengaluru, it offers a pathway to growth within FP&A.

Qualifications

• Self-starter who can thrive in a fast paced, results-driven environment.
• Strong communication, professional maturity, integrity, and ability to manage multiple tasks.
• Ability to clearly communicate complex concepts in writing and speech.
• Excellent organizational and verbal/written communication skills.
• Strong quantitative, analytical and problem-solving abilities.
• Technical and analytical skills; Python, SQL, Alteryx and/or Sigma are a plus.
• Ability to synthesize data into cohesive presentations and recommendations.
• Detail-oriented with ability to work under pressure and handle multiple projects.

Responsibilities

• Serve as liaison between FP&A, functional finance, and other teams to provide impactful reporting and analyses.
• Produce presentations and supporting materials for senior management; support ad-hoc projects.
• Develop, consolidate, and present qualitative and quantitative financial analyses including budgets and forecasts.
• Create, maintain, and review financial models and analyses (recurring and ad-hoc).
• Conduct deep dive analyses to determine root causes and propose solutions.
• Collaborate with partners across P&A and lines of business for timely delivery of initiatives.
• Build and maintain relationships with key stakeholders firm-wide.

Skills

Self-starter

Communication

Analytical thinking

Team player

Python

SQL

Alteryx

Sigma

Attention to detail

Education

Bachelor's degree in Finance/Accounting or related field

Tools

Python

SQL

Alteryx

Sigma

Job description

Financial Analysis - Associate

Description

You are a strategic thinker passionate about enabling strong financial decision-making through disciplined planning, forecasting, and management reporting. You have found the right team.

As an Associate in Planning and Analysis within Financial Planning & Analysis (FP&A), you will spend each day coordinating the budgeting and forecasting process and delivering management reports and presentations for Senior Management. You will be responsible for supporting short- and long-term projections of earnings and capital across varying economic scenarios, partnering closely with firmwide groups across each line of business.

Our FP&A teams are responsible for a wide range of activities including leading budgeting and forecasting cycles, developing scenario-based earnings and capital outlooks, and producing management reporting and presentations that support Senior Management decision-making.

Job Responsibilities

• Serve as a liaison between Line of Business P&A, Functional Finance teams and other support teams in order to provide impactful reporting, planning and insightful analyses
• Produce presentations, analysis and supporting materials for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed
• Develop, consolidate and present insightful and robust qualitative and quantitative financial analysis including annual budget, quarterly/monthly forecast variances
• Create, maintain and review financial models and analyses (both recurring and ad-hoc)
• Conduct "deep dive" analyses on key issues impacting client to determine root cause and propose solutions
• Collaborate with business partners across P&A, lines of business and the firm to ensure the timely, accurate and effective delivery of recurring and ad-hoc initiatives
• Build and maintain strong relationships with key business stakeholders: firm-wide, Functional Finance and lines of business teams

Required qualifications, capabilities, and skills

• Self-starter who is able to work in a fast paced, results driven environment
• Sound judgement, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously. Candidate must be comfortable with frequently changing priorities
• Ability to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced, dynamic environment
• Excellent organizational, management, and both verbal and written communication skills
• Strong quantitative, analytical, and problem solving skills
• Strong technical and analytical skills; experience with Python, SQL, Alteryx, and/or Sigma is a plus.
• Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations
• Detail oriented with the ability to work well under pressure, handling multiple projects and initiatives simultaneously
• Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management

Preferred qualifications, capabilities, and skills

• Bachelor’s degree in Finance, Accounting or a subject of a technical nature (CA, CPA, MBA a plus)
• 4+ years of relevant FP&A experience, preferably in the financial services industry
• Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically

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