Financial Analyst

CBTS; Chennai; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

CBTS in Chennai is seeking a senior financial analyst to lead financial planning, budgeting, forecasting, and analysis across operations. You will develop financial models, run KPI dashboards, and provide insights to support strategic decisions and monthly close processes.

You will partner with cross-functional teams, drive process improvements, and ensure compliance with US GAAP and IFRS. Strong Excel, data analysis tools, and BI experience are essential.

Qualifications

• 8–10 years of finance experience with FP&A and RTR exposure.
• Experience with budgeting, forecasting, variance analysis, and management reporting.
• Strong analytical, problem-solving, communication, and stakeholder management skills.
• Knowledge of US GAAP and IFRS accounting principles.
• Advanced Excel and data analysis tools; Power BI or similar.

Responsibilities

• Provide financial guidance to project teams and assist monthly close processes.
• Develop budgets and long-range plans; forecast results and risks.
• Analyze financial statements and develop business cases for operations.
• Create KPIs and dashboards to track performance and opportunities.
• Support process improvement initiatives and cross-functional collaboration.

Skills

FP&A experience

Forecasting

Variance analysis

Advanced Excel

Data analysis

Stakeholder management

Financial modeling

KPI dashboards

Education

MBA Finance

Bachelor’s in Accounting/Finance/Economics

Tools

OneStream

Salesforce

Power BI

Great Plains

Job description

This position is responsible for providing key financial analysis, cost analysis, budgeting/planning, forecasting, and ad hoc special projects, including business case development for operations departments. Depending on the operations department supported, this position could be responsible for revenue and/or expense budgets. This position has significant impact on the quality and effectiveness of the organization's financial plans and business decisions. Other responsibilities include assisting with financial planning and budgeting processes, analyzing financial statements and reports, developing financial models, preparing projections, and performing research and analysis as may be required by leadership. As a senior financial analyst, you will also be responsible for providing project teams with financial guidance and assisting with monthly close processes.

Essential Functions

This role partners with the business to provide financial and operational insights that support informed decision-making and drive business performance. The individual will support financial planning activities including budgeting, forecasting, and long-range planning, while performing detailed analysis of financial and operational results to identify trends, risks, opportunities, and areas for improvement. The role will also focus on process improvement initiatives, business-impact projects, financial modeling, and ad hoc analyses to support strategic objectives. Working closely with cross-functional stakeholders, the individual will help enhance reporting effectiveness, improve operational efficiency, and deliver actionable recommendations that contribute to the achievement of departmental and organizational goals.

Experience

• 8-10 years of finance experience, including significant exposure to FP&A and RTR functions. Proven ability to analyze financial and operational performance, support planning and forecasting activities, drive process improvement initiatives, and partner with business stakeholders to deliver insights that support decision-making. Strong analytical, problem-solving, communication, and stakeholder management skills are essential.
• Experience in analyzing monthly financial and operational results and providing actionable insights to management.
• Strong knowledge of budgeting, forecasting, variance analysis, and management reporting.
• Ability to identify business drivers, trends, risks, and opportunities through financial analysis.
• Experience supporting process improvement and business-impact initiatives across finance and operations.
• Develop and maintain key performance indicators (KPIs) and performance dashboards to support business objectives.
• Collaborate with cross-functional teams to gather requirements, support decision-making, and drive financial best practices.
• Working knowledge of RTR processes and a solid understanding of US GAAP and IFRS accounting principles.
• Proven track record of delivering high-quality analysis, insights, and recommendations to business stakeholders.
• Advanced proficiency in Excel, financial systems, and data analysis tools, with the ability to work with large and complex datasets.

Education

MBA Finance/ICWA/ICWA (Inter)/bachelor's degree in accounting, finance, or economics, and strong technology skills and need to be excellent communicators with strong organizational and problem-solving abilities.

Special Knowledge, Skills, and Abilities

• Thorough knowledge of financial concepts and understanding of the financial information systems such as One Stream/Salesforce/Great Plans used to establish and track budgets, to run customized queries in order to extract financial details and to provide timely financial reports to client groups
• Ability to make recommendations including expense controls, capital management, and pricing
• Excellent written and oral communication skills Detail-oriented
• Proficient with PCs for analysis and modeling Creative thinking, economic, and analytical skills Results-oriented
• Relevant exposure in MS Office (word, excel, ppt, access), Power BI, Leverage of AI etc.