Financial Planning & Analysis- Analyst

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 FP&A Associate in Bengaluru to lead budgeting and forecasting, coordinating with firm-wide groups to prepare management reports for senior leadership. You will build financial models, provide robust analyses, and support ad-hoc initiatives.

Ideal candidates have 3+ years in FP&A, strong Excel/PowerPoint skills, and the ability to communicate complex topics clearly in a fast-paced environment. MBA/CPA/CFA are a plus.

Qualifications

• Self-starter who can work in a fast-paced, results-driven environment.
• Sound judgment, professional maturity and integrity with strong work ethic.
• Ability to communicate complex concepts clearly in a dynamic setting.
• Excellent organizational and verbal/written communication skills.
• Strong quantitative, analytical and problem solving abilities.
• Technical skills including Excel, PowerPoint, Essbase, Visual Basic/macros.
• Ability to synthesize data into cohesive presentations and recommendations.
• Detail oriented and capable of multitasking under pressure.
• Team-oriented, inquisitive thinker who anticipates client questions.
• Ability to build partnerships and learn quickly while thinking strategically.

Responsibilities

• Lead budgeting and forecasting process and coordinate with firm-wide P&A.
• Prepare management reports and presentations for Operating Committee and Board.
• Develop, consolidate and present financial analyses for budgets and forecasts.
• Create, maintain and review financial models and analyses (recurring & ad-hoc).
• Conduct deep-dive analyses to identify root causes and propose solutions.
• Collaborate with business partners to ensure timely delivery of initiatives.
• Build strong relationships with key stakeholders across teams.

Skills

Analytical skills

Communication skills

Time management

Teamwork

Problem solving

Education

MBA

CPA

CFA

Tools

Excel

PowerPoint

Essbase

Visual Basic/Macros

Job description

As a Financial Planning & Analysis (FP&A) Associate, you are primarily responsible for leading and coordinating the budgeting and forecasting process, including the short- and long-term projection of earnings and capital over varying economic scenarios. FP&A operates in close cooperation with firmwide groups in each line of business to prepare management reports and presentations for the Operating Committee and the Board of Directors.

Job Responsibilities

• Serve as a liaison between Firm-wide P&A, lines of business, 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

Preferred qualifications, capabilities, and/or skills:

• CFA, CPA, MBA a plus
• At least 3 years of relevant FP&A experience, preferably in the financial services industry

Required qualifications, capabilities and skills

• Self-starter who is able to work in a fast paced, results driven environment
• Sound judgment, 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, including Excel, PowerPoint, Essbase, Visual Basic and macros
• 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
• Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically