Financial Planning and Analysis

AIS InfoSource; Vadodara; On-site; INR 900,000 - 1,500,000; Full time

Job summary

AIS InfoSource in Vadodara is seeking an experienced FP&A professional to manage P&L for multiple entities, prepare monthly management reports, and lead pricing strategy. The role requires strong analytical skills, English fluency, and the ability to deliver accurate forecasts and cash flow models.

You will analyze profitability, track intercompany transactions, and support management with budgeting, forecasts, and tax filings for US taxation. MBA/CA/M.Com background preferred.

Qualifications

• Proficiency in tracking monthly P&L performance of legal entities on consolidated and individual bases.
• Experience in preparing and enhancing monthly management financial/operational reports, including flash financial results.
• Ability to lead and direct pricing strategy formulation and actions to enhance profitability, ensuring integrity in pricing.
• Strong skills in financial trend and variance analysis comparing current results with prior results and budgets/forecasts.
• Experience in preparing global financial forecasts monthly, quarterly, and annually.
• Ability to develop, support and enhance global cash flow forecasting processes.
• Maintain and create models to evaluate P&L impact of new client contracts and product offerings.
• Analyze budgetary impact of pricing approaches considering history and customer profitability.
• Evaluate P&L performance and ROI of clients and products.
• Attend weekly sales prospect meetings and provide analytical support for evaluation.
• Prepare commission/bonus calculations for management.
• Prepare and evaluate tax files for US taxation.
• Prepare revenue reports weekly and monthly by product, client, and business nature.
• Experience working with intercompany transactions.
• Strong analytical skills to derive valuable outputs.

Responsibilities

• Track monthly P&L performance of six legal entities on consolidated and individual basis.
• Prepare and improve monthly management financial/operational reports including Flash of financial results.
• Lead and direct pricing strategy formulation and take necessary pricing actions to enhance profitability, ensuring integrity and accuracy in all pricing matters.
• Prepare financial trend and variance analysis comparing current operating results with prior results and forecasts/budgets.
• Prepare global financial forecasts monthly, quarterly, and annually.
• Develop, support, and enhance global cash flow forecasting process.
• Maintain and create models to evaluate P&L impact of new client contracts and new product offerings.
• Analyses budgetary impact of price approach in view of overall history as well as profitability of customer.
• Evaluate P&L performance and ROI of clients and products.
• Attend weekly sales prospect meetings and provide analytical support for detailed evaluation.
• Prepare Commission/Bonus calculations for management.
• Prepare and evaluate tax files for US Taxation.
• Prepare revenue weekly and monthly with different segments like product, client, and nature of business.
• Working and posting intercompany transactions.
• Analyze the data and provide valuable outputs.

Skills

Communication skills

Analytical skills

Presentation skills

Teamwork

Critical thinking

MS Office

Education

MBA (Finance)

CA

M.Com

Tools

MS Office

Job description

Track monthly P&L performance of six legal entities on consolidated and individual basis.

Prepare and improve monthly management financial/operational reports including Flash of financial results.

Lead and direct pricing strategy formulation and take necessary pricing actions to enhance profitability, ensuring integrity and accuracy in all pricing matters.

Prepare financial trend and variance analysis comparing current operating results with prior operating results and forecasts/budgets.

Prepare global financial forecasts monthly, quarterly, and annually.

Develop, support, and enhance global cash flow forecasting process.

Maintain and create models to evaluate P&L impact of new client contracts and new product offerings.

Analyses budgetary impact of price approach in view of overall history as well as profitability of customer.

Evaluate P&L performance and ROI of clients and products.

Attend weekly sales prospect meetings and provide analytical support for detailed evaluation.

Prepare Commission/Bonus calculations for management.

Prepare and evaluate tax files for US Taxation.

Prepare revenue weekly and monthly with different segments like product, client, and nature of business.

Working and posting intercompany transactions.

Analyze the data and provide valuable outputs.

SUPERVISORY RESPONSIBILITIES:

This position has no supervisory responsibilities.

LANGUAGE REQUIREMENTS

Required English Ability Level Business Fluent

QUALIFICATIONS:

Proficiency in tracking monthly P&L performance of legal entities on consolidated and individual bases.

Experience in preparing and enhancing monthly management financial/operational reports, including flash financial results.

Ability to lead and direct pricing strategy formulation and take necessary actions to enhance profitability, ensuring integrity and accuracy in all pricing matters.

Strong skills in financial trend and variance analysis, comparing current operating results with prior results and forecasts/budgets.

Experience in preparing global financial forecasts on monthly, quarterly, and annual basis.

Capability to develop, support, and enhance global cash flow forecasting processes.

Proficient in maintaining and creating models to evaluate P&L impact of new client contracts and product offerings.

Ability to analyze budgetary impacts of pricing approaches considering overall history and customer profitability.

Experience in evaluating P&L performance and ROI of clients and products.

Capacity to attend weekly sales prospect meetings and provide analytical support for detailed evaluation.

Skills in preparing commission/bonus calculations for management.

Experience in preparing and evaluating tax files for US taxation.

Proficiency in preparing revenue reports weekly and monthly, segmenting by product, client, and nature of business.

Familiarity with working and posting intercompany transactions.

Strong analytical skills to analyze data and provide valuable insights.

SKILLS:

Excellent verbal, written and interpersonal communication skills.

Meticulous with exceptionally strong analytic skills.

Presentations Skills.

Ability to work independently and as part of a team.

Critical thinking skills and work ethics.

MS Office (Excel, Word & PPT).

EDUCATION:

MBA (Finance), CA, M.Com

KNOWLEDGE:

Accounting, Reporting, Financial Statements, Budget

LANGUAGE SKILLS:

Ability to read, analyze and interpret the most complex documents. Ability to respond effectively to the most sensitive inquiries or complaints. Ability to write emails, speeches and articles using original or innovative techniques or style. Ability to make effective and persuasive speeches and presentations on controversial or complex topics to top management, public groups and clients.

REASONING ABILITY:

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

CERTIFICATES, LICENSES, REGISTRATION:

NA

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the noise level in the work environment is usually quiet to moderate.

DISCLAIMER:

The information in this job description is designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this position and may be changed at the company’s discretion to conform to business needs.

ABOUT THE COMPANY:

AIS is a Texas-based fintech firm committed to lowering operating costs, improving quality and reducing cycle time with back-office automation, highly skilled talent and standardized reporting and analytics solutions. AIS manages the day-to-day work so our clients can focus on growing their business. We review client processes, eliminate non-value adds, and enhance productivity. We build financial and legal technology to automate and optimize workforce performance. We recruit, train, and manage specialized human resources to meet staff augmentation needs. We equip decision makers with deep data sets and forward-thinking analytics so they can make smarter business decisions and create better customer experiences. We serve a variety of industries including banking, automotive finance, credit card, mortgage, insurance and telecommunications.

AIS offers exciting opportunities to provide innovative solutions that help clients maximize their potential.