Senior Associate- FPNA (Hybrid)

Continuserve Softech India; Bengaluru; Hybrid; INR 1,200,000 - 1,800,000; Full time

Job summary

Continuserve Softech India is seeking a Senior Analyst FPNA in Bangalore to support month-end close, budgeting, forecasting and financial analysis. The role involves building dashboards and reports for management, partnering with cross-functional teams to align financial plans with business goals, and driving FP&A process improvements.

The position requires strong Excel, SAP/Oracle/NetSuite/Hyperion experience and excellent communication skills.

Qualifications

• CA or CMA related qualification with 2–4 years experience.
• M.Com/ CMA/ MBA in Finance with 3+ years experience.
• Experience in FP&A, budgeting, forecasting and variance analysis.
• Strong communication and analytical skills.

Responsibilities

• Month end activities and support the monthly close process.
• Assist budgeting and forecasting using Top-Down & Bottom-Up approaches.
• Analyse financial statements and trends; perform variance analysis.
• Prepare reports and dashboards for management on performance and variances.
• Partner with cross-functional teams to align financial plans with strategy.
• Identify FP&A process improvements and optimize systems.
• Collect, clean and analyse data from multiple sources.
• Provide decision support and ensure regulatory compliance.

Skills

Month-end close

Budgeting

Forecasting

Variance analysis

Financial reporting

Data analysis

Excel

SAP

Oracle

NetSuite

Hyperion

Power BI

Education

CA/CA Inter/CMA inter

M.COM/CMA/MBA in Finance

Tools

SAP

Oracle

NetSuite

Hyperion

HFM

Adaptive planning

Excel

Power BI

Job description

Role- Senior Analyst FPNA

Loication-Bangalore

Shift- 5:30 PM- 2:30 AM

Work Mode- Hybrid

Role & responsibilities

1. Month End Activities: Supporting the monthly close process. Preparing monthly, quarterly, and annual reports for management.
2. Budgeting and Forecasting: Supporting clients in preparation of budgets and forecast adoptive the Top-Bottom & Bottom-Top approach.
3. Financial Analysis: Analysing financial statements, identifying trends, and conducting variance analysis.
4. Variance Analysis: Conducting variance analysis to explain differences between actual and budgeted performance.
5. Reporting and Presentations: Preparing reports and presentations for management on financial performance, variances, and recommendations. Developing and presenting dashboards and reports to track key financial metrics.
6. Business Partnering: Collaborating with cross-functional teams to understand business needs and ensure financial plans align with strategic objectives.
7. Process Improvement: Identifying opportunities to improve FP&A processes and systems.
8. Data Analysis: Collecting, cleaning, and analysing financial data from various sources.
9. Transition Management: Committed to smooth transitions by staying actively involved and embracing change with a solution-focused and open mindset. Leading from the front.
10. Decision Support: Provide financial analysis and insights to support operational and strategic decision-making.
11. Compliance: Ensure compliance with financial regulations and reporting standards.
12. Training and Development: Mentor and develop junior team members.
13. Proficiency in financial software and tools: Experience with budgeting and forecasting software, as well as Excel and other relevant tools, such as SAP, Oracle, or NetSuite, Hyperion
14. Strong communication and presentation skills: Ability to communicate financial information clearly and concisely, and present findings to management.
15. Problem-solving skills: Ability to identify and analyze financial issues and develop solutions.

Key Competencies

1. Analysing financial statements and identifying trends and variances.
2. Preparing monthly, quarterly, and annual reports for management.
3. Supporting the monthly close process.
4. Developing and presenting dashboards and reports to track key financial metrics.
5. Conducting variance analysis to explain differences between actual and budgeted performance

Key Performance Indicators (KPIs)

1. Data Accuracy and Completeness: The ability to ensure the reliability of the data used in analysis considering factors like completeness, consistency, and quality.
2. Analytical Skills and Contribution: Analysing the data and preparing relevant reports.
3. Meeting Deadlines: Timeliness of monthly close activities.
4. Problem-Solving: The ability to identify and resolve billing discrepancies and other issues is crucial.
5. Continuous Learning & Development: Demonstrates a commitment to continuous learning and skill development in areas like data analysis tools and techniques.
6. Teamwork & Collaboration: Measured by the improvement in junior team members' performance and skills under the analyst's mentorship. Positive team collaboration and communication.
7. Preparation of SOP: Proper documentation and sharing best practice.
8. Independent Work: Number of projects completed independently. Proactive problem-solving and identification. Demonstrated initiative and self-direction.

Work Environment and Tools

Tools/Software: Proficiency in tools like SAP, Oracle, QuickBooks, Hyperion, HFM, Adaptive thinking, Net Suite, Advanced Excel and Power BI.

Soft Skills

1. Strong interpersonal and communication skills.
2. Client-centric approach
3. Analytical Mind-set.

Qualifications/ certifications

Essential Qualifications:

1. CA/CA Inter/CMA inter degree with at least 2 - 4 Years experience.
2. M.COM/CMA/MBA in Finance with at least 3+ Years of experience.

Preferred Qualifications:

1. Experience in Financial Planning & Analysis, preferably from Shared Service industry.
2. Good analytical and problem-solving skills.
3. Excellent written and verbal communication skills.
4. High proficiency in MS Office preferably data modelling experience and advanced working knowledge of MS Excel.
5. Good Working Knowledge on SAP, Net-suite, Hyperion.
6. Good accounting concepts.
7. Good Interpersonal skills.
8. Technical Expertise: Strong understanding of accounting concepts and interprets them to the junior team members.