Senior Financial Analyst

CBTS; Chennai District; On-site; INR 2,500,000 - 4,000,000; Full time

Job summary

CBTS seeks an experienced Senior Financial Analyst to drive financial planning, budgeting, forecasting, and analysis across operations. The role emphasizes partnering with cross-functional teams to deliver actionable insights for improved business performance and decision making.

You will develop financial models, support monthly close, and help maintain KPIs and dashboards while ensuring accuracy and timeliness of reporting. Strong communication and MS Office proficiency are required.

Qualifications

• MBA Finance or ICWA or similar; accounting/finance/economics degree.
• Strong technology and communication skills with problem-solving ability.
• Experience in budgeting, forecasting, variance analysis, and management reporting.
• Proven ability to analyze financial and operational performance to support decisions.
• Exposure to financial modeling, FP&A, and RTR functions is a plus.

Responsibilities

• Partner with the business to provide financial and operational insights for decision-making and performance improvement.
• Support budgeting, forecasting, and long-range planning, with detailed analysis of results.
• Develop financial models and conduct ad hoc analyses for leadership guidance.
• Assist with monthly close processes and ensure accuracy of financial statements.
• Create and maintain KPIs and dashboards to track performance.

Skills

Financial analysis

Stakeholder management

Budgeting & forecasting

Excel advanced

Education

MBA Finance

ICWA

Bachelor’s in accounting/finance/economics

Tools

Power BI

Excel

OneStream

Salesforce

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.,