Senior Lead Analyst - FP&A & Power BI

Principal Global Services; Pune District; Hybrid; INR 2,400,000 - 4,200,000; Full time

Job summary

Principal Global Services in Pune is seeking a Senior Lead Analyst - FP&A to lead forecasting, management reporting, product reporting, and ad-hoc financial work in a hybrid setup (3 days in the office).

You will apply US GAAP and statutory principles, link initiatives to results, build data models in SAS/SQL/Excel/Power BI, and present insights that drive business decisions while collaborating across teams.

Qualifications

• Experience in FP&A, management reporting, forecasting and ad-hoc work.
• Ability to apply US GAAP and Statutory Accounting Principles concepts.
• Strong technical skills in SAS, SQL, Excel and Power BI for data extraction and reporting.
• Knowledge of data-driven analysis to link initiatives to financial results.
• Excellent analytical, problem‑solving and communication skills.

Responsibilities

• Support FP&A, management reporting and forecasting activities.
• Model financial results and link initiatives to outcomes.
• Redesign processes and reports to improve efficiency.
• Collaborate with teams across the department and Enterprise.
• Deliver timely financial results and insights into key metrics.

Skills

SAS

SQL

Advanced Excel

Power BI

Presentation & data visualization

Education

Master’s degree / Professional Degree / Relevant Industry Certification

Chartered Accountant or MBA Finance

Job description

Responsibilities

Senior Lead Analyst - FP&A

SHift - 1.30 PM - 10.30 PM

Mode - Hybrid - 3 days in office, Pune

• Support FP&A, Management Reporting, Forecasting, Product reporting, Project/Ad-hoc work. Modeling of financial results and ability to link initiatives to the results.
• Ability to apply US GAAP and Statutory Accounting Principles concepts along with performance metrics to new initiatives and identify impact to financial results. Conduct cause-and-effect analysis to identify key drivers of results and uncover root causes of variances.
• Strong technical expertise in SAS, SQL, Advanced Excel, and Power BI for data extraction, transformation, analysis, automation, and management reporting. Experience leveraging AI-powered tools such as Microsoft Copilot and Generative AI solutions to improve productivity, streamline financial processes, and generate actionable business insights is highly preferred.
• Provide analytical support related to performance metrics, income statement, and balance sheet activity. Evaluate actuals and forecast and the key drivers of variances.
• Redesign processes and reports to optimize efficiency and align with changing business needs.
• Work collaboratively with other teams across the department and the Enterprise to share best practices and deliver on strategic and financial initiatives.
• Support the delivery of timely financial results and forecasts, perform in depth analysis offering insights of drivers to key performance metrics.
• Gain deep knowledge of the company’s financial data structure and tools to support reporting needs across RIS, most specifically within WSRS.
• Manage projects and workload independently. Ability to prioritize and manage multiple responsibilities simultaneously.
• Presentation & data visualization skills
• Master’s degree / Professional Degree / Relevant Industry Certification
• Preferably Chartered Accountant or MBA Finance
• Proven track record of working in complex Finance & Accounting function for medium/large scale operations
• Knowledge and experience of transitions and transformation (process, digital, etc) for Finance & Accounting domain
• Must have a good knowledge and experience of working in Operational Excellence environment as Project Lead, certification in any of the improvement methodologies like Lean, Six Sigma, etc. is mandatory
• Excellent analytical, problem-solving, and decision‑making skills. Exceptional communication and interpersonal skills, with the ability to influence and inspire others.

Qualifications

• Preferably Chartered Accountant or MBA Finance
• Preferred FinTech candidate