Sr. Analyst, Financial Reporting (Data Analyst)

XPO India Shared Services; Pune District; Hybrid; INR 800,000 - 1,200,000; Full time

Job summary

XPO India Shared Services in Pune seeks a Financial Analyst to build and deliver standard reporting packages, dashboards, and KPI insights for leadership.

You will forecast, model budgets, perform data mining, and partner with stakeholders to translate data into actionable recommendations.

The role emphasizes automation, data accuracy, and training junior team members on reporting tools and processes.

Qualifications

• Strong MS Excel and PowerPoint skills.
• Proficient in SQL, Tableau, Looker and Power BI.
• Experience in data mining and statistical analysis.
• Ability to translate data into actionable insights for leadership.

Responsibilities

• Collaborate with cross-functional teams to define KPIs and develop reporting packages and dashboards.
• Prepare monthly/quarterly forecasts and financial models for budgeting and planning.
• Produce regular reports to ensure timely visibility of financial data.
• Identify automation opportunities to improve efficiency and accuracy.
• Support audits and provide training on reporting tools to juniors.

Skills

Advanced MS Excel

PowerPoint

SQL

Tableau

Looker

Power BI

Data analysis

Data governance

Tools

Oracle

BillTrust

HighRadius

Cetaris

Coupa

Jira

Job description

ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. These are the most significant job duties performed; other responsibilities or assignments not specifically mentioned may also be assigned (please list 5-8 responsibilities along with percentage of time associated with each).

Reporting 20%

• Collaborate with cross-functional teams to understand business needs, define key performance indicators (KPIs), and develop standardized reporting packages, dashboards, and metric-driven insights for leadership.
• Prepare monthly and quarterly financial forecasts, highlighting trends, risks and performance drivers.
• Build and maintain financial models to support budgeting, planning and scenario analysis.
• Produce daily, weekly, and monthly reporting to ensure stakeholders have consistent and timely visibility into operational and financial data.
• Adjust report design and delivery cadence in response to evolving business or financial shared services requirements.
• Safeguard data accuracy and integrity across all reporting tools through strong data governance and qualitycontrol practices.
• Monitor and communicate reporting progress and deliverable status to management.

Data Analysis 30%

• Monitor and analyze key performance indicators (KPIs) across accounts receivable, collections, cash applications, credit, corrections, billing, and P2P, while conducting in-depth data analysis to identify trends, patterns, and insights that guide business decisions.
• Build, enhance, and maintain financial and analytical models to improve forecasting accuracy and support strategic initiatives.
• Perform data mining and statistical analysis to uncover patterns within large datasets and provide insights that inform decisionmaking.

Business Partnership – 25%

• Serve as a strategic advisor to department leaders by providing financial insights and recommendations.
• Partner with crossfunctional teams to understand business drivers and translate data into actionable insights that support operational and financial decisions.
• Present financial results, trends, and recommendations to senior leadership in a clear, concise, and compelling manner.

Automation and Process Efficiency – 15%

• Identify and implement automation opportunities to increase reporting efficiency, accuracy, and scalability.
• Maintain comprehensive documentation of reporting processes, data sources, and troubleshooting procedures to ensure repeatability and compliance.
• Promote best practices in report reproducibility and establish proactive communication methods for alerting management to production issues and supporting timely resolution.

Audit Support – 5%

• Provide support to internal and external auditors during financial audits.

Training & Development – 5%

• Provide training, guidance, and technical support to junior team members on reporting tools, data processes, and analytical techniques.

Technical Competencies

• Basic Computer Skills –
• Advanced MS Excel and Powerpoint Skills
• Proficient in Windows applications and Microsoft Office programs
• Proficient in SQL, Tableau, Looker, Power BI, or similar platforms.
• Quickly learns and achieves proficiency in new software applications as needed.
• Other Technical / Computer Skills -
• Thorough knowledge of internal company software applications applicable to position/business unit
• Experience with Oracle, BillTrust, High Radius, Cetaris, Coupa and/or Jira is a plus.