Walk-in | Financial Planning And analysis

Select Source International; Dadri, Gurugram District, Delhi; On-site; INR 2,500,000 - 4,500,000; Full time

Job summary

Select Source International is seeking a seasoned Financial Plan & Analysis Specialist in Uttar Pradesh, Dadri. The role focuses on preparing standard and ad hoc reports across regions, products and service types, delivering insightful analyses and timely monthly close packages.

The ideal candidate will have CA/MBA or equivalent, 7–11 years FP&A experience, and proficiency with Oracle ERP and planning tools such as Longview or Onstream. Strong communication with stakeholders is essential.

Qualifications

• CA/MBA or equivalent with strong FP&A background.
• Experience in planning, budgeting, forecasting and management reporting.
• Experience in client interfacing and team leadership would be an added advantage.
• Strong knowledge of Oracle ERP and reporting tools is expected.

Responsibilities

• Prepare standard and ad hoc management reports for region, country, product, service type.
• Provide accurate metrics and analyses to link financials to business drivers.
• Manage budgets, forecasts and monthly close packages with functional leaders.
• Develop and load budgets/forecasts into reporting tools and ensure timely reporting.

Skills

Financial planning

Analytics

Forecasting

Stakeholder communication

Education

Chartered Accountant

MBA

Any Graduate

Tools

Oracle ERP

Longview

Onstream

Job description

Skill required: Financial Planning & Analysis - Financial Planning and Analysis (FP&A)
Designation: Financial Plan & Analysis Specialist
Qualifications: Chartered Accountant/Master of Business Administration, Any Graduate
Years of Experience:7 to 11 years
What would you do? The primary responsibility is to work as specialists / expert in
Preparation of standard & Adhoc management reports for region, country, product, Service type etc. Provides standardized and insightful level of analyses is provided. Delivers ad hoc analyses. Supports Annual Operating Plans, budgets & forecasts
Planning, creating and managing reporting data and report out from various database systems.
Manage client communication, responding to queries, investigate irregularities and anomalies and provide functional support for day-to-day issues.
Provide support to all business units across the region, including product understanding, validation, problem/query resolution
Develop and load base level budgets and forecasts for area of responsibility into Reporting tools
KPI developing & reporting. Develop and deliver accurate and consistent metrics to drive business performance and improve the linkage between metrics and financials.
Ensuring data is reported in the most efficient/automated manner with a view to facilitating a thorough analysis of such data on a monthly basis. and identifying trends, inefficiencies and process improvement opportunities to deliver meaningful financial data/metrics.
Provide bridge analysis comparing Actuals vs. Forecast vs. PY and vs. Prior trends.
Prepare monthly packages (forecast/actual/budget) and review with functional leaders
Identify and communicate risks/opportunities and recommend/communicate alternative approaches to appropriate owner to meet budget.
Role requires in depth knowledge of Oracle as ERP and Longview & Onstream as Planning & reporting tools
Major accountability for Planning, Budgeting, Forecasting, Management Reporting, Variance Analysis across Balance Sheet, P&L and Cash flow, Systems Support & data Governance. Ensure timely & accurate reporting for SG&A, Working Capital, Cost of Sales and other management reports.

This role requires considerable liaison with other functions, to ensure service level are achieved and change is coordinated. In addition, the candidate must have managed /led / worked as team member in global FP&A process for multinational clients. A strong working knowledge of FP&A function is a must.

This role is expected to ensure:

• Team & individual objectives and performance in line with culture.
  Services maintained in line with Service expectations agreed with the business
  What are we looking for? Education: CA/ MBA/CFA/CMA preferred with high degree of proficiency in usage of Oracle) . Candidates with management Reporting Experience is preferred. Experience in Client Interfacing role as well as team handling role would be an added advantage.
  Experience Strong FP&A experience required in Logistics & Freight industry
  FP&A Experience to include planning, budgeting, forecasting, variance analysis of revenue, working capital, gross margin & SG&A, pricing, and predictive reporting
  Experience in database development and report creation (preferred).
  Broad knowledge, experience and understanding of financial services operations.
  Experience within the FP&A delivery environment with a working knowledge of FP&A delivery systems and processes
  Understanding of financial reporting / management reporting and business intelligence. Management Accounting and Reporting Delivery of various reporting containing Financial and Management Information sourced from multiple systems / platforms
  Close interaction with customer over phone and email.
  Required to work independently in tight deadline situations with emphasis on quality of service delivered. Ability to multi-task, deal with complex situations, project management and quick
  Defines standards and reusable approaches within area of responsibility.
  Required to maintain effective internal/external client/user relationships within area of responsibility.
  In conjunction with manager, works to ensure development of group members’ skills.
  Provides guidance to and shares knowledge with colleagues/team members relating to own specialization.
  Typically, as a team leader, accountable for results of team efforts by maintaining workflows and quality standards and meeting deadlines.
  Conducts work planning/prioritization for own team/group.
  May be accountable for ongoing maintenance of effective client service relationship in one area of business, by acting as first point of contact for client representatives.
  Encourages and implements continuous improvement measures on day-to-day basis within area of responsibility.
  Required to make a variety of decisions, some complex in nature, with concern for impact on others, but predominantly affecting own area of control.
  Provides and implements workable solutions to business issues/problems with minimum referral to senior management.
  Operates largely independently in meeting defined business objectives and goals.
  Roles and Responsibilities: People
  Development, Objectives and Performance management of the team and individuals in line with policy and performance framework.
  Ensure one on one feedback is held with all team members where you would have people reporting to you
  Reduction of single points of failure and dependency on key individuals.
  Establish action plans in relation to Staff Satisfaction feedback.
  Operations
  Ensure a robust environment which supports agreed customer service levels.
  Build the capabilities of the team to grow the level of competency across technical and business environments
  Achieve service levels with business priorities and direction, maximizing the relevance and value of the FP&A services and helping in the achievement of client’s business objectives
  Embrace a team-based leadership style, building trust and co-operation within the team and across other teams within Finance and the business
  Embed common, simplified and documented processes within the team, single points of failure together with improving efficiency and satisfying compliance requirements eg. SOX.
  Develop and drive consistency in reporting.
  Implement continuous improvement initiatives that result in demonstrable improvement in activities Delivery & Customer Support
  Provide support on FP&A processes to business users
  Pro‑active ownership, logging & status communication of all issues.
  Establish action plans in relation to Customer Satisfaction feedback.
  Established End User Training where required Work with other teams to ensuring end to end change management both upstream and downstream environments.
  Employ project management disciplines in the change management process Build/enhance quality control processes to maximize the efficiency of process and identifying/actioning data issues Measure, monitor and report performance levels and improvement planning
  Completes varied complex/non-standard tasks in area of responsibility.
  Makes variety of decisions, some complex in nature, predominantly affecting own area of responsibility.
  Required to identify, assess and resolve complex issues/problems within own area of responsibility.
  Operates largely independently within set guidelines, but managerial guidance available if sought.
  End results are generally defined but interpretive judgment is required to meet these.
  Works to clearly defined budgetary parameters and targets.
  Sufficient work experience/job knowledge to enable the analysis of principles and concepts.
  In general, willing to work across different shift hours –daylight work hours
  May have to travel abroad where required by work

Chartered Accountant,Master of Business Administration, Any Graduate