- Job Role: Financial Planning & Analysis-Budgeting and Forecasting
- Experience (In Years): 9-12
• Knowledge of Financial Planning & Analysis concepts including accounting
• Understanding of US Insurance market
• Knowledge of MS Office (Excel, Word, etc.)
• ERP’s such as Oracle, PeopleSoft, Workday, ANAPLAN etc.
• Proficiency in English
• Excellent Communication / interpersonal skills
• Data gathering ability/ Eye for detail
• Team work/ Managing Self / Adaptability
• Ability to work on routine/standardized processes
Responsibilities
- Perform activities associated with the operational plan, budgeting, forecasting and MIS reporting activities.
- Analyse expense lines including Headcount Reporting, Compensation Grid, Controllable and Non Controllable cost and partner closely with the business operations and business finance to understand variances to budget
- Should have good understanding of Accounting concepts like – Accruals, Reclasses and Cost Transfers
- Preparation of various Reports to support the management needs and ensuring timely adherence to deadlines
- Must understand Financial and Management Reporting and Cost allocations methodologies
- Subject Matter Expertise in Financial Planning and Analysis to manage deliverables, review tasks and provide guidance to rest of team members
- Responsible for timely and accurate Financial Management information
- Have experience of working on forecasting tools such as ANAPLAN
- Continuous process improvement
- Encourages best practice sharing and collaboration to optimize team processes and constantly keeps the business and client / internal customer at the forefront
- Shows openness to feedback and willingness to change.
Qualifications
- Graduate in Finance stream having 2+ year of experience working in FP&A team in a large set up, Qualified CPA will be preferred
- Strong attention to detail, data integrity and accuracy
- Proficiency in MS-excel & MS PowerPoint
- Excellent quantitative and analytical skills with strong time management, organizational and problem solving skills and the ability to multi task and work in a deadline-driven environment
- Excellent verbal, written and interpersonal communication skills with the ability to interact effectively at all levels across the organization
