Financial Planning & Analysis(FPNA with SQL experience)-Hybrid

Position:

Location:

Role Overview:

We are seeking a dynamic and experienced FP&A Associate to join our team. This role will be responsible for leading and managing financial planning and analysis activities, ensuring accurate and timely reporting, and driving process improvements. The ideal candidate will be a strong leader, possess excellent analytical skills, and have a proven track record of delivering results in a fast-paced environment. This role will require leadership and ownership of financial processes, data accuracy, and team management. Should have a start-up mindset.

Responsibilities:

• Financial Reporting & Analysis:

• Prepare and deliver regular weekly financial updates (presentations and reports) to Account Managers (AMs) and Central Finance Leadership (FL) teams.
• Create and manage ad-hoc financial documents, including snippets and delivery summary slides, as required by FLs.
• Validate and own the accuracy of data presented in weekly program reviews.
• Conduct variance analysis, budget consumption analysis, and commentary analysis.
• Ensure data hygiene within bug tracking system and other financial tracking systems.

• Process Improvement & Automation:

• Drive improvements and automation initiatives across the Program Area to enhance delivery quality and efficiency.
• Standardize processes across the team or program area.
• Review and improve existing DTPs SOPs

• Team Leadership & Management:

• Ensure team members meet deadlines and maintain high accuracy in deliverables.
• Monitor team utilization and ensure efficient resource allocation.
• Coach and mentor team members to achieve better outcomes and develop their skills.
• Address resourcing discussions.
• Manage team meeting and daily syncs.

• Client & Stakeholder Management:

• Proactively communicate with AMs and FLs regarding delivery status, issues, and activations.
• Address all AM requests and provide timely solutions to their inquiries.
• Manage new intake reviews, scoping sessions, and knowledge transfer (KT) follow-ups.
• Conduct CSAT follow-ups and develop/implement improvement plans.
• Manage escalations and create RCA(Root Cause Analysis) as needed.

• Data Management & Quality Assurance:

• Maintain bug tracking and other relevant data systems, ensuring accuracy and data hygiene.
• Conduct quality reviews and spot checks on team deliverables.
• Validate data accuracy for client presentations and reports.
• Utilization tracking and hygiene.

• New Intakes and Ad-Hoc Reviews:

• Intakes and Ad-hocs review.
• Aligns with AM if an intake is valid and plans next steps on implementation, attends scoping sessions and follow up KTs

Qualifications:

• Bachelor's degree in Finance, Accounting, or a related field. Preferably CA, CFA.
• Proven experience in FP&A, preferably in a fast-paced, technology-driven environment.
• Strong analytical and problem-solving skills.
• Excellent communication and presentation skills.
• Proficiency in financial modeling 1 and data analysis tools.
• Experience with Google suite and SQL.
• Demonstrated leadership and team management abilities.
• Ability to manage multiple priorities and meet tight deadlines.
• Strong understanding of financial processes and data analysis.
• Experience with process improvement and automation.

Preferred Qualifications:

• Master's degree or relevant professional certifications (e.g., CFA, CPA).
• Experience working with large technology companies.

Key Competencies:

• Strategic Thinking
• Analytical Skills
• Communication & Presentation
• Problem-Solving
• Process Improvement
• Data Analysis & Reporting
• Time Management & Organization.