Key Responsibilities:

Business Collaboration: Work with FP&A counterparts to gain insights into business aspects affecting expenses, revenues, and AUM.
Budgeting & Forecasting: Assist in the budgeting process and analyze forecast data, providing a detailed variance analysis of month-on-month performance, comparing against budget, forecast, and prior actuals at the General Ledger (GL) level.
Deadline Management: Ensure all tasks are completed on time as per agreed client deadlines, and proactively communicate any delays or limitations.
Client Communication: Address and resolve client queries and ad-hoc requests independently while providing actionable solutions to improve daily operations.
Training & Mentorship: Lead and organize training for new joiners, continuously update process documentation (SOPs), and drive training for new client-driven projects.
Process Improvement: Spearhead internal team projects that focus on process transformation, simplification, and automation to enhance efficiency.
Procedure Review: Regularly review and update process procedures and ensure they reflect any new changes.
Continuous Improvement Projects: Actively participate in projects under the supervisor s guidance that aim to improve processes and deliver better outcomes for clients.

Core Competencies:

Deep understanding of Generally Accepted Accounting Principles (GAAP) and internal controls.
Strong analytical and problem-solving skills with an ability to think critically.
Excellent interpersonal skills and the ability to manage teams effectively.
Ability to meet strict deadlines and deliver high-quality work under pressure.
Expertise in financial and accounting systems (preferably Oracle), with advanced knowledge of the Microsoft Office suite.
A minimum of 5-7 years of experience in FP&A or a related accounting function, including experience with process improvement and systems implementation.

Key Attributes:

Ability to perform detailed analysis using advanced data tools like Alteryx and visualization tools such as Tableau or Power BI .
Strong organizational skills with the ability to manage multiple priorities and meet tight deadlines.
Self-motivated with a structured and disciplined approach to work.
Positive and proactive team player with excellent communication (verbal/written) and interpersonal skills.
Flexibility to adapt to changing priorities and work in a global, multicultural environment .
Demonstrated ability to learn, upskill, and mentor others in the technical FP&A domain.

Specialist, FP&A