1. Budgeting & Forecasting
- Support the preparation and consolidation of the annual budget and quarterly forecasts across business units.
- Analyze variances against budget and prior forecasts, identifying key drivers and actionable insights.
- Work closely with operations and delivery teams to ensure alignment of financial plans with business objectives.
2. Board & Management Reporting
- Assist in preparing monthly, quarterly, and annual performance decks for internal management and board meetings.
- Generate monthly P&L; reports by business unit, and highlight key trends or anomalies.
- Track and report monthly KPIs across departments to monitor business health and productivity.
3. Pricing Support
- Build and maintain financial models to support pricing for new and existing clients.
- Analyze the profitability and scalability of service offerings and client accounts.
4. Automation Support
- Identify manual processes within FP&A; reporting and contribute to automation initiatives.
- Collaborate with tech and analytics teams to streamline data flows and reporting efficiency.
5. Ad Hoc Analysis & Reporting
- Support one-off strategic and financial analysis requests from senior management.
- Perform scenario analysis and sensitivity modeling to assist in decision-making.
- Support Buy-side M&A; cycle 6. Data Integrity & Accuracy ∙
- Ensure consistency and accuracy across reporting systems and financial models.
- Reconcile financial data with accounting and operational sources to maintain trust in outputs.
Qualifications: ∙
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- CA/MBA/CMA is a plus.
- 3–5 years of experience in FP&A; or corporate finance, preferably in a BPO or services setting.
- Advanced proficiency in Excel.
- Strong understanding of financial statements, unit economics, and operational KPIs.
- Excellent analytical and communication skills; ability to convey financial data to non fi