ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. These are the most significant job duties performed; other responsibilities or assignments not specifically mentioned may also be assigned (please list 5-8 responsibilities along with percentage of time associated with each).

Reporting 20%

- Collaborate with cross-functional teams to understand business needs, define key performance indicators (KPIs), and develop standardized reporting packages, dashboards, and metric-driven insights for leadership.

- Prepare monthly and quarterly financial forecasts, highlighting trends, risks and performance drivers.

- Build and maintain financial models to support budgeting, planning and scenario analysis.

- Produce daily, weekly, and monthly reporting to ensure stakeholders have consistent and timely visibility into operational and financial data.

- Adjust report design and delivery cadence in response to evolving business or financial shared services requirements.

- Safeguard data accuracy and integrity across all reporting tools through robust data governance and qualitycontrol practices.

- Monitor and communicate reporting progress and deliverable status to management.

Data Analysis 30%

- Monitor and analyze key performance indicators (KPIs) across accounts receivable, collections, cash applications, credit, corrections, billing, and P2P, while conducting in-depth data analysis to identify trends, patterns, and insights that guide business decisions.

- Build, enhance, and maintain financial and analytical models to improve forecasting accuracy and support strategic initiatives.





- Perform data mining and statistical analysis to uncover patterns within large datasets and provide insights that inform decisionmaking.

Business Partnership – 25%

- Serve as a strategic advisor to department leaders by providing financial insights and recommendations.

- Partner with crossfunctional teams to understand business drivers and translate data into actionable insights that support operational and financial decisions.

- Present financial results, trends, and recommendations to senior leadership in a clear, concise, and compelling manner.

Automation and Process Efficiency – 15%

- Identify and implement automation opportunities to increase reporting efficiency, accuracy, and scalability.

- Maintain comprehensive documentation of reporting processes, data sources, and troubleshooting procedures to ensure repeatability and compliance.

- Promote best practices in report reproducibility and establish proactive communication methods for alerting management to production issues and supporting timely resolution.

Audit Support – 5%

- Provide support to internal and external auditors during financial audits.

Training & Development – 5%

- Provide training, guidance, and technical support to junior team members on reporting tools, data processes, and analytical techniques.

Technical Competencies

- Basic Computer Skills –

- Advanced MS Excel and Powerpoint Skills

- Proficient in Windows applications and Microsoft Office programs

- Proficient in SQL, Tableau, Looker, Power BI, or similar platforms.

- Quickly learns and achieves proficiency in new software applications as needed.

- Other Technical / Computer Skills -

- Thorough knowledge of internal company software applications applicable to position/business unit

- Experience with Oracle, BillTrust, High Radius, Cetaris, Coupa and/or Jira is a plus.

📌 Sr. Analyst, Financial Reporting (Data Analyst) (Pune)
🏢 XPO INDIA SHARED SERVICES
📍 Pune