Description

Key Roles and Responsibilities:

Perform monthly variance analysis for revenue, expenses, headcount, and other key financial metrics

Analyze trends and provide meaningful commentary on financial results for management review

Identify risks and opportunities impacting business performance and communicate them proactively

Support ad hoc financial analysis to evaluate business initiatives, cost-saving opportunities, and investment decisions

Business Collaboration: Work with FP&A; counterparts to gain insight 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 current 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.

Experience or Core Competencies:





Deep understanding of Generally Accepted Accounting Principles (GAAP), General Ledger, Financial Statements and internal controls.

Strong analytical and problem-solving skills with an ability to think critically.

Excellent interpersonal skills and the ability to work with large datasets

Ability to meet strict deadlines and deliver high-quality work under tight deadlines

Excellent verbal and written communication skills

Expertise in financial and accounting systems (preferably Oracle and EPBCS), 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.

Master's (preferred) or bachelor’s degree in finance, Accounting, Business Administration (MBA/PGDM), or related certifications - CMA

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

No

Workplace Model

At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least four days a week, with one day working outside an Invesco office.

Grow Your Career with Us

Build the skills and experiences that help you thrive in a constantly evolving business environment. Our AI-enabled learning platform provides personalized learning opportunities based on your role and interests, while development programs and leadership training help support continuous career growth.

To know more about us:

About Invesco:

About our Culture:

About our D&I; policy:

About our CR program:

Apply for the role @ Invesco Careers:

📌 Specialist, FP&A (India)
🏢 OppenheimerFunds Distributor
📍 India