Manager I, Financial Planning

4 weeks ago


India Concentrix Full time

Job Description Summary:

This is an exciting opportunity to play a key role in supporting B2B Sales Services in NALA The successful candidate will:

• Help drive and support accurate financial forecasting and planning cycles aiding business visibility and fiscal responsibility (including financial monthly close processes).

• Analyze financial performance to assess future performance and to advise business partners on financial decision-making.

• Support the preparation and coordination of financial forecasting, planning, analysis, and controls relevant to revenue, expense, and margin performance (including investments and/or cost control measures)

• Help to provide insight via identifying trends and developments in competitive environments, and business performance and presents findings and recommendations to senior leadership.

• Work under some supervision with the ability of autonomy; working independently within established processes and procedures.


Duties and Responsibilities


  • Develops, interprets, verifies, and disseminates full-year financial forecasts, plans, and reports for organizational leaders/business partners in their area of responsibility (function/department, sales center, location)
  • Analyzes and assesses a moderately complex business, financial data, and metrics
  • Tracks, reviews, understands and can articulate the latest and upcoming client or vendor commercials/contracts and their financial impact
  • Analyzes trends and results, and advises based on those trends and results
  • Provides outstanding service (at a high level of customer satisfaction) to organizational leaders and business partners; delivers, meets, and communicates regularly with business leaders/partners.
  • Supports building of financial models based on analyses to aid organizational decision-making
  • Collaborates across functions to ensure clear understanding, alignment, and insight
  • Supports Finance & Accounting teams on quarterly close requirements and special projects


Required Qualifications


  • Excellent verbal and written communication skills.
  • Understanding of Generally Accepted Accounting Principles (GAAP) in the locality of their support
  • Understanding of methods of systems analysis and the principles, design, and procedural methods used in forecasting, planning and data analysis.
  • Experience in business partnering and relationship building.
  • Ability to maintain confidentiality and discretion in business relationships and exercise sound business judgment.
  • Advanced Microsoft Excel and PowerPoint skills.
  • Team player with good interpersonal skills.
  • Good prioritization, organizational skills, and attention to detail.
  • 2 - 4 years of related experience to reflect skills and talent necessary for this role preferred.
  • Bachelor’s Diploma/Degree in Finance, Accounting, or related area, or the equivalent preferred.


Preferred Qualifications


  • Professional accountancy qualification (location specific) is a plus.
  • Working knowledge of FP&A and financial accounting systems.
  • Systems knowledge and experience of Workday, Anaplan, Salesforce, and Tableau specifically a plus.
  • Demonstrated experience developing effective working relationships with (Sales/HR/IT/Sales Support – as applicable) organizations a plus.
  • Ability to work across time zones
  • Understanding of Generally Accepted Accounting Principles (GAAP) in other locations/jurisdictions



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