Financial Strategist

4 weeks ago

india Corpay Full time

Financial Strategy Lead


ROLE FUNCTION AND PURPOSE

The primary focus of Financial Strategy Lead is to support the Chief Data Analytics officer in various areas like Financial Modeling, M&A, Financial Planning & Analysis, Profitability, Leadership Presentations and implement new process throughout the FP&A functionalities. The need to comprehend business concepts and ensures these concepts are delivered as meaningful analytics.


KEY DUTIES AND RESPONSIBILITIES

The primary purpose of this position is to support the Chief Data Analytics Office and the Senior Management in terms of financial business analysis and sales performance analysis with a view to deliver enhanced business performance.


  • Collaborating with the FP&A team in the preparation of Annual Revenue Budget – Management presentations, Global, Regional and Sales Revenue budgets at the detailed level also setting up sales individual’s targets and portfolio allocations.
  • Collaborating in the preparation of regular Revenue Forecasts – Quarterly, monthly and Flash Forecasts Support distribution of accurate and timely Financial and Business reports that enhance the decision-making abilities for the Senior Management and Executives.
  • Perform in depth revenue analysis and commentary on both highlights and lowlights with the mindset to improve the financial performance.
  • Building Financial Models and 4 Years Strategic plan with Revenue and cost assumptions.
  • Identify and review key resources and tools for prospecting.
  • Support integration and migration initiatives post acquisitions.
  • Support modeling to assess ROI & also conduct due diligence for acquisitions and mergers.
  • Support integration projects post acquisitions.
  • Identify and recommend improvements to current processes, with a focus on increased efficiencies and enhanced value-added analytics.
  • Introduce new analysis, reporting formats, etc. which provide insights to different areas of the business.
  • Create Data dictionary for all FP&A and variable compensation functions.
  • Drive a variety of special projects to improve internal business processes.
  • Market research for geographical expansion for our commercial business.
  • Prepare key Analysis that impacts our financial performance both positively and negatively.
  • Deep dive exercise onto sales variable compensation process and provide meaningful insights.


EXPERIENCE AND KEY SKILLS

  • 10 years’ experience in Financial Planning and Analysis
  • Budgeting and Forecasting
  • Financial Modeling
  • Office - Strong in PowerPoint & Excel
  • Strong Analytics Skills
  • Project Management
  • Basic knowledge in Power BI


Other requirements (nice to have):

  • Collaboration with key stakeholders
  • Knowledge of CRM (Salesforce)


ABILITIES AND ATTRIBUTES

  • Proven ability to conduct and/or support multiple projects with minimal oversight
  • Effective communication and listening skills to elicit detailed requirements
  • Proven analytical skills in defining business needs for reporting requirements
  • Demonstrable excellent written and verbal communication skills with business and technical stakeholders as well as internal and external users
  • Strong attention to detail and accuracy
  • Ability to work independently and to prioritize work with a focus on deadlines and deliverables
  • Proven record as a strong team player in a fast-paced, deadline driven, diverse environment
  • Exceptional interpersonal skills

  • Content Marketing Strategist

    7 days ago

    India Beem Full time

    Who we are: We are reimagining financial products as consumer products, like Spotify or Netflix or Dropbox, making money and tools/services to manage it, available for a simple monthly subscription fee so you can stream, share, sync it across accounts, devices, funding instruments, friends or family. Our mission is to help our users demystify their finances,...

  • Content Marketing Strategist

    1 week ago

    India Beem Full time

    Who we are: We are reimagining financial products as consumer products, like Spotify or Netflix or Dropbox, making money and tools/services to manage it, available for a simple monthly subscription fee so you can stream, share, sync it across accounts, devices, funding instruments, friends or family. Our mission is to help our users demystify their...

  • Vice President Quantitative Engineering

    1 week ago

    india People Realm Recruitment Services Private Limited Full time

    Role - Vice President Quantitative Engineering Strategist Experience - 6 - 12 Years Company - Global Investment Bank The role is with the Asset Management division of the firm, the division brings together traditional and alternative investments, provide clients around the world with a dedicated partnership and focus on long-term performance. As the...

  • Mutual Fund Strategist

    3 days ago

    india AssetPlus Full time

    We are seeking a highly passionate and skilled Mutual Fund professional to join our team. This role is ideal for a professional who is deeply enthusiastic about mutual funds and possesses a keen interest in developing mutual fund strategies, training, and guiding intermediaries in understanding mutual fund strategies and concepts. This role will be pivotal...

  • Vice President Quantitative Strategist

    1 week ago

    india People Realm Recruitment Services Private Limited Full time

    Role - Vice President - Quantitative Analytics & Development Our client a Tier 1 Investment Bank is hiring for its Global Markets business which is mainly involved in financing, advisory services, risk distribution, and hedging for our institutional and corporate clients. This a Vice President role, where we are looking for outstanding candidates with...

  • Finance Controller

    4 weeks ago

    India Atlan Full time

    As Atlan's Finance Controller, you shall be broadly responsible for protecting and conserving business resources and accurately reporting on our financial position. Managing the finance organization efficiently by providing the right information at the right time to support business execution and supporting leadership in advancing the company toward its...

  • Social Media Associate

    4 weeks ago

    india REMAX Town and Country The Ailion Team Full time

    Are you an emerging, skilled, and creative social media marketer? Are you looking for the opportunity to enhance your career with a leading RE/MAX sales team? Look no further than RE/MAX Town and Country The Ailion Team! We are seeking an enthusiastic marketing manager to join our team and assist with expanding our presence on various social media platforms....

  • Assistant Manager

    1 week ago

    india ASA Full time

    About the company ASA is a full service firm of corporate strategists, accountants, tax advisory experts, and financial and marketing analysts with over 32 years of experience. Our prime clientele is corporate operating cross border and assist them in setting up their business, M&A, partner search, audit, taxation, and compliance issues. We have a strong...

  • Tinvio - Lead Data Scientist - R/SQL/Python

    2 weeks ago

    india Tinvio Digital Services India Pvt Ltd Full time

    Description : Tinvio is built around the idea that every merchant and supplier should be able to work smarter together. Through clean design, agile engineering, and genuine support, we unlock capabilities that make them more productive and profitable. The core product is a B2B transactions platform that helps small-medium merchants and suppliers manage...

  • Tinvio - Lead Data Scientist - R/SQL/Python

    4 weeks ago

    Anywhere in India/Multiple Locations, IN Tinvio Digital Services India Pvt Ltd Full time

    Description :Tinvio is built around the idea that every merchant and supplier should be able to work smarter together. Through clean design, agile engineering, and genuine support, we unlock capabilities that make them more productive and profitable. The core product is a B2B transactions platform that helps small-medium merchants and suppliers manage...

  • Tinvio - Lead Data Scientist - R/SQL/Python

    2 weeks ago

    Anywhere in India/Multiple Locations Tinvio Digital Services India Pvt Ltd Full time

    Description : Tinvio is built around the idea that every merchant and supplier should be able to work smarter together. Through clean design, agile engineering, and genuine support, we unlock capabilities that make them more productive and profitable. The core product is a B2B transactions platform that helps small-medium merchants and suppliers manage...