Financial Planning and Analysis

2 weeks ago

Gurgaon District Haryana, India Serving Skill Full time

This is one of the critical role within Financial Planning and Analysis team, which plays a very important role in supporting the organization

and the leader of the team in several cost initiatives of the company. Specifically, this role is responsible for ownership and end to end

delivery of resource deployment process of the organisation.

KEY RESPONSIBILITIES

Field enablement
- Help business conceptualize and enable growth/ improvement

oriented initiatives by business
- Agency-branch profitability and redesigning the MIS process
- Axis-Zone level analysis
- Direct sales force
- New initiatives support

Opex
- Drive cost management agenda of the organization
- Providing controllership over Company level opex
- Departmental expenses, reconciliation between top down and

bottoms up, engagement with various functional heads and

closure
- Tracking monthly opex
- Providing visibility to rolling forecasts to enable timely

business action
- Company level cost initiatives
- HR, Facilities, Agency etc
- Quality led cost initiatives and weekly governance

Financial Decision making
- Develop and maintain framework of cost management and

resource allocation within accepted risk parameters
- Liasoning with demand management
- Negotiate with various functions on efficacy of CBA
- CBA approval process as per revised grid
- Providing visibility to organization on accountability of

delivering committed benefits of investments.
- Trainings and increasing the awareness of the process
- Sample analysis of self-approved CBAs on quarterly basis
- Monitoring and reporting of margins
- Channel level profitability.CAPEX
- Help business priorities capex spends and funding of the

same.
- Give-gets of various CAPEX and its linkage with company

strategy and sales plan/cost reduction plans
- Monthly tracking of CAPEX categorized under various projects

and dash boarding in the way it is useful to major stakeholders
- Periodic reconciliation between IT PO based capex and “put to

use” CAPEX
- Deep dive of leasehold capex

Key Projects
- Understanding of the business case
- Give-gets of various initiatives
- Current issues (timing/permanent)
- Benefit tracking and validation

Measures of Success
- Superior business outcomes of resource allocation in

a systematic manner
- Structural improvement in business economics
- Building relationships with stakeholders
- Driving accountability in the organization
- Drive profitability and efficiency
- Enable the business leaders with required support
- Timely & accurate reporting

MINIMUM/SPECIFIC EXPERIENCE:

- MBA Finance from reputed institute / Chartered

Accountant
- 6-8 yrs post qualification experience in finance

function for MNC (preferably service industry)/ big

four
- Strong analytical skills
- Strong communication skills
- Drive special projects

KNOWLEDGE/SKILLS/ABILITIES:

- Knowledge of Insurance industry
- Strong business orientation
- Focus on relationship building
- Strong analytical and problem solving skills
- Strong leadership qualities
- Knowledge of MS Office.

Internal Stakeholders
- Distribution leaders, CXO’s & CFO

External Stakeholders
- Consulting, Industry experts
- Understanding of CPT methodology and validation of the

same

Corporate overhead allocation Process
- Understanding and improvements
- Alignment with Activity Based Costing
- Owning expenses allocation policy and periodic review of

expense allocation process runs and movement analysis
- Expense unitisation process

Incentives and contests
- Ensuring Give-get of the incentives/ contest schemes in line

with product and channel economics
- Periodic forecasting and course corrections
- Provision validations in the books

Financial results and analysis including forecasting
- Ensuring monthly closure of books and MBR
- Forecasting of results on key parameters
- SH reporting

Pay: ₹2,000,000.00 - ₹2,500,000.00 per year

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

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