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Analyst, Financial Planning

4 weeks ago

Gurgaon, Haryana, India Dynamic Yield Full time
Job Description

Role Responsibilities

In this role, you will be responsible for:

- Supporting month-end close processes by analyzing contra variances against budget, forecasts, prior year actuals, and key business drivers for the UK&I Division.
- Collaborating with country finance business partners to develop and execute the annual plan/budget and forecast cycles, ensuring accurate data upload into Hyperion and the CRS budgeting and forecasting tool.
- Developing and maintaining a comprehensive deal workbook aligned with customer agreements, business cases, and Salesforce data. This includes ensuring schedules have accurate forecasts, actuals, and completed deal information for seamless tracking and analysis.
- Identifying and communicating revenue risks and opportunities to increase customer value and revenue growth, and promptly responding to ad-hoc requests for information and analysis.
- Overseeing the identification of market trends, competitive positioning, and emerging opportunities to shape strategic direction through top-class analytics.
- Partnering with stakeholders across Europe and various functions to drive budget execution, ensuring alignment across Finance, Account Managers, Business Development, and Country Managers for shared outcomes and measurable success.
- Executing financial process improvements by building and maintaining financial tools for analysis and modelling, reviewing and suggesting improvements to financial systems, and investigating opportunities for automation.
- Acting as the nonlocal deals point of contact (MWP, Global, Digital, etc.), managing queries for these deals.
- Providing MCDS support for UK&I customers managed by Kostya's team (excluding Payoneer), including CBA tracking and general finance support for Account Managers (payments, advice on queries, etc.).
- Serving as the CRS deal set-up Subject Matter Expert (SME), taking responsibility for all necessary deal setups for the team.
- Conducting ad-hoc Revenue & Incentives (R&I) analysis and deal updates, such as reviewing/updating small deals on an ad-hoc basis and monitoring incentive IDs for timely updates.
- Contributing to team-wide responsibilities including Net Comp, Impairment reviews, CRS metrics, CRS rejections, aged accruals, forecasting, and budgeting, as applicable to assigned accounts.
- Acting as a Services and Core Payments SME (shared responsibility), working with Europe Services and Core Payments teams to understand product/revenue drivers, budgeting/forecasting/tracking methods, train the team, and influence reporting to meet team needs.

Key Skills and Experience

- Proven experience in leading the development of high-impact strategies within a top-tier strategy consulting firm at the Engagement Manager level, or within a corporate strategy function covering strategy and analytics.
- Extensive experience and knowledge in the Payment industry is desirable.
- Expertise in advanced data analysis, with a strong ability to translate complex datasets into actionable insights.
- Advanced proficiency in Excel, with Alteryx and Hyperion experience desirable for building sophisticated decision-making models.
- Exceptional written and verbal communication skills, with the ability to present complex data and analysis to senior executives clearly and impactfully.
- Strong experience in creating high-quality presentation decks that influence decision-making.
- A strategic thinker with a demonstrated ability to identify innovative solutions to complex business challenges, driving continuous improvement and operational excellence.
- Strong leadership capabilities with the ability to manage and influence cross-functional teams, build relationships with senior stakeholders, and align strategic initiatives with broader business objectives.
- Proven track record in managing multiple strategic initiatives simultaneously while leading and mentoring high-performing teams to ensure successful delivery of outputs.
- Deep understanding of key business drivers and the ability to align analytics and strategy initiatives with overarching organizational goals. Experience in working across a matrixed environment is highly desirable.
- A high degree of adaptability and agility, with a strong ability to move quickly in a dynamic, fast-paced environment, ensuring swift and effective decision-making.

About You

- Educational Qualification: Chartered Accountant, CFA, CPA, or MBA in Finance.
- Experience in financial roles with advanced knowledge and experience across all phases of financial planning and management.
- Good knowledge of Business Intelligence tools and experience with financial systems/applications (e.g., Hyperion and Oracle).
- Good understanding of reporting, forecasting, and budgeting techniques.
- Strong analytical and problem-solving skills.
- Ability to deliver results in a fast-paced environment with a sense of urgency and accuracy.
- Ability to manage multiple activities of different natures in a condensed timeframe.
- Excellent communication and presentation skills.
- Strong relationship management and networking skills.
- High intellect with good commercial acumen and a creative approach to problem-solving.