Financial Planning

22 hours ago

Gurugram, India Michael Page Full time
To work with one the world's leading organizationWealth Creation Opportunity

About Our Client

A leading global financial services organization with a strong presence in asset management, insurance, and wealth solutions, serving millions of clients across North America, Asia, and other key markets. Known for its focus on innovation, long-term value creation, and a purpose-driven culture that emphasizes sustainability, inclusion, and client-centricity.

Job Description

Support the production of all key charts, visuals and trending management reports leveraging "book of record" sources owned by the data team. These will feed into the Quarterly Business Review (QBR), Strategic Plan, Budgeting & Forecasting, etc.Support the preparation of monthly reporting for SLC to inform management on the progression of profit and loss, flows and fundraising. Generate visuals using Tableau, Hyperion, crafting analysis and questions based on the dataQuarterly production process - produce tableau visuals (recurring and new / from scratch) and input data into management reporting reports/workbooksData aggregation - supporting MD, develop a strategy to evolve/enhance processes to aggregate key dataControls over financial reporting - Control checker of management reporting results such as QBR, Strategic Plan, Budgeting & Forecasting, etc.Assist in developing Strategic and Business Plans, Financial Forecasting, and ModelingImprove performance by evaluating processes to drive efficiencies, document processes and manage Fixed Income FP&A calendar of key monthly/quarterly activitiesSupport maintenance of a competitor database of key metrics ensuring accuracy and completeness of data. Updating on a regular basis to track status to ensure all stakeholders are engaged and aware of key deadlines and requirementsDevelop financial models and analyses to support strategic initiatives. Liaise and build relationships with other departments to provide better analysis, forecasts, and insightsAnalyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposesPrepare Financial Risk Management (FRM) model to evaluate the impact to earnings on market movements quarterlyKey deliverables preparation: KPIs/OSFI/Risk Appetite/Phantom Shares/Capital Raising Institutional Marketing Team/Filing on CAS/Headcount Dashboard

The Successful Applicant

FP&A experienceExperience within the Asset Management industry preferredExcellent MS Office (Excel and PowerPoint must) skillsExperience with Power BI / Tableau or other data visualization tools a mustExperience with Longview, and Hyperion skills preferredA demonstrated ability to follow controls procedures to ensure data accuracyStrong organization skills & demonstrated ability to proactively identify & resolve issuesPossesses a growth mindset with willingness to challenge the status quo and try new approachesProven ability to navigate through ambiguity within a complex organization across a variety of functions and across various level of managementStrong communication and interpersonal skillsProactive and resilient. Flexibility in learning new topics, handling change and deadlinesAbility to work independently in high-pressure situations. Flexible for extended hour working, as per business needs

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