Manager - Revenue, Sales & Assets Reporting

Manager- Revenue, Sales & Assets Reporting

About the OpportunityJob Type: PermanentApplication Deadline: 30 September

Job Description

Title Manager - Revenue, Sales & Assets Reporting

Department Revenue, Sales & Assets COE

Location Gurugram

Level Level - 5

We're proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our team and feel like you're part of something bigger.

About your team

Finance is a global function at Fidelity International, with close to 300 dedicated employees and offices across 12 locations including UK, Germany, Bermuda, Australia, India and China. The Finance Department supports the management of the business in the achievement of business goals and objectives, and improves shareholder value by ensuring the timeliness, accuracy, integrity, consistency and relevance of financial information, in relation to the business decision-making process.

The role is with Revenue Centre of excellence (COE) and the primarily responsibility revolves around providing financial support, analysis and management information to the Board, the Global Operating Committee (GOC) and other senior members of FIL management including distribution and investment teams.

A large proportion of the team's activity is focused on:

• Continuously striving to make our regular reporting as informative as possible.

• Supplying valuable analysis to support debate and decision-making at GOC and other senior management meetings.

• Co-ordinating FIL's quarterly forecast process.

• Ownership of the management reporting hierarchy.

In addition to these group-wide responsibilities, we provide decision support to the onshore distribution finance and IM finance teams. This support majorly includes Revenue, AuM, Sales & Assets reporting, forecasting together with a significant amount of ad hoc analysis.

About your role
This role is an excellent opportunity to gain a broad understanding of the Distribution Reporting function and its role in FIL's Financial Services business, and to support the relevant stakeholders.

Need a highly motivated Individual, who will be managing critical reporting for FIL's senior management , handling day to day data issues and acting upon various ad-hoc requests under tight timeframes. He/she would also be responsible for providing technical, systems and data support, working closely with India technology teams, business finance teams and regional sales teams across geographies.

He/she would have to ensure compliance to all agreed internal and external SLAs and requirements. Shall also be responsible for end to end support on global projects, changes and system enhancements within the agreed timelines. To this end, the individual will perform a variety of tasks including coordinating with various technology teams and stakeholders, planning and setting out data requirements, summarizing and communicating progress and status.

This demanding role would perfectly suit a dynamic individual looking to work in a fast paced environment to ensure the smooth running of business critical reporting.This person will be responsible for overall business management of a large account/process or multiple small accounts/processes. He/She will be responsible for identifying functional linkages across the organization and developing appropriate processes and road map for the function and managing the work activities of a dept/function through junior team members. He/She will also be responsible for capability development of the team/ unit and contributes to development plans for the entire organization, will be responsible for conducting appraisals, feedback & handling work allocations for direct reports and reviewing the same for indirect reports.

Key Responsibilities

• Partners with leadership, BU and sales leaders to synthesize and deliver key KPI reporting requirements related to Sales, assets and Revenue.
• Identifying, maintaining and developing new reports required by Business teams using OBIEE and Power BI;
• Gathering, transforming, and storing data through data acquisition, metadata management, data cleansing, data transformation and data distribution.
• Ensuring timely provision of key sales & assets metrics to senior management across FIL;
• Reviewing and analysing the sales, assets and revenue numbers to ensure accurate internal & external reporting;
• Liaise with stakeholders and counterparties to resolve exceptions in a timely and pro-active manner;
• Managing monthly stakeholder calls, sharing functional updates and resolving issues raised;
• Maintaining and developing new reports required by Business teams using OBI/Tableau/Power BI;
• Ensuring accurate recodes and adjustments are placed to the back-end, internal EDW system;
• Providing ad hoc analysis, reports and presentations to the business under challenging time frames;
• Working with various tech teams to provide business requirements, identify solutioning, testing and operational readiness.
• Participation in projects as required & performing periodic general administrative tasks.
• Leading global projects and driving both system and process change proactively.
• Leveraging data for decision making purposes.
• Participating in meetings with various teams to determine upcoming tech changes impacting the team/process.

About you

Technical / Functional skills

• Graduate or Post Graduate/CA degree from a recognised university, preferably in engineering or finance;
• 8 -10 years' experience in a similar position, preferably within a global and / or a financial services company;
• Preference to candidates with techno-functional and change management skillset.
• Ability to understand multiple systems and underlying data.
• Knowledge of OBIEE or similar BI tool.
• Visualization experience with Power BI (good to have).
• Understanding of Oracle and MS Access databases
• Knowledge of writing MS-SQL extraction queries (good to have).
• Sound analytical skills with an eye for details and an appetite to dive into issues in depth as needed;
• High numeracy and able to co-relate data/ information
• Proven Project and Program management skills
• Ability to work with large and complex data sets

Essential skills

• Experience in managing the expectations of senior stakeholders

• Ability to complete multiple tasks against tight deadlines, able to prioritise and organise effectively

• Able to cope with sustained pressure

• Ability to embrace change and adapt quickly

• Keen to review processes and drive improvements.

• Ability to manage a high functioning team.

• Awareness of risk and controls framework to ensure adequate controls in the BAU process.

Business Facing

• Responding to the expectations of senior stakeholders in a timely manner;

• Strong written and verbal communication skills;

• Willingness to work additional hours and bank holidays as per business requirements;

• Ability to challenge conventional ideas/ status quo.

Teamwork

• Ability to work as part of a team and contribute towards team goals, but equally able to work independently and deliver results;

• Ability to grasp new concepts, assimilate information and deliver high quality solutions at speed;

• Flexible and adaptable, responds rapidly to change.

Feel rewarded

For starters, we'll offer you a comprehensive benefits package. We'll value your wellbeing and support your development. And we'll be as flexible as we can about where and when you work – finding a balance that works for all of us. It's all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit

For more about our work, our approach to dynamic working and how you could build your future here, visit

Experience LevelMid Level

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