Senior Analyst/ Lead

Job Description

Position: Senior Analyst/ Lead - Financial Planning & Analysis (FP&A)
Industry: Financial Services (US based)
Experience: 2 Years
Location: Gurgaon, India (Hybrid)
Discipline: Financial Planning and Analysis
Job Type: Permanent

Contact Name: Vanika Arora
Contact Email:
Job Reference: 83932
Published: 8 days ago

Summary

An excellent opportunity for experienced FP&A professionals to join a dynamic global investment banking environment. The role involves developing and analyzing financial models, forecasting performance, preparing management reports, and supporting capital and balance sheet planning. Ideal for candidates with strong analytical skills, financial acumen, and experience in global reporting processes.

Your Future Employer

A leading global financial and analytics organization known for delivering high-end research, data-driven insights, and decision-support solutions to top-tier banking and financial institutions worldwide.

Responsibilities

• Develop financial models to forecast revenues, expenses, and profitability under various business and market scenarios.
• Analyze key financial metrics (NII, fees, trading income, etc.) and prepare detailed variance and profitability reports.
• Support capital and balance sheet planning including RWA, CET1, LCR, and NSFR calculations.
• Provide inputs for regulatory and management reporting such as CCAR/ICAAP, earnings calls, and board presentations.
• Prepare management dashboards and reports for senior stakeholders and leadership teams.
• Collaborate with regional finance teams, business heads, and global finance control units to drive strategic insights.
• Contribute to automation and process improvement initiatives to enhance FP&A efficiency and accuracy.

Requirements

• 510 years of experience in Financial Planning & Analysis (FP&A) roles.
• Bachelors degree in Finance, Economics, or related field; advanced qualifications like MBA, CA, CPA, CFA, or FRM preferred.
• Deep understanding of the FP&A process lifecycle and exposure to global banking or financial services.
• Proficiency in financial tools such as SAP, Oracle, Hyperion, or TM1.
• Hands-on knowledge of automation and analytical tools like SQL, VBA, or Python (preferred).
• Excellent communication, reporting, and presentation skills, with the ability to interact effectively with senior management.

What is in it for you

• Opportunity to work with a globally recognized financial institution.
• Exposure to senior leadership and cross-functional global finance teams.
• Involvement in strategic decision-making through analytics-driven insights.
• Scope to enhance technical capabilities with modern automation tools.

Reach us

If you think this role aligns with your career goals, kindly share your updated CV at or for a confidential discussion.

Disclaimer

Crescendo Global specializes in Senior to C-level niche recruitment. We are passionate about empowering job seekers and employers with an engaging and memorable hiring experience. Crescendo Global does not discriminate based on race, religion, color, origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Note

We receive numerous applications daily; if you dont hear from us within a week, please consider that your profile has not been shortlisted. Your patience is highly appreciated.

Profile Keyword

Financial Planning & Analysis (FP&A), Financial Modelling, Forecasting, Budgeting, Variance Analysis, Revenue & Profitability Analysis, Capital Planning (RWA, CET1, LCR, NSFR), Regulatory Reporting, Management Reporting, SAP, Oracle, Hyperion, TM1, SQL, VBA, Python, Automation, Dashboarding, MIS Reporting, Communication Skills, Problem Solving, Analytical Thinking

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