Senior Executive-Business Analysis-Business Analyst

Role Overview:

Mandatory Skills:

Technical & Functional Skills

• Financial Forecasting & Modeling: Ability to build and manage full-year forecast models, including releveling and variance analysis, discounting the dips due to seasonal & cyclic trends
• Provision vs Invoice Management: Understanding of true-up/true-down processes and financial file maintenance. 
• Invoicing & Reconciliation: Experience with monthly invoicing, invoice validation, and reconciliation 
• Attention to Detail: Precision in financial data handling and documentation.
• Understanding of Client Invoicing systems, PO related nuances & experience with coordination between the Program & Internal finance teams. Proficient with ERP Systems: Familiarity with ERP and OTL hour tracking in ERP platforms like Oracle, SAP, or similar.
• Data Analysis & Reporting: Strong skills in Excel (pivot tables, formulas, charts) and data visualisation: PowerPoint for financial presentations. 
• Purchase Order (PO) Management: Experience in PO receipting and vendor invoice clearance 

Communication & Collaboration

• Stakeholder Engagement: Clear communication with finance teams, vendors, and internal departments.
• Presentation Skills: Ability to create and deliver financial forecast reviews and invoicing decks. 
• Meeting Facilitation: Participation in regular resource management meetings, leadership check points and cross-functional discussions.

Operational & Coordination Skills

• Leave & Resource Tracking: Ability to manage employee leave trackers and coordinate resource planning meetings.
• Vendor Management Support: Exposure to tools like BeeLine for invoice reconciliation and vendor coordination.
• Ad-Hoc Financial Support: Flexibility to handle unplanned requests related to invoicing and forecasting.

Soft Skills

• Time Management: Ability to juggle recurring tasks and ad-hoc request efficiently.
• Problem Solving: Analytical thinking to resolve discrepancies and improve processes.
• Adaptability: Comfortable working in dynamic environments with shifting priorities.
• Working with the Core team to drive the task across program of work, Budget Forecasting, monthly invoicing, expense reconciliation & reporting. 
• Provide Project Management support in terms of preparing & maintain documentation & leadership dashboards.
• Collaborating with all levels of leadership- to drive strategic direction & accountability for projects, programs & Initiatives with proactive communication. 
• Strong verbal and written communication, interpersonal and collaborative skills to handle client interactions independently. 
• Bachelor's degree in any stream (MBA Preferred)

Good To Have:

• Highly Organized & Strategic Mindset, Leadership skills
• Ability to manage own work stream to achieve consistent ion time delivery
• Proven Presentation & facilitation skills
• A strong sense of ethics & Integrity
• Willingness to learn new technologies

Key Responsibilities:

Invoicing & Financial Documentation

• Annual & monthly financials – Invoice management, accruals, forecasting, monitoring 
• Execute monthly invoicing cycles with accuracy and timeliness – Actuals & Provisionals – involves timely collection of data from the billable resources & also validating their data with he data model
• Prepare and present Monthly & Quarterly Business Review PowerPoint decks for leadership review.
• Track EY hours on a regular basis & Process EY invoices – Work with Procurement for MRS creation & AP team for PO creation/receipting & further clearance of payments in a timely manner.
• Support BeeLine invoice reconciliation and ensure alignment with financial records.
• Work with the BI, AR & AP team for LEAP uploads, Accruals, track invoice collectibles & other adhoc requests 

Financial File & Forecast Management

• Maintain and reconcile provision vs invoice vs Forecast records (true-up/true-down).
• Manage and update the 5-year financial forecast model, including current and relevelled forecasts. 
• Prepare Financial Forecast Review presentations (PPT format).
• Share yearly forecast data with the Finance team & the client for setting up the budgets, program year POs

Resource Management

• Track all the BGC costs for newly onboarded resources and are being billed to the client in a timely manner. Ensure they are set up on ERP to update their timecards.
• ERP & Time Tracking - Monitor and report ERP and OTL hours using ERP systems.
• Ensure all resources are diligently filling the ERP timecards & their alignment with the invoicing timesheets
• Leave & Resource Tracking- Maintain EXL employee leave tracker and ensure timely updates.

Ad-Hoc Support

• Respond to ad-hoc requests related to invoicing and forecast data.
• Collaborate with cross-functional teams to resolve financial queries and support decision-making.

Support development and maintenance of statistical models. Perform advanced data analysis and visualization tasks. Collaborate with team members. Enhance skills in statistical tools and technologies. Mentor junior team members.

Graduate in Mathematics, Statistics, Data Science, or a related field. 1-2 years of experience in statistics or data analysis.