Specialist – Budgeting

About Aptia

Founded to shape the future of pensions, health, and insurance solutions, Aptia is a leading professional services firm dedicated to simplifying complexity for businesses and individuals. We bring together cutting-edge technology and deep industry expertise to help organisations navigate an evolving landscape with clarity and confidence.

With a presence in the US, UK, India, and Portugal, we support over six million people and more than 1,100 clients, delivering solutions that drive efficiency, enhance financial security, and provide peace of mind.

Our strength lies in the combination of smart technology and expert teams, ensuring that managing pensions, health, and insurance is more effective. By focusing on innovation, accessibility, and client success, we help businesses take care of their people, so they can focus on what they do best.

And we are expanding. Aptia Group is not only fueled by our investors' backing but also by our commitment to foster the growth and success of our people. At Aptia, we're investing heavily in learning and development, paving unique career paths for our colleagues.

Specialist. Responsive. Thoughtful. Our values aren't just words; they are the backbone of our business. Our team embodies our values daily, to surpass client expectations, evolve constantly and nurture genuine relationships for the long-term.

Job requirements

Key Responsibilities:

• Ensure revenue is recognized in accordance with accounting standards (e.g., GAAP, IFRS).

• Review and validate sales order details to ensure all transactions are properly recorded.

• Reconcile accounts related to revenue, including accounts receivable, deferred revenue, and unearned revenue.

• Investigate and resolve discrepancies between the revenue data and accounting records.

• Prepare and post journal entries related to revenue, including accruals, adjustments, and corrections.

• Review any manual adjustments made to revenue accounts and ensure they are justified.

• Generate monthly revenue close reports, including revenue forecasts, actuals, and variances.

• Provide detailed revenue reports for internal stakeholders and management.

• Collaborate with the finance and accounting teams to prepare financial statements.

• Work closely with Finance Controller team to ensure accurate revenue reporting.

• Address any queries related to revenue and provide insights for internal audits.

• Ensure compliance with company policies, industry regulations, and accounting standards.

• Maintain proper documentation of the revenue close process for audit purposes.

• Identify areas for improvement in the month-end close process to increase efficiency.

• Recommend and implement best practices for revenue recognition and reporting.

• Investigate and resolve any issues or discrepancies related to revenue reporting or billing.

• Provide necessary support during internal or external audits, particularly around revenue-related transactions.

General Skills:

• Strong knowledge and understanding of financial principles, practices, compliance and regulations.
• Excellent analytical and problem-solving skills, with the ability to interpret and analyse complex financial data.
• Exceptional attention to detail and accuracy in financial reporting and analysis.
• Excellent communication and presentation skills, with the ability to effectively communicate complex financial information to non-financial stakeholders.
• Strong organizational and time-management skills, with the ability to prioritize and meet deadlines.
• Proven ability to work independently and as part of a team, with strong collaboration and interpersonal skills.
• Strong understanding of financial forecasting and budgeting techniques.

Skills:

• Attention to detail, strong analytical skills, and an understanding of accounting principles.
• Experience with ERP software and systems, such as QuickBook, SAP, Oracle, NetSuite etc.
• Prior knowledge of MS Dynamics is a plus.
• Proficiency in technical tools like MS Excel, MS Word and PowerPoint.

Prior Experience:

• 6-8 years of working experience in month end revenue close.
• Familiarity with ASC-606 or IFRS-15.
• Solid knowledge of financial software and systems.
• Demonstrated experience in developing and managing financial analysis, and financial reporting.

Qualifications:

• Bachelor's degree in finance, accounting, or a related field. A master's degree in finance or business administration is preferred.
• Inter-CA or CA will be a plus.
• CPA (Certified Public Accountant) or CMA (Certified Management Accountant) certification is highly preferred.

How to apply

If you are interested in this role, then we'd love to hear from you. Please go ahead and click apply and submit your resume with appropriate contact information.

Aptia is committed to creating a diverse, inclusive and equitable work environment. At Aptia, fostering an equitable and inclusive environment for all our people to flourish is a priority. We are an equal opportunity employer and aim to attract and retain the best people without attention to age, background, disability, ethnic origin, family duties, political affiliation, race, religion, gender and sexual orientation.

If there are any reasonable adjustments we can make to the recruitment process to ensure it is accessible to you, we encourage you to reach out to us.