Financial Planning Analyst Lead

6 months ago

Chennai, India Corpay Full time

Your role

The Senior Financial Planning Analyst works closely with the business and senior management and is primarily responsible for analytics and strategy to drive sustainable growth and retention by forecasting, modelling, and analysis, supporting BI projects, preparing management presentations, identifying risks, and opportunities of the business.
The need to comprehend business concepts and ensure these concepts are delivered as meaningful analytics. The incumbent facilitates design and concept gathering and assists in the creation of new reports or analytics. Additionally, the incumbent should be experienced with problem-solving and conflict resolution to help identify, communicate, and resolve issues.

What you'll be doing

Role Responsibilities

The responsibilities of the role will include:

Lead the preparation of the Forecasts and Annual Revenue Budget – Management presentations, Global, Regional and Sales Revenue budgets at the detailed level also setting up sales individual’s targets and portfolio allocations. Take charge of preparing and disseminating precise and timely financial and business reports that bolster the decision-making capabilities of senior management and executives. Perform in depth revenue analysis and commentary on key variances vs. targets and vs. prior months/years and recommendations for future action as required. Engage in strategic initiatives by offering financial expertise and analysis to assess investment opportunities and potential risks. Additionally, analyze, track, and measure the impact of various ongoing revenue initiatives as part of the roles and responsibilities. Analysis of key metrics and trends proactively to support customer revenue retention and growth. Facilitate the design, development, and upkeep of new reports while ensuring the maintenance of necessary management reports. Engage with essential stakeholders, senior management, and diverse levels within the sales organization to collect information and data points on key initiatives, facilitating the analysis of business performance. Implement best practices in financial modeling, data analysis, and reporting to improve accuracy and reliability of forecasts. Assist in conducting modeling to evaluate ROI and perform due diligence for acquisitions and mergers, while also providing support for integration projects post-acquisition. Identify opportunities and propose enhancements to existing processes, prioritizing increased efficiencies and the integration of value-added analytics. Supervise and mentor a team of financial analysts, providing guidance and professional development opportunities. Foster a collaborative and supportive work environment, promoting knowledge sharing and continuous learning. Conduct performance evaluations, set goals, and provide feedback to enhance team productivity and effectiveness.

 Qualifications & Skills

4 - 5 years’ experience in Financial Planning and Analytics Business Intelligence tools (Power BI) Budgeting and Forecasting Microsoft Office - PowerPoint, Excel, Word

#LI-SS1

Project Management Basic Knowledge of CRM (Salesforce) Microsoft SQL, Visio, SharePoint

About Corpay

Corpay is a global technology organisation that is leading the future of commercial payments with a culture of innovation that drives us to constantly create new and better ways to pay. Our specialized payment solutions help businesses control, simplify, and secure payment for fuel, general payables, toll and lodging expenses. Millions of people in over 80 countries around the world use our solutions for their payments.

All offers of employment made by Corpay (and its subsidiary companies) are subject to the successful completion of satisfactory pre-employment vetting by an independent supplier (Experian). This is in accordance with Corpay's Resourcing Policy and include employment referencing, identity, adverse financial, criminal and sanctions list checks. We do this to meet our legal and regulatory requirements.

Corpay is dedicated to encouraging a supportive and inclusive culture among our employees. It is within our best interest to promote diversity and eliminate discrimination in the workplace. We seek to ensure that all employees and job applicants are given equal opportunities.

  • Financial Planning Analyst

    1 week ago

    Chennai, India PayTabs Global Full time

    Summary/ Objective We are seeking a detail-oriented and analytical Analyst to join our corporate development team . This role will focus on management reporting, business planning, supporting fundraising efforts, and special projects. The ideal candidate should have a strong background in financial analysis, reporting, and data interpretation, along...

  • Financial planning analyst

    1 week ago

    Chennai, India PayTabs Global Full time

    Summary/ ObjectiveWe are seeking a detail-oriented and analytical Analyst to join our corporate development team. This role will focus on management reporting, business planning, supporting fundraising efforts, and special projects. The ideal candidate should have a strong background in financial analysis, reporting, and data interpretation, along with a...

  • Financial Planning Analyst

    2 weeks ago

    Chennai, India PayTabs Global Full time

    Summary/ ObjectiveWe are seeking a detail-oriented and analytical Analyst to join our corporate development team. This role will focus on management reporting, business planning, supporting fundraising efforts, and special projects. The ideal candidate should have a strong background in financial analysis, reporting, and data interpretation, along with a...

  • Financial Planning Analyst

    2 weeks ago

    Chennai, India PayTabs Global Full time

    Summary/ ObjectiveWe are seeking a detail-oriented and analytical Analyst to join our corporate development team. This role will focus on management reporting, business planning, supporting fundraising efforts, and special projects. The ideal candidate should have a strong background in financial analysis, reporting, and data interpretation, along with a...

  • Financial Planning Analyst

    1 week ago

    Chennai, India PayTabs Global Full time

    Summary/ Objective We are seeking a detail-oriented and analytical Analyst to join our corporate development team . This role will focus on management reporting, business planning, supporting fundraising efforts, and special projects. The ideal candidate should have a strong background in financial analysis, reporting, and data interpretation, along with a...

  • Financial Planning Analyst

    2 weeks ago

    Chennai, India PayTabs Global Full time

    Summary/ Objective We are seeking a detail-oriented and analytical Analyst to join our corporate development team . This role will focus on management reporting, business planning, supporting fundraising efforts, and special projects. The ideal candidate should have a strong background in financial analysis, reporting, and data interpretation, along...

  • Senior Manager

    1 month ago

    Chennai, Tamil Nadu, India Adidas Full time

    Job Title: Senior Manager - Financial Planning and Analysis LeadDescription: We are seeking a highly skilled and experienced Senior Manager to lead our Financial Planning and Analysis team. The successful candidate will be responsible for developing and implementing financial strategies, managing budgets, and providing financial insights to support business...

  • Financial Analyst

    1 week ago

    Chennai, India AssetBot Market Full time

    Company DescriptionAssetBot Market is a platform that assists investment bankers in building and nurturing relationships. It also helps investors and family offices improve deal flow management through an intuitive dashboard. The company is located in Chennai, India.Role DescriptionThis is a full-time on-site role for a Financial Analyst at AssetBot Market....

  • Financial analyst

    7 days ago

    Chennai, India AssetBot Market Full time

    Company Description Asset Bot Market is a platform that assists investment bankers in building and nurturing relationships. It also helps investors and family offices improve deal flow management through an intuitive dashboard. The company is located in Chennai, India.Role DescriptionThis is a full-time on-site role for a Financial Analyst at Asset Bot...

  • Financial Planning Analyst

    1 day ago

    Greater Chennai Area, India Pinnacle Group, Inc. Full time

    About PTR Global PTR Global is a leading provider of workforce solutions, empowering organizations to achieve their business goals through innovative strategies. Specializing in optimizing contingent workforce management, we deliver customized solutions that drive operational excellence. Committed to diversity and inclusion, PTR Global fosters a...

  • [15h Left] Financial Planning Analyst

    1 week ago

    Chennai, India PayTabs Global Full time

    Summary/ ObjectiveWe are seeking a detail-oriented and analytical Analyst to join our corporate development team. This role will focus on management reporting, business planning, supporting fundraising efforts, and special projects. The ideal candidate should have a strong background in financial analysis, reporting, and data interpretation, along with a...

  • Financial Analyst

    1 week ago

    Chennai, India AssetBot Market Full time

    Company DescriptionAssetBot Market is a platform that assists investment bankers in building and nurturing relationships. It also helps investors and family offices improve deal flow management through an intuitive dashboard. The company is located in Chennai, India.Role DescriptionThis is a full-time on-site role for a Financial Analyst at AssetBot Market....

  • Financial Analyst

    7 days ago

    Chennai, India AssetBot Market Full time

    Company Description AssetBot Market is a platform that assists investment bankers in building and nurturing relationships. It also helps investors and family offices improve deal flow management through an intuitive dashboard. The company is located in Chennai, India. Role Description This is a full-time on-site role for a Financial Analyst at...

  • Financial Analyst

    1 week ago

    Chennai, India AssetBot Market Full time

    Company Description AssetBot Market is a platform that assists investment bankers in building and nurturing relationships. It also helps investors and family offices improve deal flow management through an intuitive dashboard. The company is located in Chennai, India. Role Description This is a full-time on-site role for a Financial Analyst at AssetBot...

  • Financial Analyst

    7 days ago

    Chennai, India AssetBot Market Full time

    Company Description AssetBot Market is a platform that assists investment bankers in building and nurturing relationships. It also helps investors and family offices improve deal flow management through an intuitive dashboard. The company is located in Chennai, India. Role Description This is a full-time on-site role for a Financial Analyst at...

  • Financial Analyst

    6 days ago

    Chennai, India AssetBot Market Full time

    Company DescriptionAssetBot Market is a platform that assists investment bankers in building and nurturing relationships. It also helps investors and family offices improve deal flow management through an intuitive dashboard. The company is located in Chennai, India.Role DescriptionThis is a full-time on-site role for a Financial Analyst at AssetBot Market....

  • Lead Financial Analyst

    3 weeks ago

    Chennai, Tamil Nadu, India Covenant Consultants Full time

    Covenant Consultants is seeking a highly skilled Lead Financial Analyst to join our team. As a key member of our Finance department, you will be responsible for maintaining the integrity of our financial reporting systems, ensuring accuracy and timeliness in data analysis and presentation.The ideal candidate will have a strong background in financial...

  • Strategic Financial Planning Manager

    4 weeks ago

    Chennai, Tamil Nadu, India Bahwan Cybertek Group Full time

    Bahwan Cybertek Group is a leading organization in the field of software development and IT, seeking an experienced Financial Analyst to join our team.Estimated Salary: $120,000 - $180,000 per year.About the Role:The Financial Analyst will be responsible for providing financial planning, analysis, and reporting services to support software development...

  • PayTabs Global | Financial Planning Analyst | chennai

    1 week ago

    Chennai, India PayTabs Global Full time

    Summary/ ObjectiveWe are seeking a detail-oriented and analytical Analyst to join ourcorporate development team . This role will focus on management reporting, business planning, supporting fundraising efforts, and special projects. The ideal candidate should have a strong background in financial analysis, reporting, and data interpretation, along with a...

  • PayTabs Global | Financial Planning Analyst | chennai

    1 week ago

    Chennai, India PayTabs Global Full time

    Summary/ ObjectiveWe are seeking a detail-oriented and analytical Analyst to join our corporate development team . This role will focus on management reporting, business planning, supporting fundraising efforts, and special projects. The ideal candidate should have a strong background in financial analysis, reporting, and data interpretation, along with a...