Financial Planning Analyst (FP&A) Role Summary: As a Financial Planning & Analysis (FP&A) expert, you will play a critical role in the finance department, reporting directly to the VP of Finance. Your responsibilities will include providing strategic financial insights, forecasts, and data-driven recommendations to support decision-making and drive business growth. You will be responsible for preparing accurate monthly financial reports, developing budgetary plans, and assisting in the creation of presentations that offer thoughtful analysis. Additionally, you will identify key action items, highlight financial trends, and effectively frame decisions for senior leadership to ensure informed and strategic planning. Role & responsibilities Financial Forecasting and Budgeting: - Develop and maintain accurate financial forecasts, including revenue, expenses, and cash flow projections both for Schemes and AMC. - Collaborate with department heads and business units to prepare annual operating budgets and track performance against targets. - Monitor budget variances and provide proactive analysis to identify areas of concern or improvement. Financial Analysis: - Conduct in-depth financial analysis of key performance indicators (KPIs), trends, and business drivers within and outside of the Industry to support decision-making. - Perform scenario analysis to assess the potential impacts of different business strategies. - Generate reports and dashboards that provide actionable insights to support strategic initiatives. Management Reporting: - Prepare regular and ad hoc financial reports for executive leadership, highlighting key / Business and Industry insights and recommendations. - Provide meaningful commentary on financial results, explaining key drivers and variances from budget and prior periods. - Collaborate with other departments to ensure accurate and timely reporting of financial data. Strategic Planning: - Contribute to the development of the company's long-term strategic plans by providing financial insights and analysis. - Assist in evaluating potential business opportunities, investments, and acquisitions by conducting financial due diligence. Financial Modeling: -Build and maintain complex financial models to support various scenarios and strategic decisions. - Analyze the financial impact of proposed initiatives and projects, including ROI analysis. Qualification -Postgraduate, Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or advanced degree preferred. Professional certification, such as CFA or CA is a plus. -Around 5+ years' experience in Ops, financial planning, analysis, or related roles. -Proficiency in financial modeling and data analysis, as well as advanced Microsoft Excel skills. -Strong analytical mindset with the ability to translate complex data into actionable insights. -Knowledge of financial software and ERP systems (e.g., SAP, Oracle) is advantageous. -Familiarity with industry best practices and emerging trends in FP&A.

Join Asymbl to manage impactful projects within a dynamic and supportive environment. Your work will directly influence our success and the success of our clients. Youll have the opportunity to lead projects that leverage Salesforce technologies to drive transformation while working with a team of talented professionals who value innovation and collaboration. Responsibilities: Manage Salesforce projects from inception to delivery, ensuring alignment with business objectives and stakeholder expectations. Define and document project goals, scope, deliverables, and success criteria in collaboration with clients and internal teams. Coordinate cross-functional teams, including consultants, developers, and external partners, to achieve project milestones. Develop and maintain detailed project and project plans, ensuring resource allocation and task prioritization align with objectives. Monitor project progress, proactively identify risks and issues, and implement mitigation strategies. Provide regular status updates and reports to internal and external stakeholders, ensuring transparency and accountability. Ensure adherence to industry best practices and organizational processes throughout the project lifecycle. Promote continuous improvement by evaluating project outcomes and incorporating lessons learned into future initiatives. Qualifications: 5+ years of experience managing technology projects, with at least 3 years in Salesforce project management or consulting. Strong knowledge of Salesforce platform capabilities, including Sales Cloud, Service Cloud, and other solutions. Proven track record of delivering complex, multi-phase Salesforce projects on time and within budget. Familiarity with project management methodologies and tools (e.g., Agile, Waterfall, JIRA, or similar). Excellent communication and stakeholder management skills, with the ability to translate technical concepts into business outcomes. Strong analytical and problem-solving skills, with a focus on achieving measurable results. Salesforce certifications (e.g., Salesforce Administrator, Advanced Administrator, or Project Management certifications) are preferred. Bachelor’s degree in Business, Information Technology, or related field; advanced degree a plus.