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.
