5 - 9 years

0 Lacs

Posted:2 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Financial Planning & Analysis (FP&A) Specialist at Invesco, you will be responsible for providing comprehensive support to the business by engaging in budgeting, forecasting, and variance analysis of expenses, revenues, and Assets Under Management (AUM). Collaborating closely with FP&A counterparts, you will identify and analyze the financial drivers impacting business performance to ensure alignment with organizational objectives. Your role will involve monitoring daily and monthly deadlines, managing client relationships, and leading training and transformation projects aimed at process simplification, standardization, and automation. Key Responsibilities: - Collaborate with FP&A counterparts to gain insights into business aspects affecting expenses, revenues, and AUM. - Assist in the budgeting process and analyze forecast data, providing a detailed variance analysis of month-on-month performance. - Ensure all tasks are completed on time as per agreed client deadlines and proactively communicate any delays or limitations. - Address and resolve client queries and ad-hoc requests independently, providing actionable solutions to improve daily operations. - Lead training for new joiners, update process documentation, and drive training for new client-driven projects. - Spearhead internal team projects focusing on process transformation, simplification, and automation. - Regularly review and update process procedures to reflect any new changes. - Actively participate in continuous improvement projects under the supervisor's guidance to enhance processes and deliver better outcomes for clients. Core Competencies: - Deep understanding of Generally Accepted Accounting Principles (GAAP) and internal controls. - Strong analytical and problem-solving skills with the ability to think critically. - Excellent interpersonal skills and effective team management abilities. - Ability to meet strict deadlines and deliver high-quality work under pressure. - Expertise in financial and accounting systems, preferably Oracle, with advanced knowledge of the Microsoft Office suite. - Minimum of 5-7 years of experience in FP&A or a related accounting function, including experience with process improvement and systems implementation. Key Attributes: - Ability to perform detailed analysis using advanced data tools like Alteryx and visualization tools such as Tableau or Power BI. - Strong organizational skills with the ability to manage multiple priorities and meet tight deadlines. - Self-motivated with a structured and disciplined approach to work. - Positive and proactive team player with excellent communication and interpersonal skills. - Flexibility to adapt to changing priorities and work in a global, multicultural environment. - Demonstrated ability to learn, upskill, and mentor others in the technical FP&A domain. Invesco offers a supportive workplace culture and values diversity and inclusion. Employees benefit from competitive compensation, flexible work options, comprehensive leave policies, insurance coverage, retirement planning, employee assistance programs, and various development opportunities. Join Invesco to grow personally and professionally in a diverse and inclusive environment where your contributions are valued. Apply for this role at Invesco Careers.,

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