Loading open roles
GreenTree Advisory Services Pvt. Ltd.
FP&A
GreenTree Advisory Services Pvt. Ltd. · posted 3 months ago
Noidana
About the role
Job Description
| Position / Title / Name: | Lead Assistant Manager |
| Band: | B 2 |
| Location / Complexity: | Back Office (L3) |
| Country: | US, Remote |
| CEF Score: | ________________________________________ |
| No. of Expected FTEs: | _______________________________ |
| Vertical / Domain: | F&A / FP&A |
| Education: | Post Graduate/CA/CPA / CA Inter / Certification ___________________________________ |
| Shift Hours: | 8:30 AM – 5:30 PM EST (6:00 PM – 03:00 AM IST) / 5 Days Working Days |
| Passport / Visa Requirement: | Passport – Yes |
HOURS PER WEEK (Wherever required)
| FULL-TIME | |
| PART-TIME |
For US Employees Only
Language Preference (If Any):
EXEMPT / NONEXEMPT
Job Summary:
• Knowledge of Financial Planning and Analysis, close & forecasting process, good accounting, and communication skill
Key Accountabilities:
- Perform activities associated with the operational plan, budgeting, forecasting and MIS reporting activities.
- Analyse expense lines including Headcount Reporting, Compensation Grid, Controllable and Non Controllable cost and partner closely with the business operations and business finance to understand variances to budget
- Should have good understanding of Accounting concepts like – Accruals, Reclasses and Cost Transfers
Primary Role & Responsibility:
- Preparation of various Reports to support the management needs and ensuring timely adherence to deadlines
- Must understand Financial and Management Reporting and Cost allocations methodologies
- Subject Matter Expertise in Financial Planning and Analysis to manage deliverables, review tasks and provide guidance to rest of team members
- Support revenue forecasting, budgeting, and variance analysis
- Prepare monthly revenue reports, dashboards, and commentary
- Track topline metrics (GWP, new business, renewals)
- Responsible for timely and accurate Financial Management information
- Have experience of working on forecasting tools such as ANAPLAN
- Continuous process improvement
- Encourages best practice sharing and collaboration to optimize team processes and constantly keeps the business and client / internal customer at the forefront
- Shows openness to feedback and willingness to change.
Minimum Qualification:
- Bachelor's degree in Accounting
- Graduate in Finance stream having 3+ years of experience working in FP&A team in a large set up, Qualified CPA will be preferred
- Strong attention to detail, data integrity and accuracy
- Proficiency in MS - excel & MS PowerPoint
Minimum Experience:
- Excellent quantitative and analytical skills with strong time management, organizational and problem solving skills and the ability to multi task and work in a deadline-driven environment
- Excellent verbal, written and interpersonal communication skills with the ability to interact effectively at all levels across the organization
- Knowledge of Financial Planning & Analysis concepts including accounting
- Understanding of US Insurance market
- Knowledge of MS Office (Excel, Word, etc.)
Technical Skills:
- ERP’s such as Oracle, PeopleSoft, Workday, ANAPLAN etc.
- Proficiency in English
- Excellent Communication / interpersonal skills
- Data gathering ability/ Eye for detail
Soft Skills:
- Team work/ Managing Self / Adaptability
- Ability to work on routine/standardized processes
Desirable Skills:
- Knowledge about the Insurance Industry in US
- Knowledge about US Culture
- Self-disciplined and result oriented
- Ability to multi task
Product/Process Specific:
- Ability to work effectively as part of a team
- Strong analytical skills
- Attention to detail – especially during transaction processing