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GreenTree Advisory Services Pvt. Ltd.
Assistant Manager / Lead Assistant Manager - FPNA
GreenTree Advisory Services Pvt. Ltd. · posted 3 months ago
Noidam
About the role
Job Description Template
| Position Title/Name: | Assistant Manager |
| Level / Band: | B1 |
| Complexity: | Back Office (L3) |
| Location/ Country: | Noida, Hybrid |
| CEF Score: | _________________________________________ |
| No. of Expected FTEs: | _____________________________ |
| Vertical / Domain: | F&A / FP&A |
| Education: | Post Graduate/CA/CPA/CA Inter / Certification ___________________________________ |
| Shift Hours / Working Days: | 8:30 AM – 5:30 PM EST (6:00 PM –03:00 AM IST) / 5 Days |
| Passport / Visa Requirement: | Passport – Yes |
Primary Role & Responsibility
Minimum Qualification
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.
- 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.
- Responsible for timely and accurate Financial Management information.
- Support revenue forecasting, budgeting, and variance analysis.
- Prepare monthly revenue reports, dashboards, and commentary.
- Track topline metrics (GWP, new business, renewals).
- 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 Experience
Bachelor's degree in Accounting
Technical Skills
Graduate in Finance stream having 2+ years of experience working in FP&A team in a large setup, Qualified CPA will be preferred.
Soft Skills
- Strong attention to detail, data integrity and accuracy.
- Proficiency in MS-excel & MS PowerPoint.
- Excellent quantitative and analytical skills with strong time management, organizational and problem-solving skills and the ability to multitask 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.
Desirable Skills
- Proficiency in English.
- Excellent Communication / interpersonal skills.
- Data gathering ability/ Eye for detail.
- Teamwork/ Managing Self / Adaptability.
- Ability to work on routine/standardized processes.
- Knowledge of Financial Planning & Analysis concepts including accounting.
- Understanding of US Insurance market.
- Knowledge of MS Office (Excel, Word, etc.).
- ERPs such as Oracle, PeopleSoft, Workday, ANAPLAN etc.
Product/Process Specific
- Self-disciplined and result-oriented.
- Ability to multitask.
- Ability to work effectively as part of a team.
- Strong analytical skills.
- Attention to detail – especially during transaction processing.
- Knowledge about the Insurance Industry in the US.
- Knowledge about US Culture.
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