Analyst, Financial Planning - Pune - Dynamic Yield

Description

• Support the month end close process through the analysis of contra variances against budget, forecasts, prior year actuals, key business drivers and initiatives for the UK&I Division
• Interact and work along with respective country finance business partners to identify and execute the development of the annual plan/budget and forecast for scheduled cycle. Also be responsible for ensuring accurate data upload into Hyperion, CRS budgeting and forecasting tool
• Develop and maintain a comprehensive deal workbook aligned with customer agreements, business cases and Salesforce data. Ensure schedules include accurate forecasts, actuals and completed deal information for seamless tracking and analysis
• Identify and communicate revenue risks and opportunities with the aim of increasing customer value and revenue growth. Furthermore, respond promptly to ad-hoc requests for information and analysis
• Oversee the identification of market trends, competitive positioning, and emerging opportunities to shape strategic direction by providing top class analytics
• Partner with stakeholders across Europe and various functions to drive the execution of budget. Ensure alignment across functions, including Finance, Account Managers, Business Development and Country Managers, to drive shared outcomes and measurable success.
• Execute on financial process improvements by building and maintaining financial tools to perform analysis and modelling; review and create suggestions to financial systems. Investigate and create opportunities for automation
• Nonlocal deals point of contact (MWP, Global, Digital, etc): this is not about being the planner for these deals, only the person in our team who will reach out to the respective teams in case of queries on those deals
• MCDS support (Kostyas team except Payoneer): Payoneer is under Hannes because of the size but for all other UK&I customers managed by Kostya s team, the analyst will be the point of contact. This involves CBA tracking responsibility in case there are any CBAs but also the finance support for any other type of queries the AMs have (payments, advice on queries, etc)
• CRS deal set-up SME: want the analyst to be the SME for CRS deal set-up so he/she is the expert and does it for all deals needed by the team
• Ad-hoc R&I analysis and deals update: this could be things like 1. small deals needing to be reviewed/updated on an ad-hoc basis or 2. monitoring which incentive IDs hadn t been updated for a while and why, pointing out which ones should be updated (if there s no reason for them not to be updated for more than a year). This is a piece of work Kratika started but never became a routine exercise
• Net Comp, Impairment reviews, CRS metrics, CRS rejections, Aged accruals, Forecasting & Budgeting: this is applicable to all of the team members and is depending on which accounts they manage. Might be that some don t apply because there s no need to do anything but if there is each of them gets involved
• Services and Core Payments SME: this will be a shared responsibility with Abena (an associate analyst joining our team for 9 months) and it will be around working with Europe Services and CP team to: 1. understand drivers for major products/revenue lines, 2. understand how each is budgeted/forecasted and tracked, 3. explain/train the team on what they learnt and 4. influence reporting to match our needs. Once this piece of work is done I will then reassess the needs on this part of the P&L.
• Key Skills and Experience :
• Proven experience in leading the development of high-impact strategies in a top-tier strategy consulting firm at Engagement Manager level, or within a corporate strategy function covering strategy and analytics.
• Extensive experience and knowledge in Payment industry is a desirable
• Expertise in advanced data analysis, with a strong ability to turn complex datasets into actionable insights. Advanced proficiency in Excel, with Alteryx, and Hyperion experience is desirable to build sophisticated models that support decision-making
• Exceptional written and verbal communication skills, with the ability to present complex data and analysis to senior executives in a clear and impactful manner. Strong experience in creating high-quality presentation decks that influence decision-making
• A strategic thinker with a demonstrated ability to identify innovative solutions to complex business challenges, driving continuous improvement and operational excellence.
• Strong leadership capabilities with the ability to manage and influence cross-functional teams, build relationships with senior stakeholders, and align strategic initiatives with broader business objectives.
• Proven track record in managing multiple strategic initiatives simultaneously while leading and mentoring high-performing teams to ensure successful delivery of outputs.
• Deep understanding of key business drivers and the ability to align analytics and strategy initiatives with overarching organizational goals. Experience in working across a matrixed environment is highly desirable.
• A high degree of adaptability and agility, with a strong ability to move quickly in a dynamic, fast-paced environment, ensuring swift and effective decision-making.
• About you:
• Educational qualification - Chartered Accountant, CFA, CPA or MBA Finance
• Experience in financial roles with advanced knowledge and experience with all phases of financial planning and management
• Good knowledge of Business Intelligence tools and experience with financial systems/applications (e.g. Hyperion and Oracle)
• Good understanding of reporting, forecasting and budgeting techniques
• Strong analytical and problem-solving skills
• Ability to deliver results in a fast-paced environment with a sense of urgency and accuracy
• Ability to manage multiple activities of different nature in a condensed timeframe
• Excellent communication and presentation skills
• Strong relationship management and networking skills
• High intellect with good commercial acumen and a creative approach to problem solving.