Senior Financial Planning and Analysis – Financial Reporting

Role Overview

• Support the Office of the CFO in Preparing and Analyzing Monthly Financial Results, Management Reports, and Operational Dashboards:
• Collaborate closely with the Office of the CFO to gather, organize, and analyze monthly financial data. Prepare comprehensive management reports and operational dashboards that provide actionable insights for leadership. Ensure all reporting is accurate, timely, and tailored to the needs of various stakeholders. Present findings in clear, concise formats and proactively highlight key trends, risks, and opportunities to drive strategic decision-making.
• Assist in Budgeting, Forecasting, and Variance Analysis Across Multiple Business Units and Entities:
• Participate in the development and maintenance of annual budgets and periodic forecasts for diverse business units and entities. Analyze actual results versus budgeted figures, identify significant variances, and investigate underlying causes. Work with department heads and finance teams to ensure forecasts are realistic and aligned with organizational goals. Provide recommendations for corrective actions and process improvements based on variance analysis.
• Collaborate with Accounting, FP&A, and Operations Teams to Collect and Validate Data for Consolidated Reporting:
• Work collaboratively with accounting, financial planning & analysis (FP&A), and operations teams to collect, validate, and reconcile financial data from multiple sources. Ensure data integrity and consistency in consolidated reports. Act as a liaison between departments to resolve discrepancies and streamline data collection processes for more efficient and accurate reporting.
• Support M&A-Related Financial Integrations and Post-Acquisition Analysis:
• Contribute to the financial integration of newly acquired entities by assisting with the alignment of accounting policies, systems, and reporting structures. Participate in post-acquisition analysis to assess financial performance, identify synergies, and support the realization of strategic objectives. Provide insights and recommendations to optimize integration processes and maximize value creation.
• Develop Process Documentation and Recommend Improvements to Enhance Accuracy, Efficiency, and Consistency in Financial Reporting:
• Create and maintain detailed documentation of financial reporting processes, procedures, and controls. Regularly review existing workflows to identify opportunities for automation, standardization, and efficiency gains. Recommend and implement process improvements to enhance the accuracy, timeliness, and consistency of financial reporting across the organization.
• Ad Hoc Projects and Strategic Analysis:
• Engage in a variety of ad hoc projects, collaborating with the finance department, senior management, and departmental leads to develop custom analyses and support strategic initiatives. Maintain a flexible approach to project work, adapting quickly to shifting priorities and collaborating effectively with diverse teams to deliver high-quality results. Ensure that analyses are relevant, actionable, and aligned with organizational goals.

Requirements

• Amenable to work night shift: 8:00 PM to 5:00 AM
• Bachelor’s degree in Accounting, Finance, Economics, or related field.
• 3+ years of experience in financial analysis, FP&A, or business analytics.
• Strong proficiency in Microsoft Excel (pivot tables, lookups, modeling) and PowerPoint.
• Experience with ERP and planning/reporting tools such as Workday, Adaptive Planning, or similar platforms.
• Excellent analytical, problem-solving, and communication skills.
• Ability to work effectively across time zones and collaborate with U.S.-based teams.
• High attention to detail and ability to manage multiple priorities under tight deadlines.
• Experience working in a shared services or global business services (GBS) environment supporting U.S. or multinational companies.
• Familiarity with accounting principles (U.S. GAAP) and financial statement structures.
• Prior experience in a professional services, consulting, or public accounting environment.

Tech Stack

• ERP

Benefits

• Wellness program
• HMO coverage
• Rewards and Recognition program
• Free shuttle service (provided by CDC | for onsite employees)
• Free lunch meal (For onsite employees)
• On-demand learning classes
• Discretionary time off and Holidays
• Performance-based salary increase
• Discretionary incentive compensation based on client or individual performance
• Hybrid set up to selected roles/location, terms and conditions may apply
• CPA & Certification Assistance and Bonus Program