Financial Plan & Analysis Analyst

Overview

Support financial planning and analysis through report creation, data-quality maintenance, data visualization and tailored insights for regional and country strategies.

What you'll do

• Work closely with a client based in Australia on a day-to-day basis.
• Build reports from scratch based on business requirements.
• Prepare monthly reports and regular KPI reports for APAC regional management and client broker and engagement teams using QlikView, Salesforce, EMIS and MS Excel.
• Prepare reports and decks for internal and external Quarterly Business Reviews (QBRs), including QBRs with global brokers.
• Supply budget driver and other data inputs to Finance to assist with regional QBR results and presentations.
• Supply data and generate presentation-ready formats for Business Units' QBR contributions or QBRs with global brokers.
• Perform ad hoc insights and analysis based on Business Partners' and BU heads' briefings in support of core regional and country strategies focused on new business, retention and cross-sell.
• Build tailored analytics insights and solutions from the ground up using raw data rather than existing global templates.
• Design data visualizations and user experiences with emphasis on visualization and UX, not just analytical content.
• Manage report tables in QlikView to simplify review of APAC KPI reports generated by the system.
• Create and maintain auto-generated reports for Profit Center Managers and Heads in Salesforce to monitor new business submission volumes and quality in support of data management and new business pipeline health.
• Perform data cleaning and matching tasks to organize and optimize data management and quality, including Producer reference data management.

What you'll need

• Any graduation.
• A Bachelor's degree in business, finance, marketing or any related courses.
• 3 to 5 years of experience.
• Minimum of 2-3 years' working experience in analytics and reporting.
• Intermediate to Advanced Excel skills.
• Excellent communication skills and confidence in presenting reports to senior leadership.
• Ability to manage stakeholders and interpret and analyze business requirements.

Nice to have

• Experience in dashboard development.
• SQL knowledge and exposure to BI tools such as Power BI, QlikView and Tableau.
• Experience working in an Insurance Industry.

Details

• Location: Bengaluru.
• Work involves a client based in Australia on a day-to-day basis.