Financial Planning Analyst (BPS, BPO-Finance) – 5 -7 Years

Overview

Support business stakeholders with day-to-day finance and operational processes within the Settlement Accounting and Operations Team, supporting stakeholders in the US and UK.

What you'll do

• Execute daily finance and operational processes as per established SOPs.
• Download, validate, format, reconcile, and distribute reports to business stakeholders.
• Work with data from multiple systems and ensure accuracy, completeness, and timeliness of deliverables.
• Use Tableau and other reporting tools to analyze, validate, and support business reporting requirements.
• Run SQL queries and work with databases to extract and validate data as needed.
• Understand end-to-end process and data flow between multiple systems and applications.
• Collaborate with business teams to resolve operational and data-related issues.
• Identify opportunities to streamline, standardize, or automate repetitive tasks using tools such as Power Automate, VBA/Macros, SQL, Python, or similar technologies.
• Maintain process documentation and support continuous improvement initiatives.

What you'll need

• 5+ years of experience in BPS, Shared Services, or Finance Operations environment.
• Experience working with SOP-driven operational processes and reporting activities.
• Strong understanding of data validation, reconciliation, report generation, and operational controls.
• Ability to analyze data and identify process improvement opportunities.
• Strong problem-solving, communication, and stakeholder management skills.
• Self-driven, detail-oriented, and adaptable to changing priorities.
• Knowledge of Microsoft Excel (Pivot Tables, Lookups, Power Query, data analysis).
• Experience using Tableau/Power BI for reporting, analysis, and data validation.
• Working knowledge of SQL queries and database concepts.

Nice to have

• Knowledge of automation tools such as Power Automate, VBA/Macros, Python, or similar technologies.