Sr Analyst, Financial Planning & Analysis

Overview

Senior Analyst on the Strategic Finance team supporting the Product, Technology and AI business line, covering financial planning, forecasting, budgeting, CapEx/OpEx management and reporting.

What you'll do

• Provide financial oversight of internally developed software and ensure proper accounting treatment of staff capitalization.
• Work with the accounting team to ensure proper documentation and recording of accruals, journal entries and other financial transactions (capital project codes, spend category, cost center, etc.).
• Maintain and update standard models (staffing, detailed budget builds) and contribute to developing models for new initiatives (strategic initiatives, staff versus contractor evaluation, CapEx strategy).
• Manage the monthly accrual process, ensuring accurate recognition of expenses in accordance with accounting principles and company policies.
• Assist with month-end and year-end closing activities to ensure timely and accurate financial reporting.
• Support monthly, quarterly and annual reporting and budgeting cycles with KPIs and insights tailored to Technology, Product and AI leadership, including cost center budgets, capital planning and project-level forecasting.
• Track department-level performance, supporting business line leaders with monthly reports on headcount, spend, variance analysis and department P&L forecasting.
• Maintain, create, automate and improve Adaptive Insights financial models and reporting templates.
• Liaise with Accounting, Product Ops, Procurement and other teams to maintain accurate forecasting and partner on month-end variance analyses.
• Support special projects, including ROI analysis for new Technology investments, Product launches and platform enhancements.

What you'll need

• Chartered Accountant/CPA, CMA or Master's degree in Finance or equivalent qualification.
• 3-5 years of experience as an Analyst or Associate in corporate finance (FP&A), investment banking or other Finance role, with financial modeling experience.
• Proactive problem-solving skills with the ability to work independently.
• Ability to take initiative while managing time across multiple workstreams and stakeholders.
• Experience in cross-functional collaboration with Accounting, Business groups, Operations and Procurement teams.
• Extensive experience using Microsoft Excel.
• Strong analytical abilities, with a track record of identifying insights from financial information and translating them into business analytics and recommendations with a high level of accuracy.

Nice to have

• Coming from an institution with a training, rotational or development program.
• Experience with ERP systems (e.g., Workday, SAP, Oracle) and FP&A tools (e.g., Hyperion, Adaptive Insights, Office Connect).

Details

• Location: Pune.
• Mandatory: high-speed broadband internet of at least 50 Mbps and the ability to set up a wired connection to the home network for remote work.
• Final interviews may require onsite attendance.
• Background check, in-person I-9 verification and possible drug screening prior to employment.