Group Planning and Analytics Senior Associate
Apex Group
- Pune, Maharashtra
- Permanent
- Full-time
10% year onyear forthelast 3 years. Apex Group offersa single sourcesolutionto customersforfinancial servicesasit hasthebroadestrangeof services amongst itscompetitors.Theseservices includefundadministrationsolutions,digitalon-boardingofbank accounts,depositary,custodyand superManCo services,corporateand family office services, business servicesincludingHR and payrolland a pioneeringESG ratingsand advisory servicefor privatecompanies.Pune Global Service Centre FP&A TeamIndiais growingas an Apex Group financehub as it providesintelligent,enthusiastic,andenergeticprofessionals to compliment astrongglobalfinance team. This is a great opportunityto join theGlobalFP&ATeamwho have chosenPuneas their FP&AGlobalServiceCentre(GSC).The FP&APuneTeamstarted witha 7-member teamin 2021 in Phase1. Followingearlysuccesses of thePuneteamand theneed for increased reportingto stakeholdersfollowingahigh numberof recent businessacquisitions,theteam grewto 25 membersin 2022 in Phase 2.We nowhavea team of technically strongand energeticemployeesand middle managementprofessionalsdeliveringan increasing numberof datasets, standardised deliverables,andimproved analyticalreportingto assist theGlobalFP&Ateamin managingreportingfor theentire portfolio ofGroup Companies.The FP&Aorganisationalstructureisrelatively flat thereby increasingopportunitiesforeveryoneto grow and build a successful career.Our Phase3 Punehiring is nowcommencing.We are lookingto expand theexistingteamtocomplement ourworld class high performingteam. Theseroles are expected to drivedatacleansing, standardised processingand be engagingwithbusiness, management, and financeteamsacrosstheglobe.The RoleThis is an excitingopportunity foraFinanceprofessionalto joina highperformingGlobalFP&Ateamoperatingin a fast growthGlobalFinancialServicesorganisation.Inthis 3rd phase,there are a few openingsat all levels (Associate,Senior Associate,Assistant VicePresident and Vice President).The GlobalFP&Ateamis functionally structured withGroupReporting(whichincludessynergyreportingas well), RevenuePartnering,PeopleCost Partneringand ExpensePartnering(allexpensesexcept PeopleCost) as themain pillars. Recently wehavealso introduced and workingtowardssettingup a RegionalPartnership Team. The EntireTeam and each Pillar is led byextremely knowledgeable,experienced, dedicated, and professionalleaders. Withorganisationalgrowththereis a need to expand theexisting FP&Ateamby creatinga GlobalServicecentre(GSC) whichwill help enhancethe overallfunctionality oftheFP&Aprofile.Basis the specific functiontheactivitiesmay differ but an overall list of activitiescovered underthevariousroles are as below:--Close partnership withtheFP&AHRBusinessPartnerUnderstand themaindriverswhile performingvariousactivitiesunderthedifferentpillars (functions) ofthe GlobalFP&ATeamto help performbetterPerformand ownday to day, monthly BAU activitiesand ad hocrequestsPerformthe yearly Forecast and PlanningactivitiesActualvs Plan--Role Relocation/ Target OperatingModelTrackingSynergy TrackingDo a Deep diveanalysis of theP&L withdetailed commentary forvariousStakeholdersThe Leadership team(GlobalFP&A)--Group Segment / Product Leadsand Group RegionalHeadsGroup CFOGroup COOAssist theseniors in preparingvariousreportsand dashboards(e.g: Reportsrelated toProfitability,revenuegrowth,trend analyticsetc)--Help in new systemimplementation(Workday)Work withintheteam to create a robust teamculturewithproperback up for processes,SOP & documentation--Work towardsautomation(basisrequirement), systemtransformation,innovationprojects, enhancingtheprocesses for bettercontroland analyticsForLeadership roles, the leads will need to drive, ownand work towardscreatingarobust structurefunctionally and administrativelySkills Required:-Minimumof2-15 years FinancialPlanning& Analysis experience(Dependingontheposition)--Proficiency in Microsoft package(Word/Excel/PowerPoint/PowerBI)Knowledgeof Workday/AdaptivePlanning (Group Management Reportingsystem)preferred---------Project Management Skills,Self-starter,Ability to multitask, good teamplayerTake accountability and end to end ownership of thetasksmanagedDecisionmakingcapability and Attentionto detailCustomerCentricity (StakeholderCentricity)Good Communication& StakeholderManagement skillsStrongTime Management skill,ability to work underpressureDemonstrableuseand management oflarge data setsDataanalyticsand visualisationskillsKnowledgeof Prophix (group management reportingsystem) and FinancialForceanadded advantageWhat you will get in return:--A high level of visibility withina large organisation whichis onan upward trajectoryBe part of a dynamicand fast-paced teamthat makesa visiblecontributiontoManagement decisionmakingand delivera tangible impact onthe business.Exposureto all aspects of thebusiness,cross-jurisdictionand to workingwith a broadrange of internalstakeholders.--Opportunity to work withadiverse,agile and global finance and management teams.Additional information:We are an equal opportunityemployerand ensurethat no applicant is subject to less favourabletreatment on the grounds of gender, gender identity, marital status, race, colour, nationality,ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical ormentaldisability.Any hiringdecisionaremadeonthebasisofskills, qualificationsand experience.We measure our success as a business, not only by delivering great products and services andcontinually increasing our assets under administration and market share, but also by how we