Job Description
The Financial Planning/Analysis job manages experienced professionals that focus on short and long-term financial planning and/or financial analysis of business operations for the purpose of measuring and forecasting future business performance. This job directs a team of experienced Finance professionals that perform analysis and forecasting of financial, economic, and other data that provides accurate and timely information for strategic and operational decisions.
Key Responsibilities and Duties
• Approves analysis of internal financial information such as profit loss accounts, financial statements, working capital, costs, prices, expenses, revenues and rates of return for the purpose of measuring and forecasting future business performance.
• Reviews the analysis of external economic conditions such as inflation, interest rates and exchange rates and their impact on business operations.
• Evaluates financial modeling that measures and forecasts potential impacts of financial transactions and corporate development activities.
• Assesses quantitative analyses of financial data in order to implement sound and defensible recommendations.
• Approves of quantitative analyses of financial data in order to ensure that recommendations are sound and defensible.
• Presents recommendations based on financial planning and forecasting analysis results to senior leadership regarding strategic and operational decisions.
• Manages performance of team through regular, timely feedback as well as the formal performance review process to ensure delivery of exceptional products and engagement, motivation, and development of team.
Educational Requirements
• University (Degree) Preferred
Work Experience
• 5+ Years Required; 7+ Years Preferred
Physical Requirements
• Physical Requirements: Sedentary Work
Career Level
+PL
Key Duties & Responsibilities:
• Lead and manage large and complex transformation projects in Business Finance domain with solid experience on transformation, outsourcing and advisory support.
• Work closely with leaders across Technology and Finance functions to define and execute strategic initiatives.
• Prepare various financial models for business transformation and offshoring to support organization's cost optimization goals.
• Create presentations for senior management on business financial proposals to drive decisions.
• Collaborate across functions to drive business management strategies and procedures.
• Drive change in processes and systems, and work to influence faster adoption, greater utilization, and higher skills proficiency.
• Drive system / process improvement, standardization, automation and transformation to deliver efficiency.
• Provide project updates on a consistent basis to various stakeholders about strategy, adjustments, and progress.
• Utilize industry best practices, techniques, and standards throughout entire project execution.
Interactions / Interpersonal Skills:
• Strategic business partnering skills
• Strong communication skills
• Enthusiastic and self-motivated
• Good in Managing Global stakeholder
• Ability to interface effectively with senior leaders, teams and business partners.
Skills and Abilities:
• Strategic business partnering skills
• Business Partnership and Strategy Management Skills
• Project Management & Reporting
• Transformational & Offshoring skills
• Adaptability
• Problem Solving and analytical abilities
• Good critical thinking and problem-solving skills.
• Strong communication skills
• Ability to deal with complexity and ambiguity.
• Proficiency in Microsoft Office products, enterprise level general ledgers and major reporting systems
• Financial reporting/analysis experience.
• Attention to detail and ability to thrive in a fast-paced environment.
• Ability to adapt quickly and learn new tasks independently.
• Ability to generate bold, creative ideas to improve performance.
• Ability to succeed and work independently in a team environment.
• Flexible to work in shift timing - 2 PM to 11 PM IST (3.30 AM EST to 12.30 PM EST).
Required Education: MBA/CA, Accounting or Finance
Preferred Education: Masters (Business Administration)
Preferred Experience: 11 -15 years ( Full time FP&A work experience in BFSI sector)
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Company Overview
TIAA GBS India was established in 2016 with a mission to tap into a vast pool of talent, reduce risk by insourcing key platforms and processes, as well as contribute to innovation with a focus on enhancing our technology stack. TIAA GBS India is focused on building a scalable and sustainable organization , with a focus on technology , operations and expanding into the shared services business space.
Working closely with our U.S. colleagues and other partners, our goal is to reduce risk, improve the efficiency of our technology and processes and develop innovative ideas to increase throughput and productivity.
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, ****** orientation, gender identity, or any other protected status.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email: [email protected]
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💡 Quick Summary
Seeking a career-building opportunity? The Associate Director | Finance |BFO Lead position is now open for candidates interested in the Accountant Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.
