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Principal Global Services

Senior Lead Analyst - FP&A & Power BI

Principal Global Services Pune, Maharashtra, India

Financial Services · 10,001+ employees

Oct 14 Closes today
business-intelligence Senior (5-10 yrs) Full-time India
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About the role

The Senior Lead Analyst will support financial planning, forecasting, and management reporting while leveraging technical tools to drive process optimization. They will conduct in-depth cause-and-effect analysis to identify key performance drivers and collaborate across the enterprise to deliver strategic financial initiatives.

What they look for

Financial Planning & Analysis Power BI SQL SAS Advanced Excel Financial Modeling US GAAP Statutory Accounting Principles Data Visualization Process Optimization Project Management Lean Six Sigma Generative AI Microsoft Copilot Management Reporting

Requirements

Candidates must possess a Master's degree or professional certification such as a Chartered Accountant or MBA in Finance. Strong technical expertise in SAS, SQL, and Power BI is required, along with experience in operational excellence methodologies like Lean or Six Sigma.

Full description

Responsibilities

Senior Lead Analyst - FP&A

SHift - 1.30 PM - 10.30 PM

Mode - Hybrid - 3 days in office, Pune

  • Support FP&A, Management Reporting, Forecasting, Product reporting, Project/Ad-hoc work. Modeling of financial results and ability to link initiatives to the results.
  • Ability to apply US GAAP and Statutory Accounting Principles concepts along with performance metrics to new initiatives and identify impact to financial results. Conduct cause-and-effect analysis to identify key drivers of results and uncover root causes of variances.
  • Strong technical expertise in SAS, SQL, Advanced Excel, and Power BI for data extraction, transformation, analysis, automation, and management reporting. Experience leveraging AI-powered tools such as Microsoft Copilot and Generative AI solutions to improve productivity, streamline financial processes, and generate actionable business insights is highly preferred.
  • Provide analytical support related to performance metrics, income statement, and balance sheet activity. Evaluate actuals and forecast and the key drivers of variances.
  • Redesign processes and reports to optimize efficiency and align with changing business needs.
  • Work collaboratively with other teams across the department and the Enterprise to share best practices and deliver on strategic and financial initiatives.
  • Support the delivery of timely financial results and forecasts, perform in depth analysis offering insights of drivers to key performance metrics.
  • Gain deep knowledge of the company’s financial data structure and tools to support reporting needs across RIS, most specifically within WSRS.
  • Manage projects and workload independently. Ability to prioritize and manage multiple responsibilities simultaneously.
  • Presentation & data visualization skills
  • Master’s degree / Professional Degree / Relevant Industry Certification
  • Preferably Chartered Accountant or MBA Finance
  • Proven track record of working in complex Finance & Accounting function for medium/large scale operations
  • Knowledge and experience of transitions and transformation (process, digital, etc) for Finance & Accounting domain
  • Must have a good knowledge and experience of working in Operational Excellence environment as Project Lead, certification in any of the improvement methodologies like Lean, Six Sigma, etc. is mandatory
  • Excellent analytical, problem-solving, and decision-making skills. Exceptional communication and interpersonal skills, with the ability to influence and inspire others.

Qualifications

  • Preferably Chartered Accountant or MBA Finance
  • Preferred FinTech candidate

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