As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world.
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Job Description
Position Overview: As a Financial Planning & Analysis (FP&A) Specialist, you will be an integral part of the finance team, responsible for collaborating with FP&A counterparts to gain a deep understanding of the business aspects that impact expenses, revenues, and Assets Under Management (AUMs). Your role will involve supporting the budgeting process, analyzing forecasts, and providing in-depth analysis of variances month-on-month across various business units. You will also be a key driver of continuous improvement initiatives, ensuring that processes are streamlined, standardized, and automated for enhanced efficiency.
Key Responsibilities:
Business Collaboration:
- Partner with FP&A counterparts to understand the business environment, focusing on elements that influence expenses, revenues, and AUMs.
- Provide insights and recommendations to stakeholders based on financial analysis.
Budgeting and Forecasting:
- Support the budgeting process, including preparing, consolidating, and analyzing financial data.
- Conduct forecast analysis, comparing actual performance against budget and prior forecasts.
Variance Analysis:
- Perform detailed month-on-month variance analysis for different business units, focusing on budget, forecast, and prior actuals.
- Present findings at the General Ledger level, identifying root causes and potential impact.
Deadline Management:
- Monitor daily and monthly deadlines to ensure that all FP&A activities are completed on time, as agreed upon with clients.
- Proactively communicate any anticipated delays or limitations to relevant stakeholders.
Team Support and Issue Resolution:
- Address and resolve daily issues, providing probable solutions to the team.
- Act as a point of contact for client queries and ad-hoc requests, managing these independently.
Training and Development:
- Lead training sessions for new joiners, ensuring they are equipped with the necessary knowledge and skills.
- Take charge of ongoing training for new projects driven by the client, ensuring smooth transitions and knowledge transfer.
Process Improvement:
- Drive transformation projects within the team, focusing on simplification, standardization, and automation to improve operational efficiency.
- Continuously review and update process procedures in line with any new changes or updates.
Documentation and Compliance:
- Ensure that Standard Operating Procedures (SOPs) and video recordings are regularly updated to reflect current practices.
- Participate in continuous improvement projects under the direction of the supervisor, contributing to the enhancement of team processes.
Required Competencies:
- Financial Expertise: Deep understanding of Generally Accepted Accounting Principles (GAAP) and internal control elements. Experience in the Financial Planning & Analysis process, particularly in variance analysis and budget/forecast management.
- Analytical Skills: Strong problem-solving and analytical skills, with the ability to slice, dice, and analyze data from multiple dimensions.
- Technology Proficiency: Familiarity with financial systems, preferably Oracle, and experience with tools like Alteryx, Tableau, and/or Power BI.
- Project Management: Ability to manage and lead multiple projects, prioritize tasks, and meet strict deadlines.
- Communication: Excellent written and oral communication skills, with the ability to effectively interact with team members, clients, and stakeholders.
- Team Leadership: Experience in training, mentoring, and leading team members. Ability to interview, hire, and direct work.
- Adaptability: Ability to work under pressure, manage changing priorities, and deliver results amid uncertainty.
- Continuous Improvement: Proactive approach to identifying process inefficiencies and implementing improvements.
Experience and Qualifications:
- 5 to 7 years of accounting experience, with a focus on Financial Planning & Analysis.
- Experience with accounting and financial systems, particularly Oracle.
- Proficiency in Microsoft Office suite and data visualization tools.
- Strong organizational skills and the ability to manage multiple priorities in a fast-paced environment.
- Ability to work independently with minimal supervision, while also being a positive and constructive team player.
- Experience in a global, multicultural environment is highly desirable.
Attributes:
- Good analytical and critical thinking skills.
- Structured, disciplined approach to work with attention to detail.
- Ability to work under tight deadlines and manage uncertainty.
- Self-motivated and capable of working with limited supervision.
- Positive team player with strong communication and interpersonal skills.
- Sound analytical and reporting skills with the ability to understand complex topics.
- Keen learner with the aptitude to mentor others in the technical domain.
Full Time / Part Time
Full time
Worker Type
Employee
Job Exempt (Yes / No)
NoWorkplace Model
At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office.
Why Invesco
In Invesco, we act with integrity and do meaningful work to create impact for our stakeholders. We believe our culture is stronger when we all feel we belong, and we respect each other’s identities, lives, health, and well-being. We come together to create better solutions for our clients, our business and each other by building on different voices and perspectives. We nurture and encourage each other to ensure our meaningful growth, both personally and professionally.
We believe in diverse, inclusive, and supportive workplace where everyone feels equally valued, and this starts at the top with our senior leaders having diversity and inclusion goals. Our global focus on diversity and inclusion has grown exponentially and we encourage connection and community through our many employee-led Business Resource Groups (BRGs).
What’s in it for you?
As an organization we support personal needs, diverse backgrounds and provide internal networks, as well as opportunities to get involved in the community and in the world.
Our benefit policy includes but not limited to:
- Competitive Compensation
- Flexible, Hybrid Work
- 30 days’ Annual Leave + Public Holidays
- Life Insurance
- Retirement Planning
- Group Personal Accident Insurance
- Medical Insurance for Employee and Family
- Annual Health Check-up
- 26 weeks Maternity Leave
- Paternal Leave
- Adoption Leave
- Near site Childcare Facility
- Employee Assistance Program
- Study Support
- Employee Stock Purchase Plan
- ESG Commitments and Goals
- Business Resource Groups
- Career Development Programs
- Mentoring Programs
- Invesco Cares
- Dress for your Day
In Invesco, we offer development opportunities that help you thrive as a lifelong learner in a constantly evolving business environment and ensure your constant growth. Our AI enabled learning platform delivers curated content based on your role and interest. We ensure our manager and leaders also have many opportunities to advance their skills and competencies that becomes pivotal in their continuous pursuit of performance excellence.
To know more about us
About Invesco: https://www.invesco.com/corporate/en/home.html
About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html
About our D&I policy: https://www.invesco.com/corporate/en/our-commitments/diversity-and-inclusion.html
About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html
Apply for the role @ Invesco Careers: https://careers.invesco.com/india/
What We Do
intelliflo widens access to financial advice through leading technology which powers the financial advisory experience. We use open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help our customers thrive and grow. Our solutions support over 30,000 financial professionals worldwide, representing over three million end-investors, with over $1 trillion (US) advised across our platforms.
intelliflo operates independently under its own brand as a wholly owned subsidiary of Invesco, a global leader in the asset management industry with $1.6tr AUM. Whilst intelliflo remains independent in operations to Invesco, we draw from its strengths. After bringing together Invesco’s digital advisory solutions under our global intelliflo brand in March 2021, we continue to remain dedicated to powering the entire advisory lifecycle through our range of open architecture solutions, as the global leader in financial advice technology.
Digitization is transforming wealth management. Invesco is committed to creating commercial software that allows advisors, institutions, and investors, to unlock technology-enabled possibilities. intelliflo is a key part of Invesco’s ambition to build the future of wealth management.
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