Specialist, FP&A

Posted 2 Days Ago
Be an Early Applicant
Hyderabad Shah Guda, Rangareddy, Telangana
Senior level
Fintech • Software • Financial Services
The Role
The Specialist, FP&A will be responsible for collaborating with FP&A colleagues to analyze business expenses, revenues, and assets under management, ensuring timely completion of activities, conducting variance analysis, providing training for new employees, driving transformation projects, and updating process documentation.
Summary Generated by Built In

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.

If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!

Job Description

Your Responsibilities  

  • Collaborating with FP&A counter parts in understanding where abouts of the business aspects that affect the expenses, revenues and AUM’s.
  • Monitor daily and monthly deadlines to ensure all activities are completed as per the deadlines agreed with the clients.
  • Provide in depth analysis of variances arising month on month for different business units with respect to budget, forecast and prior actuals at General Ledger details
  • Communicate and provide probable solutions to the team on daily activities or issues that arise.
  • Drive trainings for new joiners and take charge of ongoing trainings for new projects driven by the client.
  • Drive transformation projects internally in the team, focusing on simplification, standardization & automation improving efficiencies
  • Proactively review and update process procedures for any new changes/updates in the process.
  • Handle client’s queries/ad-hoc independently.
  • Understand any limitations & communicate expected delay in the set timelines to related parties.
  •  Ensure SOP’s and video recordings are updated on a regular basis.
  • Participate in continuous improvements projects under the direction of the supervisor.

Your Competencies  

Knowledge and understanding of Generally Accepted Accounting Principles (GAAP); understanding of internal control elements; strong problem solving and analytical skills; good interpersonal skills; ability to manage team members and deliverables; good written and oral communication skills; highly organized; ability to meet strict deadlines; ability to interview, hire, and train employees; excellent customer service skills; ability to plan, assign, and direct work; ability to multi-task 

5 to 7 years of accounting experience, specifically in the Financial Planning & Analysis process; Experience with accounting and financial systems, preferably Oracle; Experience in Financial Planning & Analysis process improvement and application systems implementation; knowledge of Microsoft Office suite 

Attributes 

  •  Good analytical and critical thinking skills, Ability to slice, dice and analyse data in multiple dimensional view
  • Ability to analyse financials leveraging tools/capabilities like Alteryx etc. and Data visualization tools like Tableau and/or Power BI
  • Structured, disciplined approach to work with attention to detail
  • Structured, disciplined approach to work with attention to detail
  • Ability to work under pressure to meet tight deadlines and flexible to deliver amid uncertainty (e.g., imperfect data, loosely defined concepts, changing priorities)  
  • Multi-tasker and self-motivated; capable of working under limited or no supervision 
  • Positive and constructive team player with good communication (verbal/written) and inter-personal skills  
  • Excellent organizational skills and ability to manage multiple changing priorities along with day-to-day responsibilities   
  • Sound analytical and reporting skills, ability to understand complicated topics, apply critical thinking and judgement
  • Keenness and aptitude to learn, upskill and mentor in the respective technical domain
  • Able to work in a global, multicultural environment

Education & Certifications  

Postgraduate in Finance / MBA Finance from Tier 2 colleges preferred. FPA certified / Fintech education will be an added advantage

Shift Timings 

Work hours will be from 12:30 PM to 9:30 PM IST (01:30 PM to 10:30PM IST) and may include late hours and/or weekend support – during close. 

About Invesco 

Invesco is one of the world’s leading global investment management firms. With over 8000 employees focused on client needs, the firm is entrusted with managing over $1.6 billion in assets under management. The company is headquartered in Atlanta, GA with regional offices in 25 countries including the GIC in Hyderabad, India. 

We are Inclusive. Committed. Progressive. 

We are proud to be a firm that achieves more together. One that is focused on doing work that matters. One that gives a voice to every employee. One that genuinely cares.  
 

Make a difference every day.  

Do what matters and drive your growth. 

Our ambition is high. At Invesco, we offer work experiences that will inspire and challenge you. When you join Invesco, you will have opportunities to collaborate with a global team to find the best ideas and solutions for our clients and work together in the continuous pursuit of performance excellence.  

We offer competitive and performance-driven compensation that rewards your contributions to our clients’ success. 

Join our culture of diversity of thought.  

Our culture of inclusivity and its commitment to diversity in the workplace is demonstrated through our people practices.  

We are proud to be an equal opportunity employer. No job applicant or employee will be discriminated against because of race, religion, color, sex, sexual orientation, gender, sexual/gender identity, age, disability, pregnancy, national origin, military or veteran status, or any other characteristic protected by applicable law. 

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

YesWorkplace 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/ 

Top Skills

Alteryx
Oracle
Power BI
Tableau
The Company
HQ: Wimbledon
522 Employees
On-site Workplace
Year Founded: 2004

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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