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
Job Title:
Financial Planning & Analysis (K1) Specialist
Job Code:
00039271
Job Summary:
The Financial Planning & Analysis (FP&A) Specialist is responsible for providing in-depth support to the business through budgeting, forecasting, and variance analysis of expenses, revenues, and Assets Under Management (AUM). You will work closely with FP&A counterparts to identify the financial drivers impacting business performance and ensure alignment with organizational objectives. The role also entails monitoring daily and monthly deadlines, managing client relationships, and leading training and transformation projects aimed at process simplification, standardization, and automation.
Key Responsibilities:
- Business Collaboration: Work with FP&A counterparts to gain insights into business aspects affecting expenses, revenues, and AUM.
- Budgeting & Forecasting: Assist in the budgeting process and analyze forecast data, providing a detailed variance analysis of month-on-month performance, comparing against budget, forecast, and prior actuals at the General Ledger (GL) level.
- Deadline Management: Ensure all tasks are completed on time as per agreed client deadlines, and proactively communicate any delays or limitations.
- Client Communication: Address and resolve client queries and ad-hoc requests independently while providing actionable solutions to improve daily operations.
- Training & Mentorship: Lead and organize training for new joiners, continuously update process documentation (SOPs), and drive training for new client-driven projects.
- Process Improvement: Spearhead internal team projects that focus on process transformation, simplification, and automation to enhance efficiency.
- Procedure Review: Regularly review and update process procedures and ensure they reflect any new changes.
- Continuous Improvement Projects: Actively participate in projects under the supervisor’s guidance that aim to improve processes and deliver better outcomes for clients.
Core Competencies:
- Deep understanding of Generally Accepted Accounting Principles (GAAP) and internal controls.
- Strong analytical and problem-solving skills with an ability to think critically.
- Excellent interpersonal skills and the ability to manage teams effectively.
- Ability to meet strict deadlines and deliver high-quality work under pressure.
- Expertise in financial and accounting systems (preferably Oracle), with advanced knowledge of the Microsoft Office suite.
- A minimum of 5-7 years of experience in FP&A or a related accounting function, including experience with process improvement and systems implementation.
Key Attributes:
- Ability to perform detailed analysis using advanced data tools like Alteryx and visualization tools such as Tableau or Power BI.
- Strong organizational skills with the ability to manage multiple priorities and meet tight deadlines.
- Self-motivated with a structured and disciplined approach to work.
- Positive and proactive team player with excellent communication (verbal/written) and interpersonal skills.
- Flexibility to adapt to changing priorities and work in a global, multicultural environment.
- Demonstrated ability to learn, upskill, and mentor others in the technical FP&A domain.
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
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.
 (1).png)
