Financial Analyst

Position Overview
This position provides essential support to global Finance stakeholders and may involve periodic alignment with PT working hours to participate in key meetings, stakeholder interactions, transition activities, and support for closing or forecasting processes. The ideal candidate should be adaptable to selectively accommodate business-driven needs for cross-time-zone collaboration. The Finance Center of Excellence (COE) aims to centralize, standardize, and modernize critical financial operations to enhance scalability, accuracy, and strategic capacity. As a business process owner, the team leads design initiatives and continuous improvements across high-impact financial workflows. This role encompasses core operational responsibilities, delivered through a combination of in-house execution, process optimization, automation, and innovative tooling.

Key Responsibilities:

• Financial Operations & Process Management:
  • Assist in executing recurring Finance COE procedures, including position management, headcount forecasting, expense accruals, month-end closing activities, and other operational workflows.
  • Manage assigned process steps from start to finish, ensuring outputs are precise, comprehensive, punctual, and aligned with established standards, schedules, and stakeholder expectations.
  • Maintain and update trackers, reconciliations, and reporting documents used to support operational scope and strategic decision-making.
  Validate source data across various systems, stakeholder inputs, and reports, investigating discrepancies and escalating issues as needed.
  • Support weekly, monthly, and quarterly financial cycles by preparing analyses, consolidating inputs, monitoring process progress, and ensuring timely delivery of deliverables.
• Process Optimization & Domain Knowledge:
  • Develop deep expertise in designated COE workflows and serve as a knowledgeable partner in executing recurring financial processes.
  • Leverage critical thinking to evaluate outputs, challenge assumptions, and question process steps or stakeholder requests that do not align with data, process design, or desired business results.
  • Identify opportunities to streamline, standardize, and enhance processes based on recurring challenges, stakeholder feedback, data quality issues, or manual efforts.
  • Propose practical improvements that boost accuracy, efficiency, consistency, and stakeholder satisfaction.
  • Assist in documenting workflows, process steps, controls, FAQs, and SOPs to facilitate repeatability, onboarding, and operational resilience.
• Stakeholder Engagement:
  • Collaborate with Finance teams, systems groups, and COE members to gather input, resolve process inquiries, and ensure successful execution of assigned workflows.
  • Communicate effectively regarding process status, risks, challenges, and stakeholder actions required.
  • Coordinate across time zones, including periodic overlap with NAMER and India partners for critical meetings, deliverables, and financial cycles.
  • Translate stakeholder feedback and recurring business needs into clear recommendations for process or reporting enhancements.
  • Promote adoption of standardized procedures by reinforcing process expectations, documentation, and consistent execution practices.
• Tools, Systems & Automation:
  • Utilize Excel and other financial/reporting tools to develop models, reports, reconciliations, and analytical outputs.
  • Support the adoption of new tools, templates, automation, AI-enabled workflows, and process improvements as applicable.
  • Partner with team members to identify manual tasks that can be automated, streamlined, or better controlled.
  Assist in testing, validating, and documenting changes related to processes or tools.
• Culture & Core Values:
  • Foster a team environment rooted in ownership, continuous learning, inclusion, curiosity, and ongoing improvement.
  • Work collaboratively with colleagues and stakeholders across locations, functions, and time zones.
  Exhibit sound judgment, accountability, and professionalism when managing financial data, routine deliverables, and stakeholder interactions.

Essential Skills:

• Financial Acumen
• Stakeholder Engagement
• Process Redesign & Optimization
• Data Analysis & Interpretation
• Experience with Oracle ERP Systems
• Project Management & Change Management Skills

Educational Background & Qualifications:

• Bachelor’s degree in Finance, Accounting, Business, Business Analytics, or related disciplines, or equivalent practical experience.
• Minimum of 3 years’ experience in FP&A, Finance Operations, Accounting, Business Operations, or similar analytical financial roles.
• Proficiency in Excel for managing, analyzing, reconciling, and summarizing financial or operational data.
• Experience supporting recurring financial processes such as reporting cycles, reconciliations, planning, forecasting, accruals, headcount, and expense management.
• Knowledge of financial operations including headcount forecasting, position management, accruals, month-end close, and non-labor expense reporting and planning.
• Background in FP&A involving modeling bookings, revenue, headcount, and expenses.
• Understanding of fundamental accounting principles, including revenue recognition, accruals, capitalization policies, and expense timing.
• Strong analytical capabilities to interpret data, identify discrepancies, investigate root causes, and clearly communicate findings.
• Meticulous attention to detail, with a focus on accuracy, completeness, and timely task completion.
• Ability to quickly grasp complex processes and develop strong domain expertise over time.
• Capability to question outputs, challenge assumptions, and raise thoughtful concerns when data or process inconsistencies arise.
• Experience in documenting workflows, controls, and standard operating procedures.
• Excellent communication skills and stakeholder management abilities, capable of coordinating effectively across functions and time zones.
• Comfort working within a global delivery environment, including periodic overlap with NAMER hours for critical activities.
• Familiarity with financial systems and reporting tools such as Oracle, Workday, EPM/Essbase, Power BI, Tableau, SQL, or similar platforms.
• Proactive problem solver with strong ownership, sound judgment, and the ability to manage multiple priorities independently.

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