Associate-FPNA (4-8 years)

Location: Mumbai
Discipline: Banking & Finance, Financial Planning and Analysis
Job type: Permanent
Contact name: Shweta Arora

Contact email:
Job ref: 38103
Published: 22 days ago

Financial Planning & Analysis- Client Services - Asset Management


Looking for a professional with 4-8 Years of experience preferably in Financial Planning & Analysis, Allocation and Business Finance. The specific team is responsible for day-to-day servicing of institutional and other client accounts. The incumbent will be responsible for stakeholder management, Financial Reports.


Location: Mumbai


Your future employer: A global leader in Investment Banking, Commercial Banking, Asset & Wealth Management with presence in 100+ countries.


Key responsibilities:

  1. Partnering with CIOs and their respective CFOs to drive transformational change to financial processes to ensure accuracy, stability, efficiency, and transparency

  2. Creating decks for senior management that clearly articulate the financial story/strategy and provide insights/recommendations on financial metrics and trends

  3. Partner across the firm to develop financial management solutions and toolsets leveraging best practices and creative thinking that allow for consistent/streamlined processes

  4. Support all financial processes and reporting including actuals, budget, forecast of various financial and headcount metrics and scenarios/views including general ledger, program/project, taxonomy, product, application, allocations and business case financials

  5. Create dynamic financial management reporting and partner with Finance & Business Management teams to track and report various financial results and metrics (i.e. actuals/forecast vs. budget)

  6. Ensuring data integrity, accuracy, and timeliness in all financial reporting and presentations and Develop subject matter expertise and mentor few team members.


Key Requirements:

  1. Bachelors degree required degree in Finance, Accounting or Economics preferred

  2. 7+ years experience in financial management / accounting environment with previous experience supporting Technology organizations preferred

  3. Advanced systems skills required including in-depth knowledge of Excel, Essbase and PowerPoint, understanding of Tableau

  4. Good understanding and working knowledge in Allocation process

  5. Experience with visualization and reporting tools such as Tableau, and Business Objects preferred


What's in it for you?

  • A high-performance culture with phenomenal career progression.

  • A stimulating working environment with colleagues from top-tier institutes.

  • A high-performance culture with phenomenal career progression.


Reach Us:

If you think this role is aligned with your career, kindly write me an email along with your updated CV on for a confidential discussion on the role.


Disclaimer: Crescendo Global is an ISO 9001:2015 certified Leadership Hiring consulting arm of Crescendo Group with expertise in mid to senior level niche recruitment. We are passionate about empowering job seekers and employers with an engaging memorable job search and leadership hiring experience. Crescendo Global does not discriminate on the basis of race, religion, color, origin, gender, sexual orientation, age, marital status, veteran status or disability status.

Keywords: Crescendo Global, Crescendo, Financial Planning & Analysis, Allocations, Business Finance, Financial Reporting, Financial Statement, Stakeholder Management, Budgeting, Forecasting, Profit & Loss.