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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)
Yes
Workplace 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.
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