Americas Analyst
Description
FinancialPlanning& Analysis
PUNE, INDIA
Department: Finance
Employment Type: Full time
About the Company
Apex Group Ltd.,established in Bermudain 2003 is oneof theworld’s largest financial service
providerswithc.10,000 employeesoperatingout ofc.85 offices in 42 countries.The Group has
c.$3 trillionassets undermanagement and has delivered stronggrowthof>10% year onyear for
thelast 3 years. Apex Group offersa single sourcesolutionto customersforfinancial servicesas
it has thebroadest rangeof services amongst itscompetitors.Theseservices includefund
administrationsolutions,digitalon-boardingofbank accounts,depositary,custodyand super
ManCo services,corporateand family office services, business servicesincludingHR and payroll
and a pioneeringESG ratingsand advisory servicefor privatecompanies.
Pune Global Service Centre FP&A Team
Indiais growingas an Apex Group financehub as it providesintelligent,enthusiastic,and
energeticprofessionals to compliment astrongglobalfinance team. This is a great opportunity
to join theGlobalFP&ATeamwho have chosenPuneas their FP&AGlobalServiceCentre(GSC).
The FP&APuneTeamstarted witha 7-member teamin 2021 in Phase1. Followingearly
successes of thePuneteamand theneed for increased reportingto stakeholdersfollowinga
high numberof recent businessacquisitions,theteam grewto 25 membersin 2022 in Phase 2.
We nowhavea team of technically strongand energeticemployeesand middle management
professionalsdeliveringan increasing numberof datasets, standardised deliverables,and
improved analyticalreportingto assist theGlobalFP&Ateamin managingreportingfor the
entire portfolio ofGroup Companies.
The FP&Aorganisationalstructureisrelatively flat thereby increasingopportunitiesforeveryone
to grow and build a successful career.
Our Phase3 Punehiring is nowcommencing.We are lookingto expand theexistingteamto
complement ourworld class high performingteam. Theseroles are expected to drivedata
cleansing, standardised processingand be engagingwithbusiness, management, and finance
teamsacross theglobe.
The Role
This is an excitingopportunity foraFinanceprofessionalto joina highperformingGlobalFP&A
teamoperatingin a fast growthGlobalFinancialServicesorganisation.
Inthis 3rd phase,there are a few openingsat all levels (Associate,Senior Associate,Assistant Vice
President and Vice President).
The GlobalFP&Ateamis functionally structured withGroupReporting(whichincludessynergy
reportingas well), RevenuePartnering,PeopleCost Partneringand ExpensePartnering(all
expensesexcept PeopleCost) as themain pillars. Recently wehavealso introduced and working
towardssettingup a RegionalPartnership Team. The EntireTeam and each Pillar is led by
extremely knowledgeable,experienced, dedicated, and professionalleaders. Withorganisational
growththereis a need to expand theexisting FP&Ateamby creatinga GlobalServicecentre
(GSC) whichwill help enhancethe overallfunctionality oftheFP&Aprofile.
Basis the specific functiontheactivitiesmay differ but an overall list of activitiescovered under
thevariousroles are as below:
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Close partnership withtheFP&AHRBusinessPartner
Understand themaindriverswhile performingvariousactivitiesunderthedifferent
pillars (functions) ofthe GlobalFP&ATeamto help performbetter
Performand ownday to day, monthly BAU activitiesand ad hocrequests
Performthe yearly Forecast and Planningactivities
➢ Actualvs Plan
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➢ Role Relocation/ Target OperatingModelTracking
➢ Synergy Tracking
Do a Deep diveanalysis of theP&L withdetailed commentary forvariousStakeholders
➢ The Leadership team(GlobalFP&A)
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➢ Group Segment / Product Leadsand Group RegionalHeads
➢ Group CFO
➢ Group COO
Assist theseniors in preparingvariousreportsand dashboards(e.g: Reportsrelated to
Profitability,revenuegrowth,trend analyticsetc)
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Help in new systemimplementation(Workday)
Work withintheteam to create a robust teamculturewithproperback up for processes,
SOP & documentation
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Work towardsautomation(basisrequirement), systemtransformation,innovation
projects, enhancingtheprocesses for bettercontroland analytics
ForLeadership roles, the leads will need to drive, ownand work towardscreatinga
robust structurefunctionally and administratively
Skills Required:
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Minimumof2-15 years FinancialPlanning& Analysis experience(Dependingonthe
position)
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Proficiency in Microsoft package(Word/Excel/PowerPoint/PowerBI)
Knowledgeof Workday/AdaptivePlanning (Group Management Reportingsystem)
preferred
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Project Management Skills,Self-starter,Ability to multitask, good teamplayer
Take accountability and end to end ownership of thetasksmanaged
Decisionmakingcapability and Attentionto detail
CustomerCentricity (StakeholderCentricity)
Good Communication& StakeholderManagement skills
StrongTime Management skill,ability to work underpressure
Demonstrableuseand management oflarge data sets
Dataanalyticsand visualisationskills
Knowledgeof Prophix (group management reportingsystem) and FinancialForcean
added advantage
What you will get in return:
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A high level of visibility withina large organisation whichis onan upward trajectory
Be part of a dynamicand fast-paced teamthat makesa visiblecontributionto
Management decisionmakingand delivera tangible impact onthe business.
Exposureto all aspects of thebusiness,cross-jurisdictionand to workingwith a broad
range of internalstakeholders.
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Opportunity to work withadiverse,agile and global finance and management teams.
Additional information:
We are an equal opportunityemployerand ensurethat no applicant is subject to less favourable
treatment on the grounds of gender, gender identity, marital status, race, colour, nationality,
ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or
mentaldisability.Any hiringdecisionaremadeonthebasisofskills, qualificationsand experience.
We measure our success as a business, not only by delivering great products and services and
continually increasing our assets under administration and market share, but also by how we
positively impact people, society, and theplanet.