Join Firmwide Planning & Analysis to deliver decision-driving insights through forecasting, budgeting, and executive reporting. You will modernize reporting through automation, dashboards, and scalable data-driven processes. This role offers broad exposure, high-visibility deliverables, and opportunities to influence how the firm plans and measures performance.

As a/an Sr. Associate within Firmwide Planning & Analysis in Mumbai, you will deliver financial planning, forecasting, and management reporting for product areas while providing clear insights on performance drivers. You will analyze and reconcile financial data, build executive-ready outputs, and help streamline cycle times through automation and process improvements. You will partner with Business, Finance, and FP&A stakeholders to strengthen controls, improve data quality, and support special projects as needed.

Job Responsibilities

• Manage annual and ongoing financial planning activities for product areas, including month-end performance and forecasting decisions.
• Review product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reporting.
• Deliver efficiency reporting, analytics, and strategy, including location strategy and span of control insights.
• Create financial business cases supporting business initiatives and investment decisions.
• Monitor key metrics and drive data quality initiatives while defining future reporting needs for the product area.
• Develop and track performance metrics and produce executive-ready presentations and analysis for senior management.
• Perform variance analysis to identify key drivers and provide commentary versus prior forecasts and budgets.
• Design and enhance reports and dashboards to deliver financial results efficiently to senior stakeholders.
• Analyze, prepare, and reconcile accounting and technical data to support accurate reporting and decision-making.
• Streamline processes by enhancing controls and introducing automation to reduce cycle times.
• Support special projects and ad-hoc requests by producing timely, high-quality analysis and reporting.

Required Qualifications, Capabilities, and Skills

• Hold a Bachelor’s degree in Accounting, Finance, or a technical discipline.
• Bring 4+ years of relevant experience in Financial Services and/or accounting/controller environments.
• Demonstrate advanced Excel and PowerPoint skills to deliver analysis and executive materials.
• Apply strong analytical and problem-solving skills to interpret large datasets and communicate conclusions concisely.
• Utilize strong data gathering, mining, and manipulation capabilities to support reporting and insights.
• Communicate complex issues clearly through strong written and verbal communication.
• Execute effectively under pressure with strong prioritization, time management, and delivery discipline.

Preferred Qualifications, Capabilities, and Skills

• Adapt quickly to modern planning and analytics tools (e.g., Anaplan XL, Databricks, visualization/dashboarding platforms, AI-enabled analytics tools).
• Apply familiarity with Planning & Analysis data products and how they support reporting and forecasting workflows.
• Use SQL to extract and validate data for reporting and analysis.
• Demonstrate ability to create ad-hoc reporting and respond to senior management requests with limited lead time.
• Challenge constructively and act as a trusted partner to Business, Finance, and FP&A stakeholders.
• Deliver special projects independently by navigating ambiguity and building structure quickly.