Job Description

What you’ll learn

• How finance teams support business planning, budgeting, and forecasting.

• How to work with real business data and turn it into clear, useful reports.

• How monthly expense, headcount, vendor, and forecast reviews are managed.

• How to use Excel and planning tools more effectively for analysis and reporting.

• How to communicate finance insights clearly to different teams.

• Help allocate costs across customers and teams using existing finance templates.
• Update monthly reports like headcount lists, vendor details, and expense trackers.
• Check weekly headcount changes, including new joiners, exits, and open positions, against finance records.
• Review expenses and travel data to spot basic trends, unusual items, or missing information.
• Prepare simple inputs for forecast and budget review decks.
• Compare actual monthly spend with forecast numbers and highlight major differences.
• Support basic reconciliations by comparing data from different systems and flagging discrepancies.
• Help review vendor spend and summarize key changes for the team.
• Learn about finance processes, business teams, and planning tools such as Anaplan through hands-on work and training.

• Comfort with numbers, data, and basic analysis.

• Basic understanding of finance concepts such as budgets, forecasts, expenses, and variance.

• Ability to compare data, identify differences, and ask the right questions.

• Working knowledge of Excel, including formulas, filters, lookups, pivots, and data cleanup.

• Clear communication skills and willingness to work with Finance and business teams.

• Curious, organized, detail-oriented, and eager to learn.

• Currently pursuing or recently completed a degree in Finance, Commerce, Accounting, Business Administration, or a related field. MBA Finance, CA, CMA, or CS students are welcome to apply.

Icertis is the global leader in AI-powered contract intelligence. The Icertis platform revolutionizes contract management, equipping customers with powerful insights and automation to grow revenue, control costs, mitigate risk, and ensure compliance - the pillars of business success. Today, more than one third of the Fortune 100 trust Icertis to realize the full intent of millions of commercial agreements in 90+ countries.