Finance Associate - Level II

Job Summary

The Financial Analyst / Finance Associate supports financial planning, analysis, reporting, budgeting, and forecasting activities to enable effective business decision-making. This role is responsible for preparing financial reports, analyzing financial performance, supporting budget management processes, and ensuring the accuracy and integrity of financial data. Working under moderate supervision, the position collaborates with cross-functional stakeholders to provide financial insights, improve spending awareness, and support organizational financial objectives.

Key Responsibilities Financial Planning & Analysis

• Prepare and analyze financial reports for management, highlighting key trends, risks, opportunities, and areas requiring attention.
• Support the annual budgeting, forecasting, and financial planning processes.
• Analyze financial performance against budgets and forecasts and provide variance explanations.
• Monitor departmental spending and promote cost awareness across the organization.
• Assist in evaluating financial results and identifying opportunities for business improvement.

• Prepare periodic financial reports, dashboards, and ad hoc analyses for stakeholders.
• Load and maintain actual and forecast data within financial systems.
• Ensure the accuracy, completeness, and integrity of financial information and reporting.
• Support month-end and periodic financial reporting activities.
• Investigate data discrepancies and recommend corrective actions when required.

• Partner with business teams to provide financial insights and decision-making support.
• Participate in special projects, process improvement initiatives, and financial system enhancements.
• Support management in identifying financial risks and opportunities.
• Contribute to improving financial reporting processes, controls, and operational efficiency.

• Bachelor's degree in Finance, Accounting, Commerce, Economics, or a related discipline is advantageous.
• ICWA/CMA/CA Inter (completed or pursuing) preferred.

• Additional certifications in Finance, Accounting, Data Analytics, or Financial Systems are an advantage.

• Financial Analysis - Ability to interpret financial data, identify trends, risks, and opportunities, and provide actionable insights.
• Financial Reporting - Ability to prepare accurate financial reports and communicate findings effectively.
• Decision Quality - Makes sound and timely decisions based on data and business needs.
• Customer Focus - Builds strong relationships and provides responsive support to stakeholders.
• Communication Skills - Clearly presents financial information to both finance and non-finance audiences.
• Action Orientation - Demonstrates initiative and a proactive approach to problem-solving.
• Nimble Learning - Quickly adapts to new financial systems, processes, and business requirements.
• Integrity & Trust - Maintains confidentiality and accuracy in handling financial information.
• Values Differences - Promotes an inclusive and collaborative work environment.

• Financial analysis and variance analysis.
• Budgeting and forecasting.
• Financial reporting and management reporting.
• Expense monitoring and cost control.
• Financial data management and reconciliation.
• Basic accounting principles and financial controls.
• Proficiency in financial systems and reporting tools.
• Strong Microsoft Excel and financial modeling capabilities.
• Data analysis and interpretation skills.

• Some relevant work experience in Finance, Accounting, Financial Planning & Analysis (FP&A), Reporting, or related areas preferred.
• Experience gained through education, internships, professional training, or on-the-job exposure will be considered.
• Exposure to budgeting, forecasting, financial reporting, accounts payable, or accounting processes is advantageous.
• Experience working with ERP systems, financial reporting tools, and Microsoft Office applications, particularly Excel, is preferred.
• Candidates pursuing or holding CA Inter or ICWA/CMA Inter qualifications are encouraged to apply