FPNA

Key Responsibilities

• Support the annual operating plan, budgeting, forecasting, and financial planning processes.
• Prepare and analyze monthly financial reports, MIS, dashboards, and management commentary.
• Perform variance analysis by comparing actual results against budgets and forecasts.
• Analyze expense lines, including headcount, compensation, controllable and non-controllable costs.
• Collaborate with business operations and finance teams to identify and explain financial variances.
• Prepare accruals, reclassifications, cost transfers, and other accounting-related adjustments.
• Support revenue forecasting and monitor key business metrics such as GWP, new business, and renewals.
• Ensure timely and accurate financial management reporting for leadership.
• Understand and apply cost allocation methodologies and management reporting principles.
• Provide subject matter expertise in FP&A processes and guide team members on deliverables.
• Drive continuous process improvements to enhance reporting efficiency and accuracy.
• Promote collaboration, knowledge sharing, and best practices across the finance team.
• Ensure adherence to reporting timelines, internal controls, and organizational standards.

                                                                                        





Required Skills & Qualifications

• Bachelor's degree in Commerce, Finance, Accounting, , or a related field. MBA (Finance), CA Inter, CMA, or equivalent qualification is preferred.
• Strong understanding of Financial Planning & Analysis (FP&A) concepts.
• Good knowledge of accounting principles, including accruals, reclassifications, and cost transfers.
• Experience in budgeting, forecasting, variance analysis, and financial reporting.
• Understanding of financial and management reporting methodologies.
• Knowledge of the US Insurance industry will be an added advantage.
• Proficiency in Microsoft Excel and MS Office applications.
• Experience with ERP and financial planning tools such as Oracle, PeopleSoft, Workday, and Anaplan.
• Excellent analytical, communication, and stakeholder management skills.
• Ability to work effectively in a fast-paced, deadline-driven US shift environment.

Preferred Experience

• Experience in Financial Planning & Analysis, Business Finance, MIS Reporting, or Management Reporting.
• Exposure to revenue forecasting, budgeting, and financial performance reporting.
• Experience working with global stakeholders or US-based finance operations is preferred.

Why Join EXL Services?

• Opportunity to work with global finance teams supporting US business operations.
• Exposure to advanced FP&A tools, ERP platforms, and business analytics.
• Collaborative work environment with strong learning and career growth opportunities.
• Gain experience in financial planning, forecasting, and strategic business partnering within a leading global analytics and operations company.