FPNA

Job Description – Financial Planning & Analysis (FP&A)

Position: Financial Planning & Analysis (FP&A) Analyst
Company: EXL Services
Location: Noida
Shift: US Shift

Job Summary

EXL Services is looking for a detail-oriented Financial Planning & Analysis (FP&A) Analyst to support budgeting, forecasting, financial reporting, and business performance analysis. The role involves partnering with finance and business teams to provide actionable insights, manage financial planning activities, prepare management reports, and support decision-making through accurate financial analysis. The ideal candidate should possess strong accounting knowledge, analytical skills, and experience with financial planning tools.

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.