Senior Executive-Business Analysis-Business Analyst

Role Overview

Mandatory Skills:

Technical & Functional Skills

• Financial Forecasting & Modeling: Ability to build and manage full-year forecast models, including releveling and variance analysis, discounting the dips due to seasonal & cyclic trends
• Provision vs Invoice Management: Understanding of true-up/true-down processes and financial file maintenance.
• Invoicing & Reconciliation: Experience with monthly invoicing, invoice validation, and reconciliation
• Attention to Detail: Precision in financial data handling and documentation.
• Understanding of Client Invoicing systems, PO related nuances & experience with coordination between the Program & Internal finance teams. Proficient with ERP Systems: Familiarity with ERP and OTL hour tracking in ERP platforms like Oracle, SAP, or similar.
• Data Analysis & Reporting: Strong skills in Excel (pivot tables, formulas, charts) and data visualisation: PowerPoint for financial presentations.
• Purchase Order (PO) Management: Experience in PO receipting and vendor invoice clearance
  
  

Communication & Collaboration

• Stakeholder Engagement: Clear communication with finance teams, vendors, and internal departments.
• Presentation Skills: Ability to create and deliver financial forecast reviews and invoicing decks.
• Meeting Facilitation: Participation in regular resource management meetings, leadership check points and cross-functional discussions.
  
  

Operational & Coordination Skills

• Leave & Resource Tracking: Ability to manage employee leave trackers and coordinate resource planning meetings.
• Vendor Management Support: Exposure to tools like BeeLine for invoice reconciliation and vendor coordination.
• Ad-Hoc Financial Support: Flexibility to handle unplanned requests related to invoicing and forecasting.
  
  

Soft Skills

• Time Management: Ability to juggle recurring tasks and ad-hoc request efficiently.
• Problem Solving: Analytical thinking to resolve discrepancies and improve processes.
• Adaptability: Comfortable working in dynamic environments with shifting priorities.
• Working with the Core team to drive the task across program of work, Budget Forecasting, monthly invoicing, expense reconciliation & reporting.
• Provide Project Management support in terms of preparing & maintain documentation & leadership dashboards.
• Collaborating with all levels of leadership- to drive strategic direction & accountability for projects, programs & Initiatives with proactive communication.
• Strong verbal and written communication, interpersonal and collaborative skills to handle client interactions independently.
• Bachelor's degree in any stream (MBA Preferred)
  
  

Good To Have

• Highly Organized & Strategic Mindset, Leadership skills
• Ability to manage own work stream to achieve consistent ion time delivery
• Proven Presentation & facilitation skills
• A strong sense of ethics & Integrity
• Willingness to learn new technologies
  
  

Key Responsibilities

Invoicing & Financial Documentation

• Annual & monthly financials – Invoice management, accruals, forecasting, monitoring
• Execute monthly invoicing cycles with accuracy and timeliness – Actuals & Provisionals – involves timely collection of data from the billable resources & also validating their data with he data model
• Prepare and present Monthly & Quarterly Business Review PowerPoint decks for leadership review.
• Track EY hours on a regular basis & Process EY invoices – Work with Procurement for MRS creation & AP team for PO creation/receipting & further clearance of payments in a timely manner.
• Support BeeLine invoice reconciliation and ensure alignment with financial records.
• Work with the BI, AR & AP team for LEAP uploads, Accruals, track invoice collectibles & other adhoc requests
  
  

Financial File & Forecast Management

• Maintain and reconcile provision vs invoice vs Forecast records (true-up/true-down).
• Manage and update the 5-year financial forecast model, including current and relevelled forecasts.
• Prepare Financial Forecast Review presentations (PPT format).
• Share yearly forecast data with the Finance team & the client for setting up the budgets, program year POs
  
  

Resource Management

• Track all the BGC costs for newly onboarded resources and are being billed to the client in a timely manner. Ensure they are set up on ERP to update their timecards.
• ERP & Time Tracking - Monitor and report ERP and OTL hours using ERP systems.
• Ensure all resources are diligently filling the ERP timecards & their alignment with the invoicing timesheets
• Leave & Resource Tracking- Maintain EXL employee leave tracker and ensure timely updates.
  
  

Ad-Hoc Support

• Respond to ad-hoc requests related to invoicing and forecast data.
• Collaborate with cross-functional teams to resolve financial queries and support decision-making.