EY FS-RC-FS FINANCE-FPandA Analyst - FPandA 

India, Maharashtra, Mumbai 

190615344

Key Responsibilities and Accountabilities:

• Perform revenue trend analysis across business lines and regions, identifying patterns, seasonality, and underlying growth or contraction indicators.
• Conduct client- and broker-level margin tracking to support pricing strategies, performance assessments, and incentive evaluations.
• Support expense variance analysis by comparing actuals to budgets/forecasts and identifying drivers of deviation across categories (e.g., fixed, variable, discretionary)
• Participate in cost allocation reviews, ensuring accurate assignment of shared costs across departments, business units, and geographies.
• Drive revenue driver analysis by isolating the impact of volume, pricing, new business acquisition, and client churn on revenue performance
• Monitor and report on discretionary spend, working with business units to evaluate alignment with strategic initiatives and financial discipline
• Support the budgeting and forecasting cycles by gathering inputs, building models, and ensuring alignment with strategic business plans.
• Support preparing monthly and quarterly reporting packs and executive dashboards, ensuring clarity, consistency, and relevance of insights for senior management
• Assist in building and maintaining financial models to simulate business scenarios and conduct what-if analysis for planning and strategy development
• Collaborate with other functions (HR, Procurement, Technology) to incorporate non-financial metrics and assumptions into financial planning and analysis
• Contribute to the continuous improvement of reporting tools, dashboards, and planning processes by leveraging automation and technology platforms
• Ensure governance, accuracy, and timeliness of all reporting outputs and maintain proper documentation and version control.

Functional Competencies:

• Strong understanding of FP&A processes including budgeting, forecasting, variance analysis, and revenue/cost modelling
• Proficiency in Excel, financial modelling, and business intelligence tools such as Power BI, Tableau, or similar.
• Familiarity with ERP and planning systems (e.g., Workday Adaptive Planning) is preferred.
• Solid grasp of financial statements and business drivers in a professional services or insurance/financial services environment
• Strong attention to accuracy, process control, and data consistency in reporting deliverables.

Behavioural Competencies:

• Analytical mindset with the ability to interpret complex data and translate it into actionable insights
• Excellent communication and collaboration skills to interact with finance and business stakeholders across global teams.
• Strong sense of ownership, initiative, and accountability in managing planning cycles and reporting timelines.
• Ability to work in a fast-paced, matrixed environment with multiple priorities and changing requirements.
• Adaptability and openness to process automation, technology tools, and continuous improvement culture

Qualifications and Experience:

• Bachelor’s degree in finance, Accounting, Economics, or related field; MBA in Finance, CA, or CMA preferred.
• 8+ years of experience in FP&A, financial analysis, or management reporting within a multinational or shared services environment.
• Prior experience in insurance, broking, or financial services is highly advantageous.
• Strong track record in building financial models, executive reports, and scenario-based analysis
• Experience working with global teams and navigating time zone and cultural differences is desirable.