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Tier-1 brand, Bengaluru metro location, and mid-level (6–9 years) FP&A role increases applicant competition.
Specialized custody revenue, FP&A and ASC 606 expertise limits cross-industry transferability.
Explicit 6–9 years, specialized FP&A revenue expertise, and required Power BI/Hyperion skills raise shortlisting strictness.
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Own monthly revenue waterfalls and variance analysis with management presentations for Investment Services business.
Lead month-end, quarter-end, year-end close, forecasting, and annual operational planning including Medium-Term Outlook forecasting.
Build, automate, and maintain dashboards (Power BI/Tableau) to improve reporting speed and quality, while managing multiple stakeholders across reporting cycles.
6–9 years of experience in Financial Planning & Analysis.
Experience supporting software-based business or investment services custody business.
Proven experience in financial statement preparation and automated reporting within a global environment.
Advanced proficiency with Power BI and/or Tableau for data visualization and automation; knowledge of related tools like Alteryx, Hyperion Essbase, Salesforce CRM.
Experienced in complex FP&A for software revenue or investment services custody businesses with senior stakeholder management.
Strong technical skills in data visualization, automation, and financial modeling to modernize reporting workflows.
Ability to handle concurrent reporting cycles, deliver actionable insights under pressure, and drive continuous process improvements.