About the Financial Planning & Analysis, Manager role
The FPnA Manager will support IDinsight with project and regional budgeting, forecasting, value-added analysis and insightful financial reporting.
This position will report to the Finance Director and will work with the Deputy CFO and other finance colleagues in New Delhi.
Responsibilities
Project level
Oversee the monthly process of updating the monthly budget vs. actual reports and sharing project-level analysis and key takeaways with each project team on a monthly basis. This will include holding calls on a quarterly basis, or more frequently, as warranted
Suggest and implement improvements to the monthly project reporting tools and process
Develop and maintain dashboard to be used globally for evaluation of all projects, share meaningful insights with the regions and follow-up on the action plan agreed.
Give input into policies and guidelines for project reporting, charging, and evaluation, and ongoing forecasting
Work deeply with teams to update pipeline and contract opportunities in the datahub, ensuring the annual revenue is correct
Prepare ad hoc reports for project teams and funders with inputs from Finance Director
Regional level
Provide BVA analysis, commentary, and other analysis to leads of revenue-generating units on monthly dashboards
Assist regional teams in updating project pipeline with revenue projections.
Work with region to interpret utilization tracker and identify key takeaways for regions and for project managers
Create project profitability analysis across the portfolio
Prepare and update regional cash forecast for each regional office and as an input into global reporting
Helping the regions understand which opportunities are self-funded and analyze the related utilization
Prepare presentations for leadership of revenue-generating units and create additional value-added financial reporting and tracking
Prepare routine reporting on contribution revenue, restrictions and receivables. Work in sync with the accounting team to ensure accurate reporting on contribution revenue and restrictions.
Update specific sections in quarterly Board Excel Package, including project pipeline and dashboard
ERP Transition
Lead the reporting from the newly implemented ERP from the Project Life cycle perspective
Work with regional and internal finance and accounts team to ensure accuracy, completeness and appropriateness of data from a reporting perspective
Work with systems analysts and ERP consultants to ensure reporting requirements are correctly built out in the ERP
Train internal project teams on extracting and drawing meaningful analysis from reports in the new ERP
Document processes and SOPs for FPnA and prepare budget and revenue recognition guidelines based on the new system
Project and Regional Budgeting & Forecasting
Guide the Senior Associates to support project teams with tools, analysis and guidance in areas such as project budget preparation, contract negotiations, and billing rate analysis
Review project budgets after first level review by the Senior Associates – FPnA
Support the revenue-generating units in annual budget and forecasting processes. This may include coordinating budget processes and supporting leadership in creating their budget. It may also include coordinating the project pipeline and staffing forecasts, and cash forecasting.
Revenue and Receivables
Create infrastructure to ensure correct billing of, and accrual for, all client revenues
Ensure collection of all outstanding accounts receivable (external and intercompany) alongside the AR team
Support Accounting team in preparing monthly, quarterly and annual reporting, and reconcile to management reporting and dashboards
Other
Manage ERP system maintenance from Project life cycle perspective along with System administrator, including setting up new projects and team members
Act as backup for other finance functions
Support other global financial and related tasks as and when required
Lead or support other workstreams in finance as needed, which may include areas such as oversight of cash forecasting and investment management, Finance operations, Compliance related functions, and Treasury
Review revenue recognition for client projects and ensure the amount recorded reflects the progress towards completion of the projects.
Coordinate with Legal and Operations on matters of governance, compliance, and organization policy.
Support the monthly closing and annual audit processes as necessary.
Coordinate across all finance functions and with other Global support functions and regions, on projects and processes that span across the organization.
Qualifications
5+ years of work experience in finance, with varied experience that covers all or most of the following: Financial Planning including budgeting and forecasting, Financial Reporting and Dashboards, Accounting in a multi-entity environment, Internal Controls, and Treasury
Significant leadership experience in the finance function
Experience in the social sector and a project-based environment both highly desirable
Bachelor’s degree in Accounting, Finance, or other relevant areas required. Master’s degree in related areas is helpful but not required.
Professional accounting qualification – CPA/ACA/ACCA part II or equivalent, preferred.
Skills and attributes:
Strong leadership skills
Thrives in fast-paced environments and is excited by opportunities to explore and implement new ideas
Proactive attitude with bias to action
Excellent communication skills
Strong project management and change management skills
Ability to work effectively across cross-functional teams located across many countries
Apply via :
alcareers-idinsight.icims.com
