Lead Assistant Manager, Financial Analyst
Posted 1 month ago
You'll complete your application on EXL's career site.
About the Role
This consulting and services organization specializes in using data to improve operations and decision-making for clients in the insurance, finance, and healthcare sectors. By fostering an adaptable and collaborative work environment, the firm integrates advanced technology and data science to meet the specific cultural and operational requirements of its partners. The primary objective is to facilitate business growth and sustain competitive positioning through customized analytical methods and practical data applications. As a Lead Assistant Manager in Financial Planning and Analysis, you will occupy a central position, collaborating with executive leadership to influence financial direction and operational productivity. This role suits a professional seeking to drive significant business results within an international company that values precise analysis and strategic communication.
Requirements
- You must hold a Bachelor's degree and be available to work on a full-time basis.
- You are required to demonstrate advanced skills in financial modeling and data analytics to address intricate business challenges.
- You should have a verifiable history of creating best practices for pipeline analysis, pricing processes, and related tools.
- You need experience in managing FP&A planning systems and conducting evaluations of commission plans.
- You must be capable of clear, rigorous communication, as the position involves presenting findings to senior management and members of the board.
Responsibilities
- You will actively manage financial oversight, which includes building and verifying pricing models intended to support deal success and revenue targets.
- You will examine sales trends to enhance the precision of forecasts in collaboration with the Chief Revenue Officer.
- You will oversee the tools used for budgeting and forecasting while providing essential support for yearly planning.
- You will be responsible for assessing and refreshing Cube System setups, generating routine reports from these platforms for the board and executive team.
- You will assist with strategic projects through ad hoc assignments and financial reporting.
- You will define best practices for analyzing pipelines and pricing, while also working alongside the CFO and CRO to prepare functional reviews and board-level presentations.
Note: This listing is summarized and paraphrased by WorkNow from a publicly posted role. For the original wording and full details, please refer to the employer's official posting.
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