Financial Planning Analyst

Requisition Number: 214775

External Description:

Financial Planning Analyst

Location: Mumbai / Pune 

Requisition Number - TBD

 

Recruiter - TBD

Job Title: Financial Planning Analyst (Centralized Global Team)

Reporting Responsibility: Senior Manager – Financial Planning & Analysis

Location: Mumbai / Pune / Gurgaon

Country: India

Reference:

About Teradata

Teradata Corporation (NYSE: TDC) is the world’s largest company solely focused on

raising intelligence through data warehousing and enterprise analytics. Teradata offers powerful, analytical solutions that help businesses proactively manage their businesses and drive growth.  Teradata™ solutions include the Teradata data warehouse and database, analytical applications, and services.

Built on a proven, world-class methodology, Teradata data warehouse services support data warehouse strategy development, planning, design, implementation, support and enhancement. Over 2,000 consultants deliver Teradata solutions in 60 countries.

Businesses worldwide choose Teradata for its proven expertise in data warehousing, commitment to excellence and innovation, and best-in-class technology. To learn more, go to http://www.teradata.com

POSITION SUMMARY

The incumbent will first and foremost serve as the financial planning Analyst for Americas – Consulting Services, capable of bringing broad financial expertise (including planning, forecasting, accounting practices/policies, revenue recognition and order management) to the table as well as managing and optimising all business operational activities. This will be critical role in a range of activities, from Standard Outlook Pack preparation, investment decisions, asset management, resource deployment, setting of objectives, annual and strategic planning direction, and evaluation and action planning around the state of the business and enhancing all the business operations and infrastructure groups.

It will require frequent communication, leadership, and teaming with AMS consulting Region Planning teams / Business Teams in order to meet the requirements of the business. 

Key focus areas for this position will be specifically: -

• Ownership and development of the monthly Outlook Standard Package
• Assisting the regional team on the annual planning exercise
• Full ownership & management of the Hyperion planning application
• Understand and continually review business processes
• Various operation metrices – Booking, Utilization, Time-card compliance, Backlog revenue, Opportunity management for APJ / AMS – Managed Service Group.

KEY RESPONSIBILITY AREAS: (include but are not limited to) 

1. Manage the Monthly Outlook Process / Standard reporting Pack
• Download all basic reports from the various systems (Transcend / Financial Force / Salesforce / Hyperion Planning / HFM etc.)
• Prepare the Standard reporting pack based on the system reports covering Bookings, Revenue, Borrowed cost / Lent Credits / Natural expenses / HC workday report / Utilization etc.
• Review & Analysis of all the financial parameters
• Bookings
• HCs & Payroll 
• Outside contractor services
• T&E
• Other costs
• Borrowed cost by resource type (Own FTEs, OCS & GDC)
• Lent credits (Billable Projects & Investment Projects)
• Cost of Revenue & Margins
• Utilization
• Explain variances to Plan , Last Outlook and to Last Year
• Use of Business Objects and ERP tools for reporting and transaction processing
• Support management in presenting outlook and be able to comment on Plan, Outlook, risk related questions

• Line-of sight orders and revenue
• Expense analysis 

1. Manage the Annual Planning Process
• Support the planning process
• Prepare annual Plans & Budgets including:

• Order and revenue
• Expenses
• Headcount planning and validation of salary targets
• Determine calendarization and allocation methodologies with a quarterly focus
• Year-end backlog forecasts
• Reviewing and determining organization profit and cost centres
• Apply accounting changes
• Expense budget allocations – communicating allocations to the organisation 

1. Analysis of actual results for all components of the business to understand its current state from a financial perspective and support the business to develop action plans to meet financial commitments around Plan and the Outlook. 

1. Own & Manage the Hyperion Planning Process for AMS consulting Services, making sure all the Final OLs are available in the Hyperion
2. Prepare ad hoc analysis reports on specific management asks 

INTERRELATIONSHIPS 

• Work closely with the Regional Planning Teams / Business Teams on Outlook process and reporting and to understand strategic direction
• Work closely with Immediate Manager + Global Centralized team head to help them understand our business and any risks.
• Various Operational reports with a view to bring improvement
• Professional Services (PS) Business Operations Manager for PS understanding
• Regular contact and communication with Financial Ops Team

 EDUCATION 

• Bachelor qualifications in Finance, Business, Accounting, Economics or Management + CA/ ICWA/ MBA

 EXPERIENCE 

• 8+ years experience in finance roles such as Planning Analyst or Management Accountant or Fin Ops professional within a sales driven, customer focused organization.
• Experience gained within Business Consulting or IT industry would be advantageous
• Excellent communication skills
• Very good knowledge of MS Office (Word, Excel, PowerPoint), Business Objects and Hyperion

 COMPETENCE - the technical and personal attributes, knowledge, skills and abilities a candidate must possess in order to succeed in this position:

• Ability to demonstrate a strong business acumen
• Projects executive presence
• Attention to detail
• Strong financial analysis skills
• Excellent time management and ability to work under pressure
• Excellent English verbal communication and presentations skills
• Lateral thinker – ability to explore alternative avenues
• Proven decision-making capabilities
• Ability to interact and influence at all levels within Teradata
• Strong IT skills

 TYPE OF PERSON         

The type of person who will be successful in this role will: 

• Be a self-starter and able to work independently
• Highly proficient in MS Excel
• Knowledge of various tools (Business Objects , Sales-force , Financial Force , HFM , Hyperion Planning, Power BI etc Thrive on delivering a high level of customer service (internal and external) will be an added advantage
• Have a proven high level of dedication and commitment.
• Be results-oriented and driven.
• Demonstrate a level of responsibility for taking ownership of projects
• Display a proven ability to work under pressure
• Enjoy working in a team and communicates openly, directly and diplomatically
• Be comfortable in a dynamic environment & diverse culture
• Ability to work under pressure in a dynamic, transforming organization is a must

WORK ENVIRONMENT/CULTURE 

• Growth and profit driven culture
• Requires multi-tasking ability
• Continual change
• Competing priorities
• Learning/growth opportunities
• Cyclical work schedules
• Team-focused, supportive environment
• Interface with multiple levels of management
• Must be comfortable working with a team of high-level IT professionals.
• Success and ability is rewarded
• Opportunities exist for cross-training and career development.

 

CountryEEOText_Description: Why We Think You’ll Love Teradata We prioritize a people-first culture because we know our people are at the very heart of our success. We embrace a flexible work model because we trust our people to make decisions about how, when, and where they work. We focus on well-being because we care about our people and their ability to thrive both personally and professionally. We are an anti-racist company because our dedication to Diversity, Equity, and Inclusion is more than a statement. It is a deep commitment to doing the work to foster an equitable environment that celebrates people for all of who they are.

City: Pune

State: Maharashtra

Community / Marketing Title: Financial Planning Analyst

Job Category: Finance

Company Profile:

Our Company

At Teradata, we believe that people thrive when empowered with better information. That’s why we built the most complete cloud analytics and data platform for AI. By delivering harmonized data, trusted AI, and faster innovation, we uplift and empower our customers—and our customers’ customers—to make better, more confident decisions. The world’s top companies across every major industry trust Teradata to improve business performance, enrich customer experiences, and fully integrate data across the enterprise.

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Location_formattedLocationLong: Pune, Maharashtra IN