Financial Planning and Analysis consultant Job at HSO (Bengaluru)

Markets Financial Planning & Analysis, Senior Vice President

This role supports the stress testing processes for Markets businesses, includin...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bachelor’s degree in a quantitative discipline: Mathematics, Sciences, Economics, Management, and Statistics (Master’s degree in an analytical field is a plus)
7-9 years of work experience in financial services or management consulting
Strong understanding of risk management
Knowledge of the Markets industry is a plus
Strong understanding and hands-on experience with econometric and empirical forecasting models
Strong CCAR / DFAST/Stress Testing experience is preferred
Broad understanding of overall business model and key drivers of P&L
5+ years of experience in using analytical packages, datacube/Essbase, Tableau, MS Office (Excel, PowerPoint)
Vision and ability to provide innovative solutions to core business practices
Ability to develop partnerships across multiple business and functional areas

Job Responsibility

Quarterly stress testing process (CCAR, QMMF, Recovery Plan) deliverables for the Markets business
Associated governance activities (Manager Control Assessment, End User Computing, Activity Risk Control Monitoring and its Assessment Units)
Review and challenge existing models, and model outputs to identify areas of improvement relative to portfolio & macro-economic trends
Partner with Finance team to complete requests on financial planning & CCAR/DFAST results and increased integration of credit risk & PPNR results
Collaborate with Risk Modeling, Portfolio and New Account Forecasting, Data and Reporting teams
Create presentations with supportive analysis, storyboard results, and lead discussions with senior management, Lead Finance Officers, Independent Risk
required as part of the business review and effective challenge process
Establish and continually evolve standardized business and submission documentation
Coordinate with Global CCAR Office, drive centralized reporting requirements, and communicate with Auditors and Regulators
Partner with Risk and Finance organization to understand sources of data and continue to improve the process of defining, extracting and utilizing data

What we offer

Equal opportunity employment
Global workforce benefits
Reasonable accommodation for persons with disabilities.

Fulltime

Senior Manager, Corporate Financial Planning and Analysis

Location

Canada; United States

Salary:

148800.00 - 223200.00 USD / Year

Clio

Expiration Date

Until further notice

Requirements

7-10+ years of progressive experience in corporate FP&A, investment banking, private equity, or management consulting
Preference given to experience in private equity or investment banking
Preference given to proven track record of success in a high-growth SaaS environment, with an expert understanding of subscription revenue models, key SaaS metrics
Must be hands on, collaborative, detail-oriented, positive, highly organized, and able to multitask through a variety of periodically recurring activities as well as one-off projects
Ability to communicate clearly, timely, and effectively across all departments, particularly while collaborating with the Executive Team on a daily basis
Reliable and professional with strong accounting acumen, advanced financial modeling principles, broad knowledge of business operations, and ability to think outside the box
Experience handling sensitive financial information with a high level of discretion
respect for privacy and appropriate levels of access
Strong familiarity with Excel and its use in developing financial models
Growth mindset when it comes to process improvement and new technologies, especially AI

Job Responsibility

Responsible for investor relations (IR) including reporting, financial modeling, and communication
Provide market intelligence and benchmarking analysis for internal and external financial modeling purposes
Own the process, reporting and analytics for corporate capital projects
Lead all aspects of consolidated P&L reporting
Oversee the monthly close process, maintaining alignment with Accounting and FP&A business partners to ensure accurate company-wide financial statement reporting
Provide guidance and insight to deliver a cohesive, complete, and actionable financial narrative
Drive the monthly, quarterly, and annual planning cycles — bringing past experience to help scale our systems and tools, create more durable planning processes and timelines, and ensure continued accuracy and deeper analysis in each cycle
Oversee the preparation of analysis, commentary, and presentation materials for Board of Directors, and other Executive-level reviews
Execute and/or delegate recurring and ad-hoc analyses and special projects as requested by our CFO and Finance Leadership team
Lead and coach a team to continue to improve and expand their impact on the FP&A team

What we offer

Competitive, equitable salary with top-tier health benefits, dental, and vision insurance
Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, and Dublin) to be in office minimum 2 days per week on our Anchor Days
Flexible time off policy, with an encouraged 20 days off per year
EAP benefits for you and household members, including counseling and online resources
401k matching and Child Education Savings
Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years

Fulltime

Consultant – Finance Systems (Planning & Reporting)

As a Professional Services Consultant, you’ll implement insightsoftware’s Budget...

Location

Thailand , Bangkok

Salary:

Not provided

insightsoftware

Expiration Date

Until further notice

Requirements

3+ years’ experience in Financial Planning & Analysis, Financial Consolidation, EPM consulting, or ERP finance process experience (budgeting, forecasting, planning, or consolidation)
Background in Accounting, Finance, or Management Information Systems
Strong financial modelling and advanced Excel skills
Excellent written and verbal English communication
Ability to bridge finance language and technical configuration
Collaborative, detail-oriented, and eager to learn new tools such as JustPerform

Job Responsibility

Understand customer data flows and processes around budgeting, planning, and financial consolidation
Analyze business requirements and design maintainable, scalable solutions
Configure, implement, and test customer solutions
Integrate EPM systems with ERP or other enterprise data sources
Demonstrate and communicate the business value of insightsoftware solutions
Collaborate cross-functionally with project managers and technical teams
Build and nurture strong customer relationships through clear communication and delivery excellence
Achieve target billable utilization within 6 months

What we offer

Opportunity to become an EPM specialist through structured training and mentorship
Work with global finance transformation projects while based in Thailand or Vietnam
Flexible hybrid work (80% remote) with occasional client visits
Collaborative, high-performance culture that values initiative and continuous learning

Consultant – Finance Systems (Planning & Reporting)

As a Professional Services Consultant, you will be implementing insightsoftware’...

Location

Vietnam , Hanoi

Salary:

Not provided

insightsoftware

Expiration Date

Until further notice

Requirements

3+ years of experience in Financial Consolidation, Planning & Analysis, or relevant finance domains
Solid understanding of financial processes and accounting standards
Strong financial modelling and analytical skills
Experience working with customers or stakeholders in a finance/consulting capacity
Excellent problem-solving and troubleshooting ability
Ability to manage multiple tasks and competing priorities in a fast-paced environment
Proficiency in Microsoft Excel and familiarity with Corporate Performance Management tools (e.g., Anaplan, OneStream, CCH Tagetik, Oracle EPM)
Understanding of multidimensional modelling concepts (dimensions, hierarchies, objects, etc.)
Understanding of ERP financial modules
Strong communication skills and ability to explain technical concepts in business terms

Job Responsibility

Understand customer data flows and processes across budgeting, planning, and financial consolidation
Analyze business requirements and help design maintainable customer applications
Use your knowledge of Financial Consolidation or Financial Planning & Analysis to deliver insights and support customer decision-making
Set up, configure, implement, and test components of the solution
Integrate our products with customers’ ERP systems and relevant data sources
Execute tasks within an implementation plan independently or with guidance from a Project Manager
Accurately track your project time and deliverables
Demonstrate the value and benefits of insightsoftware solutions to customers
Build strong customer relationships and ensure customer needs are understood and met
Collaborate with cross-functional team members to develop and deliver innovative solutions

SAP Analytics Cloud (SAC) Planning Consultant

We are seeking a skilled SAP Analytics Cloud (SAC) Planning Consultant to suppor...

Location

United States , Woodbridge

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Strong experience in SAP Analytics Cloud (SAC) Planning with a proven track record of successful implementations
Hands-on expertise in Revenue Planning, Cost Planning, and P&L Planning using SAP SAC
Experience working with S/4HANA CDS views and integrating data into SAC
Proficiency in creating planning and analytical models, reports, and variance analysis dashboards
Knowledge of data actions, cross-model copy functions, and advanced formula scripting
Strong experience in financial planning, budgeting, and forecasting processes
Ability to lead technical teams and drive discussions with business stakeholders
Excellent documentation and communication skills for requirement gathering and sign-off processes
Experience in workflow management using SAC calendar functionalities
Ability to train end-users and create user-friendly training documentation

Job Responsibility

Lead end-to-end implementation and enhancement of SAP SAC planning solutions
Work closely with FP&A teams to gather business requirements and align planning logic with organizational needs
Develop and optimize revenue, cost, and P&L planning models, ensuring accuracy and efficiency
Oversee data integration with S/4HANA and other source systems to enable seamless planning processes
Implement advanced data actions, workflows, and automation to streamline financial planning and forecasting
Provide technical leadership to the development team and ensure best practices in SAC modeling and calculations
Drive system go-live, hyper-care support, and user training to ensure successful adoption
Identify opportunities for continuous improvement, propose system enhancements, and document key learnings

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Senior Manager, Financial Planning & Strategy - Sales & Pipeline

The Financial Planning & Strategy (FP&S) team at Checkr provides financial insig...

Location

United States , San Francisco

Salary:

192000.00 - 226000.00 USD / Year

Checkr

Expiration Date

Until further notice

Requirements

8+ years of progressive experience, including 4+ years covering sales and pipeline
foundational experience in investment banking, private equity, or management consulting preferred
experience with consumption-based business models
demonstrated success driving sales strategy, planning, and performance management
expert-level modeling ability, translating complex business drivers into clear frameworks
strong executive presence with proven ability to provide clarity and partner with stakeholders at all levels
experiences with Salesforce, BI tool (ie. Looker), and SQL
experience in identifying business insights through analysis
have a hustler mindset
thrive in an environment where you will be asked to own an ambiguous project that you have not done before

Job Responsibility

serve as the lead strategic finance partner to our VP of Sales and their leads
proactively create, drive, and partner on strategic initiatives that drive step-function growth of our business
drive a considerable portion of our long-range and annual planning processes, including driving the quota-setting process, AE capacity, and tops-down pipeline targets
build the strategic plan that positions us to accomplish our goals
own recurring reporting and forecasting that provide a fundamental understanding of our Sales & Pipeline drivers and actionable insight into opportunities to improve business performance
define and evolve KPIs that best measure our business performance
collaborate with our Data Analytics team to build predictive and automated analytics
develop investment frameworks and drive decisions to determine how we scale our Sales business
define how we measure ROI and sales productivity
team management with support of 1 dotted-line Sr. Analyst

What we offer

a fast-paced and collaborative environment
learning and development allowance
competitive cash and equity compensation and opportunity for advancement
100% medical, dental, and vision coverage
up to $25K reimbursement for fertility, adoption, and parental planning services
flexible PTO policy
monthly wellness stipend
home office stipend
in-office perks including lunch four times a week, a commuter stipend, and an abundance of snacks and beverages

Fulltime

Capital Planning Policy Analyst

Capital Planning and Management organizes and manages the enterprise’s capital p...

Location

United States , Charlotte; Tampa

Salary:

100000.00 - 150000.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

5+ Years relevant experience
Prior experience in managing highly visible, complex initiatives and/or consulting experience
Capable of diving into details, while bringing a strategic add big picture perspective
Deep expertise in control environment and associated systems and tools of a large financial institution
Highly developed analytical and problem-solving skillset, and demonstrated ability to work with stakeholders across a large financial institutions
Experience with and confidence in delivering presentations to senior management
Strong organizational and follow-up skills and the ability to multi-task effectively in a highly dynamic environment
Excellent oral and written communications skills
must be articulate and provide direction with judgement and authority to enable effective validation with senior stakeholders.
Knowledge of the financial services industry and technology

Job Responsibility

Provide strategic support and execution for the Capital Policy and Management Function
Manage tasks and responsibilities associated with the planning, directing, coordination and support of day-to-day activities relating to Citi's capital policy documents and related projects/initiatives
Help operationalize controls associated with and in support of Citi's capital policy documents.
Create or update policy, standards, procedures and applicable controls and supporting process documents
Engage in management activities, such as strategic initiatives, planning, execution and issue closures
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages
planned time off (vacation)
unplanned time off (sick leave)
paid holidays

Fulltime

Founding Value Consultant

Intercom is seeking a Founding Value Consultant to elevate how we quantify, arti...

Location

United States , Chicago

Salary:

226125.00 - 270094.00 USD / Year

Intercom

Expiration Date

Until further notice

Requirements

5+ years in value consulting, management consulting, sales engineering, or a similar role, ideally in SaaS with AI experience
Strong understanding of financial modeling, ROI analysis, and executive communication
Clear, concise communicator who can simplify complex ideas for senior audiences
Experience working with cross-functional teams, especially Sales, Customer Success, and Product Marketing
Curiosity about how AI is reshaping customer support—and a desire to help companies adopt it in practical, measurable ways
Proof of eligibility to work in the United States

Job Responsibility

Leading Strategic Value Engagements
Run discovery sessions and workshops with prospective and existing customers to surface priorities, quantify metrics that matter, and build compelling business cases
Craft ROI analyses, TCO comparisons, and scenario-based models that accelerate sales cycles and increase deal size
Participate in executive meetings to deliver clear, credible value narratives that resonate from operational stakeholders to the C-suite
Value Realization & Impact Tracking
Develop frameworks to benchmark adoption KPIs and measure ROI post-implementation
Partner with Sales and Customer Success to embed value planning into onboarding, QBRs, and renewal conversations
Create a library of customer outcomes and success stories to amplify Fin’s impact
Report on the impact of Value Engineering initiatives internally, providing insights and data to inform strategic decision-making
Collect and analyze case studies with measurable ROI metrics, mapping them to our ROI models

What we offer

Competitive salary and meaningful equity
Comprehensive medical, dental, and vision coverage
Regular compensation reviews - great work is rewarded!
Flexible paid time off policy
Paid Parental Leave Program
401k plan & match
In-office bicycle storage
Fun events for Intercomrades, friends, and family!

Fulltime

Financial Planning and Analysis consultant

HSO

Location:
India , Bengaluru

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 01, 2026

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