Website:
epitria.com
Job details:
We are seeking an experienced Senior Financial Analyst (FP&A) to support budgeting, forecasting, financial planning, and business performance analysis within a fast-paced global organization. The ideal candidate will have strong analytical capabilities, experience supporting US-based operations, and a proven ability to partner with business leaders to drive strategic decision-making and operational efficiency.
This role offers the opportunity to work closely with leadership teams while contributing to finance transformation, process automation, and AI-enabled initiatives.
Must have CA Intermediate. Prior experience in IT Staffing is strongly preferred; IT Services/Technology Services experience will also be considered.
Work Schedule: US EST shift (4:00 PM – 1:00 AM IST)
Location: Work from office, Noida
Joining Requirement: Immediate joiners
Key Responsibilities
- Lead annual budgeting, forecasting, and long-term financial planning activities.
- Prepare and analyze monthly financial results, identifying trends, variances, and key business drivers.
- Develop executive dashboards, KPIs, scorecards, and management reporting packages to support informed decision-making.
- Build and maintain financial models to evaluate business performance, growth opportunities, profitability, and investment decisions.
- Analyze revenue, gross margin, utilization, headcount, and other operational metrics to provide actionable insights.
- Collaborate with business and leadership teams to improve financial performance and operational effectiveness.
- Support strategic planning initiatives, business reviews, and executive-level presentations.
- Drive continuous improvement of reporting, forecasting, and financial analytics processes through automation and technology.
- Participate in finance transformation initiatives leveraging AI, analytics, and workflow optimization tools.
- Identify opportunities to improve scalability, efficiency, and reporting accuracy through platforms such as Zoho, QuickBooks, and other business intelligence solutions.
Required Qualifications
- 7+ years of progressive experience in Finance/FP&A, with strong hands-on experience in budgeting, forecasting, financial analysis, and business planning.
- At least 3 years of experience in IT Staffing is strongly preferred. Candidates with relevant experience in IT Services, Technology Services, SaaS, Consulting, Professional Services, or similar industries will also be considered.
- Experience supporting US-based business operations and stakeholders.
- Strong expertise in budgeting, forecasting, variance analysis, financial modeling, and management reporting.
- Advanced Microsoft Excel skills, including Pivot Tables, XLOOKUP/VLOOKUP, Power Query, and financial modeling.
- Strong analytical, problem-solving, and communication skills with the ability to interact effectively with senior leadership.
Preferred Qualifications
- Experience with Zoho Analytics, Zoho One, QuickBooks Enterprise, QuickBooks Online, Power BI, Tableau, or similar reporting platforms.
- Familiarity with accounting systems, process automation, digital transformation, and AI-enabled business processes.
- Experience leveraging AI tools such as ChatGPT, Microsoft Copilot, Gemini, Claude, or similar technologies to improve productivity and reporting.
- Demonstrated success driving process improvements, workflow optimization, and operational efficiencies.
- Ability to thrive in a dynamic, growth-oriented, and collaborative environment.
Click on Apply to know more.
