Lead, Financial Analysis (Business finance)

Jun 17, 2024
Jul 01, 2024
Work Mode
Full Time
Organization Type
Academia, Corporate
About [24]7.ai

[24]7.ai uses artificial intelligence, human insight, and deep vertical expertise to produce personalized, consistent, and satisfying customer experiences. The company's advanced conversational AI platform, combined with more than 20 years of contact center operational expertise, empowers the world's largest and most recognizable brands to deliver natural, frictionless conversations across all digital and voice channels.

No matter what industry, the measure of success is in the numbers. At [24]7.ai, we understand the challenges that are top of mind for customer-centric organizations-and we know how to deliver results. Our solutions and services are purpose-built to make an impact on the metrics that matter most: CSAT scores, revenue, and ROI. See what kind of measurable impact you can be a part of.

Our promise is to out-perform on every metric for our customers.

  • 70% Service Automation
  • 20%+ Cost Per Contact Savings
  • Commercial model aligned to customer value
  • 10+ year average customer tenure*
  • 97% CSAT
  • 150+ Enterprise customers

Our company DNA is based on 20 years of contact center experience with a cloud-native CCaaS platform powered by industry-leading conversational AI, over 173 patents and a fully managed CXaaS offering.

We are a global leader in technology, contact center operations and great place to work, recognized by industry analysts:

  • Leader in Forrester Wave for Conversational AI 2021
  • Leader in Ovum Intelligent Virtual Assistant 2021
  • Leader in Everest CXaaS 2021
  • India's Best Workplaces for Women 2021
  • Top 20 Best Places to Work for Women (Guatemala)
  • Philippines Best Employer Brand Award 2020

In addition to the above, reinforcing our company values is key.

At [24]7.ai, you will find a team of people who are passionate about using artificial intelligence, machine learning, and human intelligence to help some of the world's leading brands connect with their customers.

Job title : Lead, Financial Analyst (Business finance)

Brief About Role

As financial analyst you shall w.r.t assigned cost centres, own and manage budget, prepare annual budgets, periodic forecast, variance analysis, track risks and opportunities, headcount reporting and Management reporting. You shall work directly with business leaders, accounting for monthly closing process including accruals, reconciliations.

Work Location : Bangalore (Hybrid model)

Experience : 6 - 10 Years

Reporting to : Director, Finance

Work timings : 2:00 PM to 11:00 PM IST

Academic Credentials : B.com With CA / ICWA / CFA / MBA Finance / CA/CWA Inter, M.com, with other related professional qualifications.

Required Skills

This role requires a strong understanding of financial reporting, and accounting, good business acumen, and the ability to effectively communicate the recommendations that result from rigorous quantitative and financial analyses. Other requirements include the following:

  • 6 - 10 years' experience in highly quantitative financial roles with a demonstrated growth progression
  • Previous work experience in External reporting and/or Financial Planning and Analysis roles within the IT Services/Software industry is an advantage
  • Strong understanding of finance concepts and accounting principles
  • Should have worked closely with multiple BU heads and managed their budget end to end.
  • Self-starter with the ability to successfully build strong partner relationships as a trusted advisor at multiple levels.
  • Impeccable communication skills (verbal & written) is a must
  • Excellent time management, organizational, and follow-up skills and ability to multitask.
  • Attention to detail and strong follow-through
  • Advanced/expert technical skills in some or all the following: Microsoft Excel, PowerPoint, and financial and statistical modeling
  • Tech Savviness and experience in working or interfacing with ERP and SaaS tools will be an added advantage.
  • Well versed with experience in financial planning & analysis, Budgeting & Forecasting, Expense Reporting, Headcount reporting, MIS reporting, Executive management reporting (EMR), Variance analysis and Client Engagement.
  • Flexibility and be able to work with a diverse team across multiple geographies and time zones.

Key Responsibilities Include But Are Not Limited To

  • Drive and execute the development of the annual plan, quarterly and monthly forecast, and the close process.
  • Own and develop financial forecasts that accurately predict business performance; highlight key variances, opportunities, and issues to business leaders.
  • Support business leaders in daily operations and periodic financial and operational performance reviews; developing analysis around drivers, trends, opportunities, and share insights and recommendations through data.
  • Drive cost control measures coordinating with business leaders.
  • Define Key Performance Indicators for the business and manage reporting and analysis to track performance.
  • Monitor invoices booked though AP and provide for accruals / deferrals to present correct P&L
  • Monitor and track PR and POs. Work with stakeholders on committed costs like Open POs, open HC Requisitions, back fillings and PRs.
  • Take Initiatives on process improvements and recommend strong internal control measures
  • Continuously improve reporting frameworks, tools, and processes to ensure access to timely, accurate and actionable financial guidance.
  • Self-starter with the ability to work autonomously in a fast-paced environment while not losing sight of the broader vision and opportunity.
  • Perform other ad-hoc financial analyses needed by business leaders.

Does your profile matches to above JD and opportunity looks exciting Then look no further and share your resume to [HIDDEN TEXT]

About [24]7.ai Innovation Labs:

[24]7.ai is a global leader in conversational AI and Customer Experience. We make it simple for consumers to connect with companies to get things done.

[24]7.ai is redefining the way companies interact with consumers. Using artificial intelligence and machine learning to understand consumer intent, [24]7.ai's technology helps companies create a personalized, predictive and effortless customer experience across all channels. We provide customer engagement solutions for service and sales powered by a cloud platform that uses big data and predictive analytics to deliver business outcomes.

The world's largest and most recognizable brands are using intent-driven engagement from [24]7.ai to assist several hundred million visitors annually, through more than 2.5 billion conversations, most of which are automated and learn from each consumer experience. We have one of the best work environments in Bangalore. The result is an order of magnitude improvement in digital adoption, customer satisfaction, and revenue growth.

[24]7.ai Headquartered in San Jose, California, USA with R&D centres in the US, Canada, India, Australia and sales offices in the US, Canada, UK, and Australia.

For more information, visit: www.247.ai/company
Skills: headcount reporting , Forecasting, Erp, Saas, Powerpoint, Variance Analysis, Mis Reporting, Analysis, Financial Planning, Budgeting, Statistical Modeling, Client Engagement, Microsoft Excel

Experience: 6.00-10.00 Years