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Financial Advisor in Ahmedabad, Gujarat

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Financial Advisor

TTEC Ahmedabad, Gujarat, India (Onsite) Full-Time

JOB TITLE : Financial Advisor
What you’ll be doing : 
Under general supervision, this position will be responsible for planning, forecasting, and reporting client profitability.  The role also requires that all new business is added to their portfolio correctly and managed following the same process.  The successful candidate will need to work independently across multiple internal groups and teams to get the data required to finalize their client profitability models.  The successful candidate will demonstrate a willingness to learn the industry and how TTEC oversees their business to ensure they model accurately.  Candidates must have strong problem solving capabilities to think outside of the box and the ability to adapt and overcome through different types of obstacles.  The candidate must demonstrate good communication skills, both written and spoken.
What you’ll bring to us : 
•    Willingness to learn the business and use that knowledge to identify variances in operational and financial performance and research root cause with your operations partners and other teams involved in delivering to our clients.
•    Ability to understand financial goals and targets and leverage your skills to ensure the variance between actual operational and financial results are within those goals and targets. 
•    Works with business leaders to strategize and model operational delivery that drives improvement in the business to achieve targeted results. 
•    Responsible for communicating financial and business results, future risks and opportunities to the Finance team, Finance management, Executives and Managers, and other internal customers.
•    Ability to prioritize work, plan ahead, and manage timelines to meet or exceed deadlines.  Ability to communicate status of work, projects, and ad hoc efforts in a timely fashion both written and verbally.
•    Ability to work in a matrixed organization where you will work with peers that are at, below, and above your role and/or skill set.
•    Responsible for maintaining and implementing Excel based complex forecasting models to help predict and model company revenue and expense by client and line of business.  These models are multi-variable month base Excel based models.
•    Ability to manage annual, quarterly, monthly, and weekly reporting between forecast models and actuals results across multiple clients and lines of business.  Willingness to work across multiple teams to capture all the data necessary to report accurately for each reporting period.
•    Ability to be consistent and follow modeling, file, and naming conventions.  Ability to document your work effort weekly for status reporting to management.
•    Ability to recognize when a model, process, or approach is not efficient or is broken.  Ability to design the solution, including gaining agreement from your business peers and then implement the solution.  In situations where the problem is too large to resolve yourself, ability to communicate the problem and participate in the solution.
•    Willingness to manage/coach one junior financial analyst that supports your portfolio, but manages a smaller number of clients and forecasting models.
•    Willingness to take an Excel based modeling test as part of the application process.
 What skills you’ll need :
•    Must have experience in Excel based Financial Planning and Analysis (FP&A). Minimum 4 years’ experience preferred.
•    Prior experience in business process outsourcing (BPO) industry or similar industry preferred.   
•    Experience in pricing and/or business case modeling a benefit, especially Excel based modeling.
•    Ability to communicate at different levels both written and spoken.
•    Demonstrated experience in Hyperion Essbase. 
•    Must have a successful track record in planning long-term strategic plans and meeting established milestones. 
•    Should be informed on current industry trends and technologies to keep business unit on leading edge. 
Who We Are :
Our business is about making customers happy. That’s all we do. Since 1982, we’ve helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology. On behalf of many of the world’s leading iconic and disruptive brands, we talk, message, text and video chat with millions of customers every day. These exceptional customer experiences start with you. TTEC is proud to be an equal opportunity employer. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams. We strive to reflect the communities we serve by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued and comfortable being their authentic selves at work. As a global company, we know diversity is our strength. It enables us to view projects and ideas from dierent vantage points and allows every individual to bring value to the table in their own unique way.
About the company :
We are a leading global customer experience technology and services company focused on the design, implementation, and delivery of transformative customer experience for many of the world’s most iconic and disruptive brands. We deliver outcome-based customer engagement solutions through TTEC Digital, our digital consultancy that designs and builds human centric, tech-enabled, insight-driven customer experience solutions for clients and TTEC Engage, our delivery center of excellence, that operates customer acquisition, care, fraud prevention and detection, and content moderation services. Founded in 1982, our employees operate on six continents across the globe and live by a set of customer-focused values that guide relationships with clients, their customers, and each other.

 

 

 

 

Employment Requirements : TTEC requires all employees hired in the India to successfully pass a background check including employment credentials, education, permanent and current address verification and if applicable, immigration and work permit documentation as a condition of employment. Depending on location and client program, a drug test may also be required as a condition of employment. TTEC is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. You will be asked to share with TTEC as well as its representatives, all such personal information that it may require to conduct such background verification and also agree to TTEC and its representatives collecting and storing such personal information and transferring the same, whether in India or abroad.

Recommended Skills

  • Adaptability
  • Business Process Outsourcing
  • Coaching And Mentoring
  • Curiosity
  • Finance
  • Financial Management

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