Job Description

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Position Title, Responsibility Level
Business Delivery and Financial Analyst
Function
Life and Annuity Platforms
Reports to
Assistant Vice President
Permanent/ Temporary
Permanent
Span of Control
Manager
Location
Noida
We are seeking a highly motivated and detail-oriented professional to join our Life Platforms Strategy Office. In this role, you will play a key part in synthesizing project delivery data (resource, financials and schedule) to provide key insights and represent them in an impactful way via KPI dashboards, PowerPoint presentations etc. You will also conduct market research as needed to guide our sales pipeline.
Basic Function

• Strategic Planning & Execution
• Support the development and execution of annual and long-term business unit strategy plans.
• Collaborate with cross-functional teams to align strategic goals with operational execution.
• Proactive analysis and alerts on business health by tracking objective key results
• Ensure data is gathered timely and accurately from multiple teams
• Resource and Delivery Analysis
• Analyze delivery projects and the team composition
• Track overall status of projects and resources
• Partner with delivery and project managers/PMO to gather data for delivery performance
• Financial Analysis & Business Modeling
• Analyze business unit financials, identify trends, and provide actionable insights.
• Build and maintain financial models to support strategic decisions and investment cases.
• Partner with Finance to track KPIs and budget performance.
• Data Reporting & Dashboarding
• Analyze complex data sets to draw meaningful conclusions and present findings to key stakeholders.
• Create visually compelling presentations that communicate strategic recommendations effectively.
• Design and maintain dashboards to monitor key operational and strategic metrics.
• Automate and streamline reporting processes for efficiency and accuracy.
• Market Analysis
• Review and interpret market research reports, industry publications, and competitor analysis.
• Identify emerging trends, market shifts, and innovation opportunities relevant to the business unit.
• Conduct gap analysis to assess current business performance against market benchmarks.
• Provide actionable insights and strategic recommendations to leadership.
• Creative Problem Solving and deriving Actionable Insights
• Bring a creative, out-of-the-box mindset to solve business challenges.
• Propose innovative ideas and frameworks to improve business performance and reporting.
• Provide meaningful insights to senior leadership for optimal business decision making

Essential Functions

• Strong organizational and multitasking abilities.
• Excellent communication and negotiation skills.
• Proficiency in JIRA and Microsoft Office Suite.
• Excellent ability to drive discussions and track items to closure
• Ability to work under pressure and meet tight deadlines.
• Strong attention to detail and accuracy.
• Excellent problem-solving skills.
• Experience in the software delivery industry.
• Familiarity with agile project management methodologies.

Primary Internal Interactions

• Life and Annuities Platform Leadership
• Project Managers
• Finance and Financial Planning and Analysis teams
• Client Partners

Primary External Interactions

• None

Organizational Relationships
Reports To : ASSISTANT VICE PRESIDENT Supervises : N/A
Skills
Key Skills
Required Skills

• Clear oral and written communication
• High attention to detail
• Ability to work under indirect supervision
• Flexible in a fast-paced dynamic environment with shifting roles and responsibilities
• Highly motivated and is at ease with handling or managing multiple workstreams at any one time
• Ability to work independently and collaboratively in a fast-paced environment.
• Excellent analytical, communication, and storytelling skills.

• Strong proficiency in the following:

• Excel for number crunching
• PowerPoint for presentations
• Data visualization tools (e.g., Power BI, Tableau).
• Experience with SQL, Python, or other data tools is a plus.

Process Specific Skills

• Good understanding of implementation projects, SDLC, agile practices, hosting, deployments
• Excellent understanding of how financials are derived for delivery projects would be ideals (Revenue, COGS, BOI, Margin etc)

Soft skills (Desired)

• Good listening and consultative skills.
• Good communication to be able to drive meetings with stakeholders and articulate action items

Soft Skills (Minimum)

• Good analytical skills.
• Excellent communication skills- oral and verbal
• Strong Team player & ability to build & sustain the team
• Excellent ability to follow through items for which data is required or needs to be corrected

• Effective interpersonal skills and collaborative management style to include teamwork and team building ability
• Craft agendas to drive meetings, document action items and diligently follow up on their closure

Education Requirements

• Bachelor's degree in Business, Finance, Economics, Engineering, or related field (MBA preferred).

Work Experience Requirements

• 6-8 years of total experience in software service industry, with a minimum of 4 years experience in strategy, business planning, financial analysis, project management or MIS roles.

If you are passionate about strategic planning, have the ability to review data sets and condense it to meaningful insights for delivery, and thrive in a collaborative environment, we invite you to apply for this exciting opportunity in our Strategy Office.
Annexure:
Acknowledgement (acknowledge that the information contained in this document is factual and complete)
Candidate Supervisor/Manager Date