Job Description
Position: Financial Analyst
Direct Reporting Line: Financial Planning & Analysis Manager
Functional Reporting Line: Financial Planning & Analysis Manager
Dept/Business Unit: Finance/Proserv Controls
Location: India
Company Overview
Proserv is an industry-leading controls technology company with an extensive brand heritage reaching back
60 years. We operate in over 60 countries worldwide, working from 14 global sites. By combining technical
ingenuity with design, engineering, manufacturing, and field service expertise, we create innovative
solutions that can be applied to standardized systems.
Our people are fundamental to the success of our organization and remain at the heart of our
achievements. At Proserv, we aim to develop our business around a valued and motivated workforce that
encourages personal development and allows our people to flourish and realize their fullest potential.
Role Synopsis
The Financial Analyst will report directly to the FP&A Manager and will assist in the delivery of the key
department’s responsibilities listed below.
The Financial Analyst provides financial data analysis support to the FP&A manager and finance leadership
team, closely working with Site Finance and Business leads.
The role requires a dedicated individual who is looking to develop financial reporting and analysis and cross-
functional skills by interacting with a variety of functions.
Key Accountabilities (includes, but is not limited to the following)
• Management Reporting
o Prepare month-end management reports with consolidated output data from ERP systems for
the FP&A manager’s further review & analysis.
o Support FP&A manager with group reconciliation & analysis of;
▪ Working capital
▪ Revenue/Margin by project & product line
▪ Direct cost, absorption/utilization, SG&A
▪ Bookings and Backlog
o Coordinate with Site Finance managers to consolidate detailed explanations over P&L and
Working Capital variances vs forecast/budget etc.
1
o Partner with other Finance functional areas to problem solve any consolidation issues resulting
from month-end activities.
o Continual process improvement focused on reducing manual adjustments and processing time
whilst increasing the accuracy of month-end close.
• Budgeting & Forecasting
o Support FP&A manager with P&L and Working Capital template & financial modeling updates
for quarterly forecast, annual budget, and strategic multi-year plans.
o Support Group Finance team with Forecast Consolidation in ERP system and validate output
data with finance leads.
o Support FP&A manager and ERP team with enhancement/development of key forecasting
tools.
• Financial Analysis & Value Creation
o Support FP&A Manager in identifying any opportunities to automate, streamline and
harmonize reporting requirements.
o Perform analysis that identifies value creation opportunities across the business.
o Perform Gross Margin analysis by Sites, Project Margin analysis by Product families, and other
analyses to track performance and identify business opportunities.
o Perform various forecasting, trend lining, and other analysis to predict yearly performance and
long-term view.
o Dive deeply into financial data and become a subject matter expert to provide additional
insights.
o Support FP&A manager with the creation of effective and standard financial modeling
templates and Power BI dashboards across global Sites.
• Perform any other delegated responsibilities as instructed by Line Management within the timeframe
specified safely and efficiently to meet business requirements.
Compliance Requirements
Proserv has a Business Ethics Policy (‘the policy’) which guides all employees in their day-to-day roles as well as
helps you and the business comply with the law at all times. The incumbent must read, understand, and comply
with, at all times, the policy along with all other corresponding policies, procedures, and directives.
QHSE Responsibilities
• Demonstrate a personal commitment to Quality, Health, Safety, and the Environment
• Apply Proserv, and where appropriate Client Company’s, Quality, Health, Safety & Environment Policies
and Safety Management Systems
• Promote a culture of continuous improvement, and lead by example to ensure company goals are
achieved and exceeded
2
Qualifications
Education
Preferred
• Finance & Accounting or business degree
Skills & Experience
Experience
Essential
• 2-4 years of professional experience in financial reporting and data analysis, preferably within a
manufacturing or services company with global operations.
• An ability to perform extensive variance analysis, flag disconnects, and package data/information for
additional analysis and resolution.
• Experience with reconciliation work, specifically in performing reconciliations when the source
information/data is scattered across various files/systems.
• Very strong Excel skills including experience with financial/operational model building, pivot tables, and
advanced formulas.
• Experience working with enterprise financial management systems, specifically Microsoft Dynamics AX.
• Committed, detail-oriented, self-starter with strong problem solving and interpersonal skills
• Work well under pressure and under challenging deadlines in a fast-paced organization.
• Outstanding verbal and written communication skills with an ability to clearly and accurately convey
complex metrics and analysis to internal teams and stakeholders.
• Flexible approach requiring the ability to support international operations across multiple time zones
and a variety of cultures.
• Strong MS Office skills.
Declaration
I declare that I have read, understood, and accept the contents of the above job description, which I am
required to undertake.
Signature: Date:
Name in Capitals:
