Financial Planning and Analysis Professional

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Job description

Who is Kore.ai?

Kore.ai, created to help people work and engage digitally in a simpler and more conversational way, is a pioneer in shaping how intelligent bots interact with the modern via a conversational dialogue. Kore's enterprise grade Conversational AI Platform is the only end-to-end cloud or on-prem PaaS for designing, building, testing, and hosting smart, speech-enabled bots for use in any channel, including text and e-mail, in a website or mobile app, and on popular messaging and collaboration platforms such as Facebook, Skype, Slack and Kore's own Messaging app.

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ROLE / TITLE: Financial Planning and Analysis Professional

The Financial Planning & Analysis (FP&A) role requires extensive data reconciliation & consolidation, as well as variance analysis. Additionally, coupling the use of scenario and sensitivity analysis to forecast possible outcomes and using this theoretical information to create key metrics for monitoring.

RESPONSIBILITIES:

• Achievement-driven professional with a strong record of contributions in streamlining finance operations, invigorating businesses, heightening productivity, improving systems & procedures.
• Preparation of standalone Financials as per US GAAP & ratio analysis (Revenue, cost, common size), restatement of intercompany accounts & recording intercompany eliminations.
• Evaluating performance through preparation of comprehensive variance report comparing Actuals vs. budget vs Latest Estimates for line items. Budget allocation to spend report, opportunity costs.
• Global Head Count (HC) Report - Report to include current additions, campus hires, exits, relocation, internal transfers, resigned & serving notice. Comparison of actual & current recruitment pipeline vs. budget HC. Details for additional demand analysis by dept. & approval from functional heads. Projected HC vs. Budgeted HC (count & payroll cost).
• Cash flows - Presentation to top management weekly under direct method. Includes entity wise preparation of BRS, native & functional currency cash flows, forex restatement, payroll projections based on joining pipeline, capex and opex projections based on PO pipeline from procurement team.
• Customer contracts Summary - New contracts captured with number of sessions and license revenue, used in preparing deferred revenue & Billability of expenses schedule contract wise, maintaining PLG tracker.
• Capex Forecast - Entity wise, location wise capex actuals, projections (procurement pipeline) are compared with budget numbers & latest estimates.
• Revenue Projections & Project wise profitability - Forecast basis service orders, T&M vs Fixed Bid, Cost Allocation basis allocable hours (Offshore non-billable hrs., bench cost, regional & central OH allocation, commissions, cost curves, etc.), Travel cost allocation, project wise Gross Margin.
• Tracking Exceptional approved projects to identify unrecognized revenue & publish it to top management enabling them to direct PM's & execute CR's.
• Annual Operating Plans, Rate Cards for new projects, Resource Utilization reports, Resource Allocation Project wise, Proof of Completion reports based on E1 estimates, SOW Revenue, past & current billable efforts, etc.

LOCATION - Orlando, FL

MUST HAVE SKILLS

• KPI Dashboards showing metrics for revenue, cost, profitability.

• Preparation of revenue, employee, expense budget schedules, monthly spend analysis, variance analysis, quarterly budget review, quarterly rolling budget.
• Product vs. Services cost analysis - Analysis of platform vs. delivery verticals cost after allocation of support cost.
• Revenue Projections

OTHER SKILLS WE'D APPRECIATE

• Working on Power BI's, tableau & VBA (Macro) at operational level would be an added advantage.
• Creating budget models for Board, investors, top management as per requirements.

EDUCATION QUALIFICATION:

• Bachelors in Accounting/Finance related field.