Specialist, FP&A

Description

Job Title :

Financial Planning & Analysis (K1) Specialist

Job Code : Job Summary :

The Financial Planning & Analysis (FP&A) Specialist is responsible for providing in-depth support to the business through budgeting, forecasting, and variance analysis of expenses, revenues, and Assets Under Management (AUM). You will work closely with FP&A counterparts to identify the financial drivers impacting business performance and ensure alignment with organizational objectives. The role also entails monitoring daily and monthly deadlines, managing client relationships, and leading training and transformation projects aimed at process simplification, standardization, and automation.

Key Responsibilities :

• Business Collaboration : Work with FP&A counterparts to gain insights into business aspects affecting expenses, revenues, and AUM.
• Budgeting & Forecasting : Assist in the budgeting process and analyze forecast data, providing a detailed variance analysis of month-on-month performance, comparing against budget, forecast, and prior actuals at the General Ledger (GL) level.
• Deadline Management : Ensure all tasks are completed on time as per agreed client deadlines, and proactively communicate any delays or limitations.
• Client Communication : Address and resolve client queries and ad-hoc requests independently while providing actionable solutions to improve daily operations.
• Training & Mentorship : Lead and organize training for new joiners, continuously update process documentation (SOPs), and drive training for new client-driven projects.
• Process Improvement : Spearhead internal team projects that focus on process transformation, simplification, and automation to enhance efficiency.
• Procedure Review : Regularly review and update process procedures and ensure they reflect any new changes.
• Continuous Improvement Projects : Actively participate in projects under the supervisor’s guidance that aim to improve processes and deliver better outcomes for clients.

Core Competencies :

Key Attributes :

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Yes

Workplace Model

At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office.

Why Invesco

In Invesco, we act with integrity and do meaningful work to create impact for our stakeholders. We believe our culture is stronger when we all feel we belong, and we respect each other’s identities, lives, health, and well-being. We come together to create better solutions for our clients, our business and each other by building on different voices and perspectives. We nurture and encourage each other to ensure our meaningful growth, both personally and professionally.

We believe in diverse, inclusive, and supportive workplace where everyone feels equally valued, and this starts at the top with our senior leaders having diversity and inclusion goals. Our global focus on diversity and inclusion has grown exponentially and we encourage connection and community through our many employee-led Business Resource Groups (BRGs).

What’s in it for you?

As an organization we support personal needs, diverse backgrounds and provide internal networks, as well as opportunities to get involved in the community and in the world.

Our benefit policy includes but not limited to :

In Invesco, we offer development opportunities that help you thrive as a lifelong learner in a constantly evolving business environment and ensure your constant growth. Our AI enabled learning platform delivers curated content based on your role and interest. We ensure our manager and leaders also have many opportunities to advance their skills and competencies that becomes pivotal in their continuous pursuit of performance excellence.

To know more about us

About Invesco : About our Culture :

About our D&I policy :

About our CR program :

Apply for the role @ Invesco Careers :