FP&A Support Associate

About the Role

Associate National Tax CBS FIN FP&A Account Support in Mumbai.

Key Responsibilities

• Client set-up/Client acceptance
• Business Development research on potential clients
• Background research on client for code setup
• Setting up new clients in Mercury OMS and PACE
• Filling and submitting OMS form
• OAR approval for engagements
• Submission of ICD Form and follow-up for approvals
• Engagement acceptance
• Filling PACE forms
• Checking Markups/conflicts
• Obtaining clearance from GCSP/CSP/Audit Partner on Channel conflict/allowable services
• Drafting ELs/SOWs/MSAs/PSMs/Acknowledgement agreements/Fee side letters
• Managing engagement life cycle in Mercury
• Engagement set-up: Setting up engagement code, updating GST details
• Verifying PSMs from EY overseas offices and suggesting changes
• Monitoring WIP / AR status
• Follow-up with engagement team for write off/reversal
• ERP, WIP & Unbilled OPEs adjustments
• Closure of Code and follow-up for code closure
• Subcontracting to other SSLs / issuance of Work order
• Invoicing: Raising draft/final invoice, invoice reversal/re-issue, raising foreign office invoices
• Verifying SEZ documents for SEZ billing
• Follow-up with client/foreign office for collection
• TDS follow-up and reconciliation
• Tax Convention Forms
• Making overseas payments through OPRS requests
• BRET compliance
• Compliance with Procurement process for third-party services
• Creation of EYI-MD workspace and basic document upload
• Uploading ELs on GEAR
• Preparation of Reports: Daily/monthly reports preparation & analysing, preparing weekly reports (Cost Analysis MIS, Actual vs Budgeted)
• Weekly tracking of BU Revenue, Utilization, AR & WIP for respective locations

Qualifications

• Bachelor of Commerce
• Bachelor of Business Administration
• Master of Business Administration
• Master of Commerce

Skills and Attributes

• Ability to work in a collaborative manner
• Practical approach to solving issues and complex problems
• Agile, curious, mindful, and able to sustain positive energy
• Adaptable and creative in approach