Associate

About the Role

As an Associate in Financial Planning and Analysis (FP&A) at Taxquity Advisors, you will support periodic financial analysis, month-end activities, financial reporting, budgeting, forecasting, and business-specific reporting. You will work closely with senior team members, finance business partners, and business controllers to ensure accurate, timely, and high-quality financial outputs.

Key Responsibilities

• Support month-end close and financial reporting activities, ensuring deliverables are accurate and completed within agreed timelines.
• Prepare and distribute standard financial reports, dashboards, management reports, and business performance summaries.
• Assist with actual-versus-budget and actual-versus-forecast analysis, identifying key variances, movements, and underlying drivers.
• Support business controllers and management with business-specific financial overviews, reporting, and analysis.
• Respond to ad hoc financial analysis and reporting requests from senior team members and finance stakeholders.
• Perform data validation, reconciliation, and financial accuracy checks to improve the completeness and reliability of reports.
• Maintain effective working relationships with team members, management, and internal stakeholders.
• Contribute to process improvements, documentation, knowledge sharing, and standardization of reporting procedures.
• Maintain technical knowledge by participating in finance, reporting, and system-related training.
• Identify and escalate data discrepancies, reporting exceptions, delays, and delivery risks to the appropriate senior team members.

Work Location: Hyderabad, India

Shift Timings: 11:00 AM – 8:00 PM

Requirements & Tech Stack

• Proficiency in Microsoft Office applications, particularly advanced Excel and PowerPoint.
• Preferred: Experience with SAP S/4HANA and Analysis for Office.
• Preferred: Experience with business intelligence tools such as Tableau or Power BI.

Qualifications

• Bachelor's degree in Finance, Accounting, Commerce, Business Administration, or a related discipline.
• Strong analytical, numerical, and problem-solving skills.
• Good understanding of financial reporting and accounting principles.
• Strong attention to detail and the ability to meet reporting deadlines.
• Effective written and verbal communication skills.
• Preferred: Prior experience in the finance domain, particularly FP&A or management reporting.
• Preferred: Knowledge of financial budgeting, forecasting, and variance analysis.
• Preferred: Experience in financial reconciliations, dashboards, and management reporting.
• Preferred: Prior experience in a professional services or Big Four environment is an advantage.