TTT – Planning, Budgeting and Financial Analysis Associate – Assistance Manager

EY’s GDS Tax Technology team’s mission is to develop, implement and integrate technology solutions that better serve our clients and engagement teams. As a member of EY’s core Tax practice, you’ll develop a deep tax technical knowledge and outstanding database, data analytics and programming skills.

Ever-increasing regulations require tax departments to gather, organize and analyse more data than ever before. Often the data necessary to satisfy these ever-increasing and complex regulations must be collected from a variety of systems and departments throughout an organization. Effectively and efficiently handling the variety and volume of data is often extremely challenging and time consuming for a company.

EY's GDS Tax Technology team members work side-by-side with the firm's partners, clients and tax technical subject matter experts to develop and incorporate technology solutions that enhance value-add, improve efficiencies and enable our clients with disruptive and market leading tools supporting Tax.

GDS Tax Technology works closely with clients and professionals in the following areas: Federal Business Tax Services, Partnership Compliance, Corporate Compliance, Indirect Tax Services, Human Capital, and Internal Tax Services. GDS Tax Technology provides solution architecture, application development, testing and maintenance support to the global TAX service line both on a pro-active basis and in response to specific requests.

EY is currently seeking an Planning, Budgeting and Financial Analysis Associate to join our Tax Technology practice in Bangalore, India.

Americas Tax Technology Group’s BMO (Business Management Office) team is seeking a strong Financial Analyst (FA) to support the EY ATTG organization. You will be part of the broader ATTG BMO team and act as a finance professional that serves as a business partner and strategic advisor to key business leaders to efficiently run their Sub Service Line Portfolio. In addition, the FA would assist the ATTG Tax Finance Lead in providing critical thinking on Portfolio business direction, operating performance and financial results, in support of ATTG leadership teams.

The opportunity

This role will establish a trusted relationship between the FA and their client, understanding stakeholder needs and teaming with other BMO team members to bring best in class analytical support, functional expertise and reporting solutions.

Your key responsibilities

• You will assist the ATTG Finance Manager, ATTG Vendor Manager and ATTG Capacity Manager in all the processes the team lead needs to provide insights to the business: weekly and monthly tax portfolio performance review, strategic and financial planning processes, business modelling, plan to actuals reporting, variance and ad’hoc analysis
• Explain variances in performance compared to plan figures, both from a financial and business perspective
• Deliver weekly and monthly performance reporting for respective business, adding insight, financial analysis and commentary. Maintain a robust month end reporting process, and ensure commentaries are timely, insightful and action oriented
• Take part in month end financial activities such as accruals, invoice processing, journal entries, etc.
• Support portfolio specific procurement needs for software licenses and services by going through EY specific intake process, seeking necessary financial approvals and ensuring a Purchase order is issued once contract is executed
• Support portfolio tracking of team resources, including monitoring of labour pricing models, rate changes, utilization metrics, etc.
• Respond to requests from Finance and SL Leadership to answer specific ad hoc financial questions and provide insightful information to advance leadership discussion and decision making. Support the design and delivery of ad hoc financial analysis. Ability to model projections, identify trends and issues that need to be analysed and understood
• Take part and lead planning/forecasting processes. Support the completion on time of the various Plan and Forecast planning cycles, ensuring outputs align to the objectives set at the ATTG and Tax levels
• Understand performance outlook and key drivers impacting success
• Support and assist the business in improving their insights into business performance
• Take part in improvement projects re. processes, procedures and systems
• Understand tools and reports available to provide efficient analysis and insight

Skills and attributes for success

• Preferred candidates will have a master’s degree in finance, economics, business administration or similar combined with +4 years of experience in a professional atmosphere in a finance/business capacity with at least 3 years of analytical, forecasting and budgeting experience.
• It is expected that this individual works with minimum supervision of Senior team members
• Ability to work in a virtual global organization respecting international cultures and speaking/writing English fluently.
• Be proficient or trainable in complex aspects of financial software packages, including Excel, PowerPoint, MS Teams, Share Point, Power BI is a plus
• Ability to handle multiple projects simultaneously and effectively
• Ability to gain respect of both the finance community and client serving teams
• Good presentation, leadership, problem-solving, analytical, and listening skills
• Travel may be required based on business need