Financial Planning & Analysis Associate

About the job

Company - TERN Group Job Title - Financial Planning & Analysis Associate Location - India (Remote) TERN is on a mission to address the global talent shortage problem using technology. As the world's first fullstack upskilling, migration, and placement platform, we specialize in connecting skilled talent to employers in key sectors such as Healthcare and Social Care, Hospitality, and Engineering. With an estimated 85 million skilled worker shortage by 2035 threatening an $8.5 trillion economic value loss, TERN is committed to bridging this gap on a global scale. Further, there's a complete breakdown of ethical practices in global immigration that Tern is tackling head-on by a C2B managed marketplace model, with full transparency and visibility. About the role: We are looking for a data-driven, curious, and proactive FP&A Associate to join our growing Finance team. In this role, you won't just be "crunching numbers", you will be a strategic partner to our leadership team, helping translate complex data into the story of our business. You will play a pivotal role in shaping our financial strategy, optimizing our operations, and driving sustainable growth. What Your Day Will Look Like: • Strategic Modeling: Develop and maintain sophisticated financial models for budgeting, forecasting, and long-term strategic planning. • Executive Reporting: Prepare monthly, quarterly, and annual financial packages and presentations for the Executive Leadership Team (ELT) and the Board. • Variance & Optimization: Conduct deep-dive variance analysis to identify opportunities for cost optimization and revenue acceleration. • Business Partnership: Act as a financial consultant to Sales, Marketing, Delivery, HR, and Platform teams to help them manage their budgets and meet their goals. • Capital Raise Modeling: Build and maintain the "source of truth" financial models used for equity fundraising rounds and venture debt applications. This includes modeling dilution, liquidation preferences, and debt service coverage ratios. • Investor & Debtor Compliance: Post-raise, take ownership of the reporting lifecycle. This involves preparing monthly/quarterly investor letters and ensuring all debt covenants are monitored and reported accurately to our lenders. • Performance Insight: Analyze KPIs and identify the underlying trends and drivers of business performance. • Process Innovation: Identify and implement automation tools and process improvements to make our financial reporting faster and more accurate. • Visual Storytelling: Maintain real-time financial dashboards that provide stakeholders with at-a-glance insights into health and performance. What You Need to Succeed: • Education: A degree in Finance, Economics, Engineering, or a highly quantitative field. • Experience: 2-4 years of experience in a fast-paced environment (Investment Banking, Corporate Finance, or FP&A at a tech/services company preferred). • Technical Wizardry: Advanced Excel/Google and SQL skills are a must. Familiarity with visualization tools is also required. • Analytical Rigor: The ability to take a massive, messy dataset and distill it into three so-whats for the leadership team. • Communication: You can explain financial metrics to a non-financial audience without losing them in the jargon. • Ownership Mentality: A strong work ethic and extreme attention to detail. You take pride in the accuracy of your numbers and the clarity of your insights.

Requirements

• FP&A
• Financial models
• Budgeting
• Forecasting
• Strategic planning
• Advanced Excel
• SQL

Qualifications

• A degree in Finance, Economics, Engineering, or a highly quantitative field

Preferred Technologies

• FP&A
• Financial models
• Budgeting
• Forecasting
• Strategic planning
• Advanced Excel
• SQL

About the company

TERN is on a mission to address the global talent shortage problem using technology. As the world's first fullstack upskilling, migration, and placement platform, we specialize in connecting skilled talent to employers in key sectors such as Healthcare and Social Care, Hospitality, and Engineering. Backed by leading billion dollar VC funds and investors, TERN is rapidly ascending as a major player in the industry.