Team Lead – FP&A

As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world.

If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!

Job Description

Who we are

With over $1.58 trillion of assets under management, Invesco is one of the world’s leading global investment management firms, headquartered in Atlanta, GA. Spreading across 26 countries and with over 8400 dedicated employees, we are driven by trust and care. As one of the world’s leading asset managers, we are solely dedicated to delivering an investment experience that helps people get more out of life. If you're looking for challenging work, thoughtful colleagues, and a global employer with social values, explore your potential at Invesco.

Your Team:

The Financial Planning & Analysis (FP&A) Team lead 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.

Your Role:

• Analyze actuals, budgets, and forecasts in alignment with business requirements, including variance analysis, headcount tracking, and commentary preparation
• Lead budget planning and forecast adjustments, ensuring accuracy and relevance to business goals
• Oversee daily reporting activities for US and non-US regions, ensuring timely and accurate delivery as per client expectations
• Ensure comprehensive daily review of all reports within the team and maintain functional expertise across key reporting areas
• Independently manage critical projects assigned by stakeholders, ensuring successful execution
• Collaborate with stakeholders and leadership to identify training needs and resolve operational issues
• Conduct regular performance reviews, one-on-one meetings, and provide constructive feedback to team members
• Manage team resources, prioritize tasks, conduct daily huddles, and ensure adherence to SLAs and deadlines
• Monitor and share productivity and accuracy metrics with leadership and the team
• Provide guidance and solutions to the team on daily operational challenges
• Facilitate onboarding and ongoing training for new hires and support training for new stakeholder-driven initiatives
• Handle client queries independently and ensure timely resolution
• Communicate potential delays or limitations proactively to relevant stakeholders
• Collaborate with cross-functional teams to resolve issues and enhance processes
• Address and resolve onsite and offshore queries independently
• Drive continuous improvement initiatives and support organizational goals for process enhancement.

The Experience you bring:

• Minimum of 7–8 years of progressive experience in Financial Planning & Analysis (FP&A), including demonstrated success in people management and team leadership.

• Technical proficiency in Oracle, Hyperion, Tableau, and Power BI, as well as familiarity with the investment industry, is an added advantage.

• Proven excellence in organizational, analytical, and communication skills
• Strong grasp of accounting and financial principles, with the ability to apply them effectively
• Skilled at performing under pressure, managing multiple responsibilities, and meeting tight deadlines
• Self-motivated and proactive, while also being a collaborative team player
• Capable of managing concurrent projects, delegating tasks, setting priorities, and ensuring timely delivery
• Proficient in using computer systems and applications, particularly Microsoft Office applications
• Demonstrates strong leadership qualities and the ability to guide and inspire teams
• Committed to achieving high standards through effective execution
• Fosters a culture of collaboration and teamwork
• Encourages innovation and continuous improvement

Academic Requirements:

• A bachelor’s degree or Post Graduation in Accounting or Finance is required.
• Excellent communication, excel and presentation skills.

Full Time / Part Time

Worker Type

Job Exempt (Yes / No)

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: 

• Competitive Compensation 
• Flexible, Hybrid Work 
• 30 days’ Annual Leave + Public Holidays 
• Life Insurance 
• Retirement Planning 
• Group Personal Accident Insurance 
• Medical Insurance for Employee and Family 
• Annual Health Check-up 
• 26 weeks Maternity Leave 
• Paternal Leave 
• Adoption Leave 
• Near site Childcare Facility 
• Employee Assistance Program 
• Study Support 
• Employee Stock Purchase Plan 
• ESG Commitments and Goals 
• Business Resource Groups 
• Career Development Programs 
• Mentoring Programs 
• Invesco Cares 
• Dress for your Day 

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: https://www.invesco.com/corporate/en/home.html 

About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html 

About our D&I policy: https://www.invesco.com/corporate/en/our-commitments/diversity-and-inclusion.html 

About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html 

Apply for the role @ Invesco Careers: https://careers.invesco.com/india/