FP&A Specialist, Systems & Reporting (EAII Advisors)

This position is with EAII Advisors, Evidence Action’s technical partner in India.

About EAII

EAII Advisors, Evidence Action’s technical partner in India, supports state governments in delivering evidence-based public health programs, including safe drinking water initiatives and school and Anganwadi-based National Deworming Day and iron and folic acid supplementation. Operating across 10 states, EAII Advisors provides technical assistance to ministries of health, education, water, and women and child development, reducing health burdens in impoverished communities and improving the long-term wellbeing of children and families. For more information, read about our work here: About Evidence Action and EAII

About Evidence Action

At Evidence Action, we deliver data-driven interventions that transform lives at an unprecedented scale. We identify neglected global health issues and deploy proven solutions, forging healthier futures for generations.

Our model operationalizes leading academic research (including from Nobel-winning economists). We measure progress and outcomes at every stage to ensure we’re making a real impact for people living in poverty and suffering from preventable or treatable health issues. Operating across 11 countries, our team of 900+ has reached over 500 million people, working closely with governments to scale these interventions.

• Our Deworm the World program has delivered over 2 billion treatments, significantly reducing worm prevalence and generating more than $23 billion in lifetime productivity gains.
• Through Safe Water Now, we’ve saved the lives of over 15,000 children.
• Our Accelerator explores untapped opportunities in global health, testing low-cost interventions with the greatest potential to save and improve lives.
  

At Evidence Action, your colleagues are your greatest asset. You'll partner with high-caliber colleagues in an environment blending innovation, autonomy, and teamwork. Our team excels in disruptive thinking and believes in rolling up our sleeves to get things done. If you're looking to work flexibly and with purpose, join a team that delivers measurable change for millions.

The Role

This role is responsible for the day-to-day maintenance, data integrity, and technical upkeep of Evidence Action’s Planful environment, combined with hands-on FP&A work including financial reporting, variance analysis, and planning cycle execution. Under the leadership of the AD, FP&A, the role balances system administration with the analytical output that finance leadership and program teams rely on for decision-making.
The role is structured across six integrated workstreams:

Reporting and Analysis

• Build and maintain Dynamic Reports and SpotlightXL reports for monthly close packages, under the direction of the FP&A AD and Finance AD on report design and content
• Produce monthly budget-vs-actual and forecast-vs-actual variance analysis at the entity and funder code level; flag material variances and draft explanations for review
• Maintain and update standard report library across audience-specific folders (finance leadership, program finance, regional directors, etc.)
• Support allocation rate calculations and validation (IDC rates, fringe, regional pools, country shared cost pools, US Facilities, IT Chargeback) during each planning cycle
• Respond to ad hoc reporting and analysis requests from program finance, regional directors, and other stakeholders as directed by the FP&A AD, Finance AD, or CFO.
• Review consolidated trial balances and Planful output after each monthly close for anomalies, FX translation variances exceeding thresholds, and intercompany elimination completeness; investigate discrepancies across source systems (Sage Intacct, Tally, Planful) and escalate findings

Dimension and Hierarchy Maintenance

• Add and maintain segment members in Planful (accounts, funder codes, departments, activities, geoscope, and entities) as they are created in Sage Intacct.
• Maintain funder code hierarchies, including leaf member creation, UDA population (IDC Rate, Restriction Type, SOFE), and correct hierarchy placement.
• Ensure all new segments are accurately reflected across relevant hierarchies and budget entity structures.
• Maintain and update translation tables (segment mappings) for both Sage Intacct and Tally integrations, ensuring new codes flow correctly into Planful.

Integration Monitoring and Data Loading

• Monitor the daily Sage Intacct-to-Planful integration and verify data loads complete without errors; troubleshoot and escalate failures as needed.
• Execute and monitor monthly Tally-to-Planful data loads via Celigo/SFTP, including verifying file format compliance (UTF-8, correct JSON structure), confirming successful processing, and flagging issues.
• Reconcile Tally data loads against the source to ensure completeness and accuracy each month.
• Execute DLR (Data Load Rule) uploads as directed (full-file and incremental loads), applying correct period clearing logic.

System and User Administration

• Maintain and update FX rate tables in Planful on a monthly basis using rates sourced from Oanda (average rates for P&L, end-of-month spot rates for balance sheet).
• Maintain and update Planful system variables as directed, including time-related variables (current month, current year) that drive report and template behavior
• Add new users to Planful, assigning security roles and dimension-level access based on direction from the FP&A Director.
• Deactivate users and update access as roles change, following established access protocols.
• Serve as the first point of contact for basic end-user questions (login issues, navigation, access requests).

Documentation and Support

• Create and maintain Standard Operating Procedures (SOPs) for recurring tasks: data loads, segment additions, translation table updates, FX rate updates, user provisioning, and integration monitoring.
• Develop troubleshooting guides for common issues (integration failures, file format errors, mapping mismatches).
• Maintain an internal knowledge base to ensure procedures are documented and repeatable.
• Coordinate with Planful support on case submissions and track resolution; escalate platform issues to the FP&A Director as needed.

Planning Cycle Support (as directed)

• Support annual budget and reforecast cycles by loading data files, updating dimension members, and preparing templates as directed by the FP&A Director.
• Manage scenario workflow mechanics: distribute templates, track submission status, and lock/unlock budget entities, and support consolidation after each submission round
• Review budget and forecast submissions for completeness and reasonableness before passing to the FP&A AD or Finance AD for approval
• Produce planning cycle summary output (consolidated budget/forecast snapshots, submission status tracking, variance summaries) for finance leadership review.

Requirements

• Master’s degree in Accounting / Finance required; CA preferred
• Minimum 7-10 years of related experience in accounting and/or reporting
• Working knowledge of US GAAP; nonprofit accounting and fund accounting experience strongly preferred
• Experience with FP&A processes: budgeting, forecasting, variance analysis, management reporting
• Hands-on experience administering a financial system (EPM/CPM, ERP, or consolidation platform), including dimension maintenance, data loads, user provisioning, and integration monitoring in a multi-entity environment. Planful experience preferred; Adaptive Insights, Anaplan, or similar acceptable.
• Advanced Excel skills including financial modeling and data manipulation
• Comfort working across multi-currency, multi-entity environments
• Familiarity with ERP systems (Sage Intacct preferred) and ETL/integration tools a plus

Position Location : This position is based in New Delhi, India. We are unable to sponsor or take over sponsorship of an India employment visa at this time. Applicants must be legally authorized to work in India for roles based in India.

Benefits

EAII provides a comprehensive benefits package for employees. Benefits include:

• Comprehensive health insurance with IPD and OPD provisions,
• Life and Accidental insurance
• PF, ESIC and Gratuity as per statutory requirements
• Mental and physical well-being benefits
• Learning and Development benefit
• Generous leave
• Avenues for engagement and recognition

Compensation: Competitive and commensurate with the individual's credentials, experience, and previous pay scale.

All contracting arrangements will be made through EAII Advisors Private Limited. EAII is an equal opportunity employer. Employment at EAII is based solely on an individual's merit and qualifications directly related to professional competence. EAII does not discriminate against any employee or applicant because of race, caste, creed, colour, religion, gender, origin, disability, marital status, or any other basis protected by law.

Note: This role will be open