Financial Plan & Analysis Analyst

Skill required: Financial Planning Analysis - Financial Planning and Analysis (FPA)

Designation: Financial Plan Analysis Analyst

Qualifications: BCom

Years of Experience: 3 to 5 years

What would you do
The Analyst plays a pivotal role in the FPA function, delivering high-quality financial analysis, reporting, and business insights to support strategic decision-making. This role is responsible for preparing accurate forecasts and budgets, performing detailed variance analysis, and maintaining robust management reporting. Acting as a key contributor within the FPA team, the Senior Analyst collaborates with cross-functional stakeholders, supports continuous improvement initiatives, and mentors junior team membersensuring operational excellence and value creation for the business.

What are we looking for
Education- Graduate degree in Finance, Economics, Accounting, or a related discipline preferred. MBA/CA/CMA is an advantage but not mandatory.
Skills, Competencies, Experience Required

36 years of experience in FPA, management reporting, or commercial finance.

Good understanding of budgeting, forecasting, and variance analysis fundamentals.

Strong Excel skills; exposure to ERP/reporting tools preferred.

Attention to detail, problem-solving mindset, and effective communication.

Hands-on FPA, Commercial Finance business acumen with exposure in commercial, retail, wholesale, merchandise, CPG or product-driven environments preferred
Tools

Advanced Excel financial modelling, large datasets, pivot analysis, complex lookups

SAP ECC or equivalent ERP report extraction, cost centre mapping, GL coding (training provided)

EPM / CPM planning tools TM1, SAP SAC, Anaplan, OneStream or equivalent preferred

Reporting and visualisation Power BI, Tableau, Palantir or equivalent BI platforms preferred

Familiarity with Snowflake or data warehouse reporting layers preferred
Team Management Work collaboratively with peers; support team objectives and participate in knowledge sharing.
Actional Insight, Client Facing, Financial Analysis, Financial Management Reporting, Microsoft Excel Data Analysis

Roles and Responsibilities:
FPA Process Delivery -

Prepare data packs, templates, and standard reports accurately and on time.

Support forecast and budget cycles by compiling inputs and validating data.

Maintain tracker hygiene, reconciliations, and supporting schedules.

Perform basic variance analysis and investigate data movements.

Escalate issues proactively and support root cause analysis.

Follow standard processes, controls, and documentation requirements.

Maintain KPI trackers and support periodic performance reviews.

Highlight emerging risks and opportunities to the FPA ASP and business stakeholders.

Ensure accuracy and consistency of management information.
Business Partnering and Collaboration

Work effectively with peers, service delivery teams, and stakeholders.

Support process improvement ideas and automation opportunities.
Continuous Improvement and Controls

Follow standard processes, controls, and documentation requirements.

Support process improvement ideas and automation opportunities.

Maintain accurate documentation and support knowledge management.

Use Excel, Power BI, and finance systems effectively for assigned tasks.
Team Leadership and Delivery Governance

Work collaboratively with peers and support team objectives.

Take ownership of assigned tasks and deliver with accuracy and timeliness.

Support senior team members in complex deliverables as required.

Participate actively in team meetings and knowledge sharing sessions.
Stakeholder Management

Respond to basic stakeholder queries and escalate complex issues appropriately.

Maintain professional communication with internal teams and stakeholders.

Support stakeholder requests with timely data and report preparation.

Build foundational relationships with peers and service delivery teams.

Qualification BCom