Financial Plan & Analysis Senior Analyst

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

Designation: Financial Plan Analysis Senior Analyst

Qualifications: BCom

Years of Experience: 5 to 8 years

What would you do
Purpose of the role The Senior 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-

Relevant FPA or commercial finance experience, preferably in manufacturing, retail, or CPG.

Strong grounding in budgeting, forecasting, variance analysis, and management reporting.

Good business acumen and understanding of financial drivers.

Proficiency in Excel; exposure to SAP, SAC, or Power BI preferred.

Strong communication and stakeholder management skills.

Ability to work independently on recurring processes and collaborate in a global delivery

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

Familiarity with Snowflake or data warehouse reporting layers
Team Management Support team coordination; mentor junior analysts and contribute to knowledge sharing.
Actional Insight, Client Facing, Financial Analysis, Financial Management Reporting, Microsoft Excel Data Analysis

Roles and Responsibilities:
FPA Process Delivery

Prepare forecast and budget inputs with accuracy and timeliness.

Track key assumptions, risks, and dependencies across planning cycles.

Support consolidation and validation of submissions from stakeholders.

Perform detailed variance analysis on revenue, cost, margin, and working capital.

Prepare monthly and ad hoc reports with clear, insight-led commentary.

Support decision-making through trend analysis, driver-based insights, and basic modelling.

Prepare the rolling forecast for revenue and gross margin lines within assigned categories

Support annual budgeting and long-range planning inputs for the retail vertical

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 with cross-functional teams to understand business drivers and validate data.

Respond effectively to stakeholder queries and ad hoc analysis requests.

Build strong working relationships with internal teams and service delivery partners.
Continuous Improvement and Controls

Identify opportunities to simplify reporting, improve controls, and enhance data quality.

Support standardisation and documentation of FPA processes.

Use Excel, Power BI, and finance systems effectively to improve productivity.
Team Leadership and Delivery Governance

Support team leads with work coordination and quality assurance activities.

Mentor junior analysts and support onboarding of new team members.

Contribute to knowledge sharing and documentation of FPA processes.

Take ownership of assigned deliverables and ensure timely completion.
Stakeholder Management

Respond effectively to stakeholder queries and support ad hoc analysis requests.

Build professional relationships with internal teams and service delivery partners.

Communicate proactively on deliverable status, issues, and timelines.

Support stakeholder meetings with data preparation and presentation support.

Qualification BCom