Financial Planning & Analysis Role

Location: Mumbai - MBP (Ghansoli)

Experience: 9 Years to 13 Years (Post Qualification - CA / MBA)

Job Description:

Job Summary:

The FP&A senior professional is responsible for driving financial planning, budgeting, forecasting, management reporting, and business performance analysis. The role partners closely with business leaders to provide financial insights, support strategic decision-making, improve profitability, and ensure achievement of organizational goals.

Key Responsibilities:

Financial Planning & Budgeting:

1. Lead the annual budgeting process across business units.

2. Develop long-term financial plans and strategic forecasts.

3. Coordinate monthly, quarterly, and annual forecasting activities.

4. Monitor budget utilization and recommend corrective actions.

Financial Analysis & Reporting:

1. Prepare monthly management reports, dashboards, and KPI analyses.

2. Conduct variance analysis comparing actual results against budget and forecast.

3. Analyze revenue, cost, margin, profitability, and working capital performance.

4. Provide actionable insights to senior leadership.



Business Partnering:

1. Partner with functional heads to understand business drivers and financial impacts.

2. Support strategic initiatives, investment decisions, and business cases.

3. Evaluate new business opportunities, pricing models, and cost optimization projects.

4. Present financial performance and recommendations to management.

Performance Management:

1. Develop and track key financial and operational KPIs.

2. Monitor business performance and identify improvement opportunities.

3. Support productivity enhancement and cost-control initiatives.

4. Drive data-driven decision-making across the organization.

Financial Modeling & Forecasting:

1. Build and maintain financial models for scenario planning and sensitivity analysis.

2. Perform profitability and ROI analysis for projects and investments.

3. Assess risks and opportunities impacting financial performance.

Process Improvement & Controls:

1. Improve FP&A processes, reporting automation, and financial systems.

2. Ensure data accuracy, integrity, and compliance with company policies.

3. Support implementation of BI tools and financial planning software.

Required Qualifications:

1. CA, CMA, MBA (Finance), CFA, or equivalent qualification.

2. 9-13 years of experience in FP&A, Business Finance, Corporate Finance, or Controllership.

3. Strong knowledge of budgeting, forecasting, management reporting, and financial analysis.

4. Advanced proficiency in Excel, Power BI, Tableau, SAP, Oracle, Hyperion, Anaplan, or similar tools.

5. Strong understanding of financial statements and business drivers.

6. Good to have experience in IT or ITeS.