Financial Planning & Analysis/Strategy Role

Position Overview Job Description:

Job Area / Role: Financial Planning and Analysis / Strategy

Band / Grade: 3

Reporting To: Head - FP&A

Department: Finance

Job Location: Delhi

Overview:

The person will be part of the FP&A team of finance and should offer excellent quantitative analysis and qualitative business judgement.

This individual will demonstrate well-reasoned insights on financial and strategic issues/decisions and exhibit the intellect and sound business judgment to make decisions in the best interest of the Company and the business.

Executing for results:

- Demonstrate a bias for results and persistently pursue the objectives.

- Be a strategic and analytical thinker with ability to focus on details and synthesize broad amount of information into actionable information for executives.

- Have the ability and the willingness to dive deep and understand the root cause of issues.

- Once issues have been identified, the person must communicate recommendations to senior leadership, exhibiting good judgment and decision-making capability.

- Once a decision is made, possess the ability to execute for desired results.

Key Responsibilities:

Strategic Insights & Dashboarding:

- Design and develop executive dashboards that provide clear, actionable insights for leadership decision-making.

- Translate complex financial data into meaningful visualizations and performance metrics.

Planning & Budgeting:

- Preparation of the Annual Operating Plan (AOP).

- Monitor financial performance against budget and identify key variances.

Profit maximisation and Cost optimisation:

- Preparation of Lifetime profitability of products and segment wise P&L.

- Support cost optimization and revenue enhancement initiatives.

- Track performance for different business units and identify improvement areas.

Forecasting & Reporting:

- Monitor monthly financial results vs budget and forecasts.

- Continuously refine forecasting models to improve accuracy and predictability.

Stakeholder Collaboration:

- Work closely with cross-functional teams to align revenue and expense reporting.

- Ensure consistency and accuracy across business and financial data.

Eligibility Criteria for the Job:

Experience: Preferably 5+ years.

Education: Preferably MBA in Finance / CA.

Skills & Competencies:

- Strong Understanding of NBFC/HFC sector.

- Should have ability to work with large volumes of data across systems and excel sheets.

- Strong expertise on FP&A is mandatory, especially in budgeting, forecasting, financial analysis, P&L analysis etc.

- Excellent finance and accounting skills.

- Experience in FP&A, business finance, or strategy roles preferred.

- Must be articulate while communicating.

- Proficiency in MS Office.

- Interpersonal acumen - The successful candidate will possess unquestionable personal and professional ethics and a sense of flexibility and initiative that are essential to the success of this role.

The Company does not discriminate in terms of recruitment, progression, terms and conditions of work and representation, on the basis of personal characteristics unrelated to inherent job requirements, including gender, race, colour, caste, disability, political opinion, sexual orientation, age, religion, social or ethnic origin, marital status, membership of workers organisations, legal migrants, or HIV status.