Financial Planning and Analysis Manager

Job Title: Manager FP&A – Financial Planning & Analysis

Experience: 3 to 6 Years

Location: Delhi (On-site)

About the Role We are looking for a highly analytical and commercially oriented FP&A professional to support financial planning, budgeting, forecasting, business performance analysis, and management reporting. The role will work closely with senior leadership and cross-functional teams to provide actionable financial insights and support data-driven business decisions. The ideal candidate should have strong financial modelling and analytical skills, excellent command of Excel, and the ability to understand business drivers and translate financial data into meaningful insights.

Key Responsibilities Financial Planning & Forecasting • Prepare annual budgets, financial plans, and periodic forecasts. • Develop and maintain financial models for revenue, costs, profitability, and cash flows. • Track actual performance against budgets and forecasts and analyse key variances. • Support long-term business planning and financial projections.

Business Performance Analysis • Analyse business performance across revenue, expenses, profitability, AUM, client acquisition, trading volumes, and other key business metrics. • Identify key business drivers, trends, risks, and opportunities. • Prepare variance analysis and provide actionable recommendations to management. • Build dashboards and MIS reports for regular business reviews.

Management Reporting • Prepare monthly and quarterly management reports and financial presentations. • Support leadership in business reviews with relevant financial and operational insights. • Develop financial summaries and leadership decks using Excel and PowerPoint. • Ensure accuracy, consistency, and timely delivery of management reports.

Financial Modelling & Decision Support • Build financial models to evaluate new products, business initiatives, partnerships, and investments. • Perform scenario analysis, sensitivity analysis, and profitability assessments. • Support pricing, cost optimisation, and resource allocation decisions. • Evaluate business cases and provide financial recommendations to senior management.

Cross-Functional Collaboration • Work closely with Finance, Business, Product, Operations, Sales, and other teams to understand business performance. • Collaborate with stakeholders to collect, validate, and analyse financial and operational data. • Ensure alignment between financial plans and business objectives.

Process & Data Improvement • Improve existing MIS, reporting, and forecasting processes. • Identify opportunities to automate recurring reports and improve reporting efficiency. • Maintain high standards of data accuracy and financial discipline.

Required Skills & Qualifications • 3–6 years of experience in FP&A, Financial Analysis, Business Finance, Corporate Finance, or Management Reporting. • Strong proficiency in MS Excel, including financial modelling, Pivot Tables, XLOOKUP/VLOOKUP, SUMIFS, and data analysis. • Strong understanding of P&L, balance sheet, cash flow, budgeting, forecasting, and variance analysis. • Strong analytical and problem-solving skills. • Excellent communication and presentation skills. • High attention to detail with the ability to work with large datasets. • Ability to work independently and manage multiple priorities in a fast-paced environment.

Preferred – Good to Have • Experience in Fintech, Stock Broking, BFSI, Financial Services, or a high-growth startup. • CA qualification. • Experience in financial modelling and business planning. • Exposure to BI/dashboarding tools such as Power BI or Tableau. • Understanding of AUM, brokerage revenue, trading volumes, client acquisition economics, and financial-market business models.

Key Competencies • Analytical and structured thinking • Business and commercial acumen • Ownership and accountability • Strong financial modelling skills • Attention to detail • Stakeholder management • Problem-solving and decision-making • Execution focus • Ability to work with ambiguity and tight deadlines

Why Join Us • Opportunity to work closely with senior leadership and business teams. • High visibility and direct impact on financial and strategic decision-making. • Exposure to a fast-growing Fintech and financial services environment. • Opportunity to work on financial planning, business strategy, and high-impact projects. • Strong learning curve across Finance, Business, Product, and Operations.

Share your updated CV at Shyam.sharma@truelancer.com