Financial Planning and Analysis Specialist|2-18 Yrs|Pune

Your Role

• Provide detailed financial analysis to business leaders on actuals, forecasts, budgets, and variances, enabling informed decision-making.
• Own end-to-end FP&A processes including rolling forecasts, annual budgeting, and long-term financial planning.
• Manage P&L / portfolio financials, ensuring revenue optimization, cost control, and margin improvement.
• Drive monthly, quarterly, and annual financial reporting, including dashboards, MIS, KPI tracking, and executive presentations.
• Perform variance analysis (Budget vs Actual, Forecast vs Actual) and provide insightful commentary and recommendations.
• Ensure revenue recognition, accruals, invoicing, and billing support, maintaining accuracy and timeliness.
• Monitor and manage Cash flow, WIP/BIA, and working capital metrics effectively.
• Collaborate with cross-functional stakeholders (finance, sales, delivery, PMO) to support business operations and growth.
• Provide data-driven insights for strategic decisions, including investments, cost optimization, and business expansion.
• Identify risks and provide early warning signals to ensure a no surprises culture.
• Drive process improvements, automation, and analytics adoption in financial processes.
• Contribute to Thought Leadership by developing insights, financial narratives, and best practices across Financial Services.
• Bring in domain expertise in Wealth Management / BFSI to enhance financial analysis and business context.

Your Profile

• 1-18 years of experience in FP&A, Financial Controlling, or related finance roles (based on seniority and role).
• CA / CMA / MBA (Finance) or equivalent qualification preferred.
• Strong knowledge of Financial Planning & Analysis, Financial Accounting, and P&L management.
• Exposure to Wealth Management / BFSI domain preferred.
• Understanding of revenue recognition principles (e.g., IFRS 15) preferred but not mandatory.
• Strong analytical and financial modeling skills with ability to interpret complex data.
• Advanced proficiency in MS Excel, PowerPoint, and reporting tools.
• Excellent stakeholder management, communication, and business partnering skills.
• Ability to summarize and present complex data in a clear, structured, and impactful manner.
• Experience with automation, analytics, or BI tools is an added advantage.
• Strong attention to detail, problem-solving skills, and ability to manage multiple priorities.
• Exposure to thought leadership, insight generation, or strategic finance initiatives preferred.

What you'll love about working here