Financial Planning Analyst

Role Summary

We are seeking a results-driven FP&A CA to lead financial planning, budgeting, and forecasting while delivering insightful dashboards and analytics for decision-making. The ideal candidate is hands-on with Power BI , has strong business acumen , and can translate complex financial data into actionable insights for leadership.

Key Responsibilities

Financial Planning & Forecasting

• Own annual budgeting, quarterly re-forecasting, and long-range planning (LRP).
• Develop driver-based financial models for revenue, margin, OPEX, CAPEX, and cash flow.
• Conduct scenario & sensitivity analysis (best/worst/base cases).
• Build rolling 13-week cash forecasts and working capital models.

Performance Management & Analytics

• Build and maintain Power BI dashboards for P&L, product/plant performance, customer profitability, sales vs. forecast, and variance analysis.
• Provide monthly MIS with clear commentary: actual vs. budget, trend analysis, key drivers.
• Identify cost optimization opportunities; support product costing and margin improvement initiatives.

Data Strategy & Governance

• Define data mapping for finance systems (ERP → Power BI); ensure data accuracy and timeliness.
• Partner with IT/Operations to automate data pipelines and establish single source of truth .
• Maintain master data for SKU/customer/plant hierarchies for clean reporting.

Business Partnering

• Work closely with Sales, Operations, SCM, and Projects to align operational plans with financial outcomes.
• Support pricing decisions, investment proposals, and Capex appraisals (NPV/IRR) .
• Present insights to senior leadership; challenge assumptions where required.

Compliance & Controls

• Ensure FP&A processes comply with internal controls; support audits with analysis.
• Standardize templates, calendars, and SOPs for planning and reporting cycles.

Key Result Areas (KRAs) & KPIs

1) Budgeting & Forecasting

• Budget completion by deadline; ≤2% variance vs. approved plan.
• Forecast accuracy:
• Revenue ±5% | Gross Margin ±100 bps | EBITDA ±5% | Cash ±7%.

2) Analytics & Dashboards

• Power BI adoption rate: ≥90% of leadership using dashboards monthly.
• Data refresh timeliness: 100% by T+2 working days after month close.

3) Month Close & MIS

• MIS delivery: T+3 working days with actionable commentary.
• Variance bridge completeness: ≥95% drivers explained.

4) Cost & Margin Improvement

• Identified savings opportunities: ₹X per quarter; realized savings tracked.
• Product/customer margin improvement: +X bps QoQ on targeted portfolios.

5) Data Quality & Automation

• Data integrity errors reduced to <1% across dashboards.
• Automation: Reduction of manual MIS prep time by ≥40% in 6 months.

Qualifications

• Mandatory: Chartered Accountant (CA).
• Experience: 3–7 years in FP&A/Corporate Finance/Business Analytics (manufacturing preferred).
• Technical:
• Power BI (DAX, modeling, measures, row-level security, Power Query).
• Advanced Excel (Power Pivot, dynamic arrays, scenario modeling).
• Exposure to ERP (SAP/Oracle/Microsoft Dynamics/Tally/Busy) and database basics.
• Strong understanding of P&L, balance sheet, cash flow , product costing, and working capital.
• Soft Skills: Strong business partnering, stakeholder communication, executive presentation, problem-solving, and ownership.

Tools & Platforms

• Power BI , Excel (Power Query/Power Pivot), MS Teams , SharePoint, SQL basics (preferred).
• ERP: (Insert ERP name).
• Planning tools: (If applicable—Anaplan/Adaptive/Board).

Competencies

• Analytical rigor with business mindset.
• Curiosity and bias for action; ability to challenge and influence.
• Structured thinking and crisp storytelling with data.
• High integrity and confidentiality in handling financial information.

#click to apply