Job Description
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 Qo Q on targeted portfolios.
5) Data Quality & Automation
- Data integrity errors reduced to
- 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, Share Point, 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 Me Mq E4 KBq EWTa A7
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 Qo Q on targeted portfolios.
5) Data Quality & Automation
- Data integrity errors reduced to
- 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, Share Point, 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 Me Mq E4 KBq EWTa A7
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