Financial Planning Analyst

Job Title : FP&A Manager

Experience Required : 3–6 years

Qualification : Chartered Accountant (CA) or MBA (Finance)

Location : Mumbai / Bangalore

Reporting To : Head – FP&A

Job Summary :

We are seeking a results-driven and analytical FP&A Manager with 4–6 years of relevant experience to join our FP&A team. The ideal candidate will be a CA or MBA with a solid grounding in financial modeling, planning, and analysis, and must have a strong command of Tableau for data visualization and dashboarding. This role will play a critical part in strategic planning, budgeting, forecasting, and providing data-driven insights to senior management.

Key Responsibilities :

Financial Planning & Budgeting :

Assist in annual budgeting and long-range planning processes in coordination with department heads.

Develop financial models to support strategic initiatives, scenario planning, and business cases.

Monitor adherence to budget and report variances with actionable insights.

Automation & Reporting Optimization :

Automate recurring MIS, KPI dashboards, and investor reports using Tableau, Excel, and other tools.

Reduce manual reporting time and increase data accuracy through system-driven dashboards.

Build and maintain Tableau dashboards for real-time financial and operational insights.

Forecasting & Variance Analysis :

Prepare and maintain rolling forecasts on a monthly / quarterly basis.

Conduct variance analysis (actuals vs. budget vs. forecast) to identify trends, opportunities, and risks.

Generate timely and accurate monthly / quarterly management reports.

Analyze financial performance, KPIs, and trends; recommend corrective actions where needed.

Work with business units to improve forecast accuracy and financial discipline.

Key Deliverables :

Annual budget and long-range financial plan.

Monthly / quarterly rolling forecasts.

Executive dashboards and performance reports (Tableau-driven).

Detailed variance and trend analysis.

Monthly business reviews with key stakeholders.

Qualifications & Skills :

Chartered Accountant (CA) or MBA in Finance from a reputed institute.

4–6 years of experience in FP&A or business analysis.

Strong analytical and financial modeling skills.

Proficiency in Tableau and Excel.

Excellent communication and stakeholder management skills.

Ability to work independently in a fast-paced environment with high attention to detail.