Lead Financial Planning & Analysis Analyst

Job Title : Senior Executive-Finance and Accounts Location : Pune (Work from Office) Experience : 4–6 Years (preferably in IT / SaaS / Consulting environment) Role Overview We’re looking for a smart, business-savvy FP&A Analyst who can own our MIS and financial planning processes end-to-end. Someone who loves numbers, knows how businesses actually work (beyond just Excel formulas), and can convert raw data into insights leadership can trust Key Responsibilities 1. MIS & Reporting (End-to-End Ownership)

• Build MIS reports from raw data to polished final management decks.
• Design, maintain, and automate MIS models for P&L, Cash Flow, COGS, and segment performance.
• Ensure cross-verification of MIS data with books of accounts (Finance, Payroll, Delivery, HR, Sales, PMO).
• Create monthly MBR packs and presentations with crisp insights, trends, and variance analysis.
• Build and improve dashboards using Excel, Power BI, and other BI tools.
• Establish structured reporting workflows, timelines, and quality checks. 2. Financial Planning & Analysis
• Assist in budgeting, forecasting, and long-range planning cycles.
• Perform deep-dive variance analysis (Revenue, Gross Margin, Opex, EBITDA, Cash Flow).
• Provide decision-making support through scenario planning, sensitivity models, and “what-if” analysis.
• Track business KPIs and operational metrics — highlight risks, red flags, and opportunities.
• Support fundraising and valuation analysis (optional but good to have). 3. Business Partnering & Cross-Department Coordination
• Work closely with Delivery, Sales, HR, Payroll, PMO, and Finance Controllers to gather accurate inputs.
• Ensure timely data collection and alignment of reports across departments.
• Translate operational business realities into financial insights.
• Improve processes, remove data gaps, and streamline communication loops. 4. Process, Automation & Systems
• Improve data collection systems, templates, trackers, and BI workflows.
• Build standardized SOPs for monthly MIS, reconciliations, and reporting.
• Maintain data hygiene and accuracy at all levels. Skills & Competencies
• Strong Excel skills (Power Query, Pivot, advanced formulas
• Solid Power BI : data modelling, DAX, dashboards, drill-down reports.
• Strong business understanding : revenue models, COGS, margins, project economics, collections, CCC, etc. Ability to work under tight timelines and monthly closures.
• Strong command over core finance processes, including provisioning, prepaid expense schedules, fixed asset register management, depreciation workings, monthly close activities, reconciliations, and detailed variance analysis
• Sharp analytical thinking;

can challenge numbers and detect anomalies.