Financial Planning Analyst

Margin Analysis & Profitability Reporting

• Perform detailed account-level margin analysis to evaluate customer profitability and identify margin improvement opportunities.
• Analyze gross margin performance by customer, product, service line, and business segment.
• Monitor margin trends and investigate key drivers of variances against budget, forecast, and prior periods.
• Prepare recurring profitability reports and dashboards for management review.
• Partner with business teams to provide recommendations for improving revenue quality and margins.

Cost Analysis & Expense Management

• Conduct detailed analysis of operating expenses, with a primary focus on travel and entertainment (T&E) spending.
• Monitor travel budget utilization and identify cost-saving opportunities.
• Analyze travel expenses by department, employee group, project, and geography.
• Support policy compliance reviews and provide insights on travel cost optimization.
• Track spending trends and explain budget-to-actual variances.

Budgeting, Forecasting & Planning

• Prepare annual budgets, quarterly forecasts, and long-range financial plans.
• Develop and maintain financial models to support business planning and investment decisions.
• Analyze monthly financial results, identify variances, and provide recommendations to management.
• Prepare monthly, quarterly, and annual management reports and dashboards.
• Monitor key financial and operational performance indicators (KPIs).
• Partner with business units to understand financial performance and identify improvement opportunities.
• Support strategic initiatives by conducting profitability, pricing, and cost-benefit analyses.
• Perform scenario planning and sensitivity analysis for business decisions.
• Assist in preparing presentations for executive leadership and board meetings.
• Ensure data accuracy and integrity across financial reports.
• Support month-end and year-end closing activities from an FP&A perspective.
• Drive process improvements and automation of financial reporting and planning activities.
• Collaborate with Accounting, Tax, Treasury, Procurement, HR, and Operations to align financial planning with business objectives.
• Support ad hoc financial analysis and special projects as required.

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Commerce, or a related field.
• CA, CMA, CPA, ACCA, CFA, or MBA (Finance) preferred.
• 2–3 years of experience in Financial Planning & Analysis, Corporate Finance, or Business Finance (experience requirements may vary by role).
• Strong understanding of financial statements and accounting principles.
• Advanced proficiency in Microsoft Excel (Pivot Tables, Power Query, Power Pivot, financial modeling).
• Experience with ERP systems such as SAP, Oracle, Microsoft Dynamics, NetSuite, or similar.
• Experience with planning and reporting tools such as Hyperion, Anaplan, OneStream, Power BI, Tableau, or similar is preferred.

Skills Required
Microsoft Excel, Power Pivot, Power Query, Pivot Tables, Financial Modeling