Financial Planning Analyst

Key Responsibilities

ROCE & Sales Profitability Analysis

Conduct Return on Capital Employed (ROCE) analysis at Product Category, Segment, and Company level.

Perform Sales Analysis (COPA), including :

Profitability by Channel, Region, State, SOF, and Customer (OE & Exports)

Profitability by Product Group and SKU level

Sales Planning & Forecasting

Provide GSP Data for Marketing – Exports Sales (Domestic vs Import content of raw materials).

Support Govt. of India PLI Scheme documentation – Domestic Value Addition on OE Supplies.

Develop the Annual Sales Plan :

SKU-wise / Category-wise / Segment-wise Sales Value and Tonnage

Comparison against Previous Budget and Current Year Estimates

Facilitate management sign-off of Annual Plan documents

Manage Annual Operating Plan (AOP) and Rolling Forecast processes.

Costing & Margin Analysis

Prepare daily product costing (cost sheets) for Marketing requirements.

Develop and maintain Actual Monthly Gross Margin Statements :

Product-wise, Category-wise, Segment-wise

OEM (Original Equipment Manufacturer) – Customer-wise / Product Category-wise

Exports – Country-wise / Customer-wise

Prepare Monthly Gross Margin Projections (SKU-wise / Segment-wise).

Conduct Bill of Material (BOM) and Gross Margin Analysis, including :

Nil Margin vs Nil Margin comparison

Gross Margin Projections vs Nil Margin

OE Product Cost & GM Analysis (Quote vs SOP vs Actual Sales)

Year-on-Year comparative analysis

Inventory & Revenue Reporting

Prepare Finished Goods (FG) Holding Days report aligned with forward sales plan.

Calculate and analyze Norms vs Actuals (SKU-wise, Category-wise, Segment-wise).

Deliver accurate and timely Revenue Reports for Senior Management review.

Qualifications

Master’s degree in Finance, Accounting, Economics, or Business.

Professional certifications preferred : MBA, ACCA, or CIMA.

3–5 years of experience in Marketing Finance or Financial Planning & Analysis.

Proficiency in MS Excel, PowerPoint, and database management systems.

Strong expertise in financial modelling, data reconciliation, and reporting automation.

Desired Skills

Solid understanding of Accounting Principles and advanced Financial Analysis techniques.

Strong business acumen with the ability to interpret changing sales trends and influence decision-making.

Hands-on experience with ERP systems such as SAP and financial planning software.

Excellent analytical, communication, and presentation skills.