Asst Manager - Financial Planning

0 - 2 years

0 Lacs

Posted:1 week ago| Platform: Linkedin logo

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On-site

Job Type

Full Time

Job Description

FP&A & Investor Relation Professional

Location:

Role Overview

We are seeking a highly motivated and skilled Financial Planning & Analysis (FP&A) & Investor Relations Professional to join our dynamic team. This role is crucial in driving business growth and profitability by providing data-driven insights, automating financial processes, and enhancing analytical capabilities. The ideal candidate will be a proactive problem-solver with a strong foundation in finance and a passion for technology.

Key Responsibilities

  • Financial Analysis & Reporting:

    Prepare financial forecasts, budgets, and management reports to support strategic decision-making. Conduct variance analysis to identify key business drivers and areas for improvement.
  • Business Partnering:

    Collaborate with various business units to understand their operations, provide financial support initiatives aimed at improving growth and profitability.
  • Automation & Process Improvement:

    Identify opportunities to streamline and automate financial processes, including reporting and data consolidation, using tools like Excel, Power BI, or other analytical software.
  • Analytics:

    Develop and maintain dashboards and analytical tools to provide real-time insights into financial performance. Leverage data to tell a compelling story and influence business outcomes.
  • Investor Relations:

    Preparing investor updates, presentations, and financial summaries for existing and potential stakeholders. Support ad-hoc analysis related to fundraising, market benchmarking, and due diligence requests, ensuring accurate and timely information flow to investors while maintaining confidentiality.
  • Ad-Hoc Projects:

    Support senior leadership with special projects, due diligence, and other strategic initiatives as needed.

Required Qualifications

  • A

    Chartered Accountant (CA) with a one-attempt pass record

    or an

    MBA in Finance

    from a reputable institution.
  • 0-2 years of post-qualification experience

    in a relevant FP&A, corporate finance, or business analytics role. If it’s a fresher CA than he or she must have a internship experience from a reputed firm.
  • Strong understanding of financial modelling, budgeting, and forecasting principles.
  • Proven experience with data analysis and the ability to translate complex financial data into clear, actionable insights.

Desired Skills

  • Proficiency in Microsoft Excel (advanced functions, macros) and PowerPoint.
  • Experience with data visualization tools such as Power BI .
  • Knowledge of ERP and CRM tools like Dynamics , CRM and automation tools and scripting languages (e.g., Python) is a significant plus.
  • Exceptional analytical, communication, and interpersonal skills.
  • Ability to work independently and manage multiple priorities in a fast-paced environment.

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