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Designation: Financial Analyst (Planning & Analysis) Location: Bangalore Education: Master’s in Finance/ CA or equivalent Experience: 3+ Years CTC: 15 LPA Key Responsibilities Lead the planning and analysis cycle, building/ updating, and refining quarterly and annual operating plans (AOP) across all geographies. Conduct regular variance analysis (MIS) to explain actuals versus plan, highlighting key drivers, risks, and opportunities. Take complete ownership of cash flow forecasting and analysis, monitoring inflows and outflows across business entities, identifying timing gaps, and ensuring optimal liquidity. Deliver timely and accurate reports and dashboards to senior management highlighting key SaaS metrics (MRR, ARR, churn, etc.). Consolidate and reconcile data from various sources including Zoho Books, Chargebee, and other tools even when the data is incomplete or inconsistent. Partner closely with the CEO, Finance Controller, and business heads to challenge assumptions and support strategic decisions. Develop and maintain robust financial models to evaluate new initiatives, pricing strategies, market expansions, and business pivots. Drive automation and improvements in reporting processes to boost speed, accuracy, and reliability. Provide ad hoc financial analysis for fundraising, investor relations, audits, and compliance requirements. Required Skills Master’s degree in Finance & Accounts. CA or CMA strongly preferred. 3+ years of Financial P&A experience, ideally on SaaS platform, tech startups, or multi-entity international companies. Advanced financial modelling and strong proficiency in Excel/Google Sheets. Excellent analytical and communication skills, with the ability to present insights clearly to senior leadership. Comfortable working independently in a fast-paced, sometimes ambiguous startup environment. Strong attention to detail and a problem-solving mindset. Build and communicate a clear narrative through documents and presentations. Preferred Candidate abilities Generate accurate Data and dashboards, as near real-time as possible, well structured for decision making. Quarterly and annual operating plans will be actively used by leadership to guide business strategy. Clear Management reporting, reliable, and drives transparency and accountability across the organisation. Financial processes and data integration are continuously optimized through automation and standardization. Show more Show less
