Financial Planning Analyst

Role Summary

Why Join Us

Skills

• Develop and maintain accurate financial forecasts, including revenue, expenses, and cash flow projections both for Schemes and AMC.
• Collaborate with department heads and business units to prepare annual operating budgets and track
  

• Monitor budget variances and provide proactive analysis to identify areas of concern or improvement.
  

Financial Analysis

• Conduct in-depth financial analysis of key performance indicators (KPIs), trends, and business drivers within and outside of the Industry to support decision-making.
• Perform scenario analysis to assess the potential impacts of different business strategies.
• Generate reports and dashboards that provide actionable insights to support strategic initiatives.
  

Management Reporting

• Prepare regular and ad hoc financial reports for executive leadership, highlighting key / Business and Industry insights and recommendations.
• Provide meaningful commentary on financial results, explaining key drivers and variances from budget and prior periods.
• Collaborate with other departments to ensure accurate and timely reporting of financial data.
  

Strategic Planning

• Contribute to the development of the company's long-term strategic plans by providing financial insights and analysis.
• Assist in evaluating potential business opportunities, investments, and acquisitions by conducting financial due diligence.
  

Financial Modeling

• Build and maintain complex financial models to support various scenarios and strategic decisions.
• Analyze the financial impact of proposed initiatives and projects, including ROI Postgraduate, Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or advanced degree preferred.
  

• MBA in Finance from a premier institution (IIMs preferred) is highly desirable.
• Around 5+ years' experience in Ops, financial planning, analysis, or related roles.
• Proficiency in financial modeling and data analysis, as well as advanced Microsoft Excel skills.
• Strong analytical mindset with the ability to translate complex data into actionable insights.
• Knowledge of financial software and ERP systems (e.g., SAP, Oracle) is advantageous.
• Familiarity with industry best practices and emerging trends in FP&A