Financial Planning Analyst

Summary:

The ideal candidate will be responsible for preparing, analyzing, and presenting financial reports and MIS to support management in strategic and operational decision-making. The ideal candidate should have a strong foundation in accounting and financial analysis, with proven expertise in Excel-based reporting, and a solid understanding of P&L, Balance Sheet, and General Ledger.

Key Responsibilities:

• Prepare and maintain

  Monthly MIS reports

  , dashboards, and performance summaries for management review.
• Conduct

  segmental / departmental / course-level financial analysis

  to assess performance, cost structures, and revenue streams.
• Perform

  variance analysis

  and provide actionable insights.
• Support

  budgeting and forecasting processes

  in coordination with department heads.
• Ensure accuracy and completeness of financial records in the

  General Ledger (GL)

  .
• Prepare and review

  Profit & Loss statements

  ,

  Balance Sheets

  , and

  Cash Flow statements

  .
• Develop and automate

  Excel-based financial models

  and templates for reporting and analysis.
• Present financial information in a clear and concise manner using visual formats (charts, dashboards, PowerPoint).
• Collaborate with cross-functional teams to streamline reporting processes and enhance data accuracy.

Key Skills & Competencies:

• Strong analytical, quantitative, and problem-solving abilities.
• Excellent command over

  MS Excel

  (Pivot Tables, Lookups, Conditional formulas, Power Query, Charts).
• Working knowledge of

  accounting principles

  ,

  GL

  ,

  P&L

  , and

  Balance Sheet preparation

  .
• High attention to detail and ability to manage multiple reporting timelines.
• Effective communication and presentation skills.

Qualification & Experience:

• CA (Inter)

  or equivalent professional qualification (MBA Finance preferred).

• Minimum 5 years of experience

  in Financial Planning & Analysis / MIS / Reporting roles as an Independent Contributor.

Share your resume at rhythm.chadhaa@bennett.edu.in