Financial Planning Analyst

Role Summary

FP&A CA

Key Responsibilities

Financial Planning & Forecasting

• Own annual budgeting, quarterly re-forecasting, and long-range planning (LRP).
• Develop driver-based

  financial models

  for revenue, margin, OPEX, CAPEX, and cash flow.
• Conduct

  scenario & sensitivity analysis

  (best/worst/base cases).
• Build rolling

  13-week cash forecasts

  and working capital models.

Performance Management & Analytics

• Build and maintain

  Power BI dashboards

  for P&L, product/plant performance, customer profitability, sales vs. forecast, and variance analysis.
• Provide monthly

  MIS

  with clear commentary: actual vs. budget, trend analysis, key drivers.
• Identify cost optimization opportunities; support

  product costing

  and

  margin improvement

  initiatives.

Data Strategy & Governance

• Define data mapping for finance systems (ERP → Power BI); ensure data accuracy and timeliness.
• Partner with IT/Operations to automate data pipelines and establish

  single source of truth

  .
• Maintain master data for SKU/customer/plant hierarchies for clean reporting.

Business Partnering

• Work closely with Sales, Operations, SCM, and Projects to align

  operational plans

  with financial outcomes.
• Support pricing decisions, investment proposals, and

  Capex appraisals (NPV/IRR)

  .
• Present insights to senior leadership; challenge assumptions where required.

Compliance & Controls

• Ensure FP&A processes comply with internal controls; support audits with analysis.
• Standardize templates, calendars, and SOPs for planning and reporting cycles.

Key Result Areas (KRAs) & KPIs

1) Budgeting & Forecasting

• Budget completion by deadline; ≤2% variance vs. approved plan.
• Forecast accuracy:
• Revenue ±5% | Gross Margin ±100 bps | EBITDA ±5% | Cash ±7%.

2) Analytics & Dashboards

• Power BI adoption rate: ≥90% of leadership using dashboards monthly.
• Data refresh timeliness: 100% by T+2 working days after month close.

3) Month Close & MIS

• MIS delivery: T+3 working days with actionable commentary.
• Variance bridge completeness: ≥95% drivers explained.

4) Cost & Margin Improvement

• Identified savings opportunities: ₹X per quarter; realized savings tracked.
• Product/customer margin improvement: +X bps QoQ on targeted portfolios.

5) Data Quality & Automation

• Data integrity errors reduced to <1% across dashboards.
• Automation: Reduction of manual MIS prep time by ≥40% in 6 months.

Qualifications

• Mandatory:

  Chartered Accountant (CA).

• Experience:

  3–7 years in FP&A/Corporate Finance/Business Analytics (manufacturing preferred).

• Technical:

• Power BI

  (DAX, modeling, measures, row-level security, Power Query).
• Advanced

  Excel

  (Power Pivot, dynamic arrays, scenario modeling).
• Exposure to

  ERP

  (SAP/Oracle/Microsoft Dynamics/Tally/Busy) and database basics.
• Strong understanding of

  P&L, balance sheet, cash flow

  , product costing, and working capital.

• Soft Skills:

  Strong business partnering, stakeholder communication, executive presentation, problem-solving, and ownership.

Tools & Platforms

• Power BI

  , Excel (Power Query/Power Pivot),

  MS Teams

  , SharePoint, SQL basics (preferred).
• ERP: [Insert ERP name].
• Planning tools: [If applicable—Anaplan/Adaptive/Board].

Competencies

• Analytical rigor with business mindset.
• Curiosity and bias for action; ability to challenge and influence.
• Structured thinking and crisp storytelling with data.
• High integrity and confidentiality in handling financial information.

#click to apply https://forms.gle/mcMeMqE4KBqEWTaA7