Financial Planning Analyst

Job Description

Objective : To enhance the company's efficiency and profitability by working closely with the Head of Financial Planning & Analysis and Functional Heads in formulating medium and long-term financial plans Roles & Responsibilities: Develop profitability models for products, segments, channels, and branches. Create dashboards, reports, and presentations using BI tools to provide insights into business performance. Explain product and function performance to senior management. Analyze and comment on all business units, treasury, and support functions to identify performance improvement opportunities. Support productivity and cost-saving initiatives. Communicate financial and operational performance trends, both historical and forecasted, using appropriate metrics. Evaluate past budgets and expenditures to develop future budgets. Recommend improvements to senior management for cost reduction, revenue generation, and streamlined operations. Collaborate with Functional Heads to build annual budgets and forecasts. Present monthly/quarterly financial analysis and identify causes of unexpected variances. Behavioral: Analytical and strategic orientation Positive and self-driven Results-oriented with a focus on execution Ability to work synergistically with cross-functional teams Functional: Knowledge of the mortgage business Strong analytical skills, including the use of BI and reporting tools Excellent quantitative abilities Outstanding communication skills with the ability to build relationships High level of commercial acumen Competencies: Negotiation skills Interpersonal skills Effective communication skills Problem-solving skills Team management Advanced computer software skills, including writing macros in Excel and other accounting packages Strong knowledge of accounting, IND-AS, and regulatory frameworks