Financial Planning Analyst

Financial Planning Analyst

Roles & Responsibilities:

• Reporting and Analysis

  : Prepare monthly

  Branch Profitability statements

  for management review. Extract and analyze branch-level data, and discuss findings with business heads.

• Planning and Budgeting

  : Work on the annual planning and budgeting exercise, monitor budgeted numbers against actuals, and analyze large variances.

• Forecasting

  : Prepare running forecasts on a quarterly and annual basis, including a three-year forecast.

• Cost Allocation

  : Perform detailed

  cost allocation

  based on set guidelines and continually work on assumptions to improve processes.

• Performance Assessment

  : Produce detailed analytics on a branch and product basis to assess the performance of all business heads.

• Analytical Models

  : Understand and implement various analytical models to gain deeper insights into data, which will help drive future courses of action, such as collection strategies or expansion plans.

• Process Automation

  : Work on the automation of certain processes, MIS, and dashboards using tools like

  Tableau

  .

• Metric Design

  : Assist in developing standard metrics that can be used for business inputs and for measuring performance standards.

Skills Required:

• Prior experience in the

  Bank/NBFC sector

  within finance.
• Strong skills in

  Excel and PowerPoint

  .
• Good communication skills.
• A team player, able to deliver on timelines and open to new learnings.
• A passion for the finance sector and a keenness to use data as a business driver.

QUALIFICATION:

• An MBA with relevant experience.