Financial Planning Analyst

FP&A Analyst Financial Planning & Analysis | Manufacturing & Consumer Electricals | Noida

Role Overview

FP&A Analyst (Financial Planning & Analysis)

The FP&A Analyst will play a key role in designing the company’s management reporting systems, budgeting framework, and financial dashboards. You’ll be expected to interpret trends, spot risks, and recommend corrective actions — helping leadership make faster, smarter decisions.

ownership

Key Responsibilities

Planning, Budgeting, and Forecasting

• Lead preparation of the company’s annual operating plan (AOP) in collaboration with the MD and functional heads.
• Maintain rolling 3-month and 6-month forecasts for sales, gross margin, and cash flow.
• Build dynamic Excel-based and Power BI forecast models linked to ERP data.
• Support scenario modeling — e.g., impact of raw material price fluctuation, discount changes, or working-capital delays.

Management Reporting & MIS

• Prepare monthly

  management P&L

  segmented by department, product line, geography, and sales channel.
• Create dashboards showing month-on-month trends for revenue, margin, and expense control.
• Develop standard reporting templates for variance analysis, region-wise performance, and cost drivers.
• Work closely with accounting to ensure data accuracy, correct cost allocations, and reconciliations.

Business Analysis & Insights

• Identify profitability levers across product families and distributors.
• Highlight early warning signals on cost escalations, AR delays, or inventory build-ups.
• Conduct deep-dive analysis into gross margin changes, linking them to pricing, logistics, or procurement factors.
• Translate analysis into actionable insights for Sales, SCM, and Production teams.

Cash Flow & Working Capital Management

• Forecast daily and monthly cash positions and assist in treasury planning.
• Build models to simulate working-capital efficiency (DSO, DPO, and inventory days).
• Coordinate with Accounts Receivable and Payables to maintain liquidity without compromising growth.

System & Process Development

• Collaborate with the ERP team to automate recurring financial reports.
• Design Power BI dashboards integrating sales, finance, and inventory KPIs.
• Drive improvements in data hygiene, credit controls, and reporting accuracy.
• Implement continuous improvement projects for faster month-end closures.

Cross-Functional Partnering

• Partner with Sales to validate revenue projections and assess dealer-level profitability.
• Partner with SCM to evaluate procurement trends, freight costs, and production efficiency.
• Partner with HR for manpower budgeting and productivity metrics.
• Serve as the go-to finance business partner for all strategic projects and cost optimization initiatives.

Strategic Decision Support

• Present findings and insights directly to the Managing Director and senior management during monthly reviews.
• Participate in strategic discussions on pricing, discounts, and expansion plans.
• Evaluate potential capex or new product investments from a financial viability standpoint.

What Success Looks Like in 6–12 Months

• Accurate, real-time monthly P&L and variance reports automated via ERP/Power BI.
• Visibility on cost drivers and clear accountability for margin control across departments.
• Cash flow forecasting accuracy improved to 5% variance.
• Monthly insights deck delivered to management with actionable recommendations.
• Successful design and execution of FY26 budgeting cycle.

Technical & Analytical Skills Required

• Advanced Excel proficiency (Power Query, Pivot, Macros, complex formulas).
• Solid understanding of P&L, Balance Sheet, and Cash Flow relationships.
• Experience with Power BI / Tableau dashboards preferred.
• Knowledge of ERPs, Tally, or SAP (finance modules).
• Strong numerical and logical reasoning skills.
• Ability to simplify complex data into visually intuitive reports and business narratives.

Educational & Experience Requirements

• Education:

  CA Inter / CMA / MBA (Finance) / M.Com with strong quantitative and analytical aptitude.

• Experience:

  3–5 years in FP&A, MIS, or Business Finance roles — ideally in manufacturing, consumer durables, or FMCG.

• Language:

  English and Hindi (for business discussions with regional teams).