Lead FPNA- Financial Planning- US Bank Exposure- 5+ Yrs- Pune/Gurgaon

Manager/Lead - Financial Planning & Analysis (FP&A) - US Bank Exposure - 5+ Years - Mumbai/Gurgaon

Location

An excellent opportunity for experienced FP&A professionals to join a dynamic global investment banking environment. The role involves developing and analyzing financial models, forecasting performance, preparing management reports, and supporting capital and balance sheet planning. Ideal for candidates with strong analytical skills, financial acumen, and experience in global reporting processes.

Your Future Employer

Responsibilities

1. Develop financial models to forecast revenues, expenses, and profitability under various business and market scenarios.
2. Analyse key financial metrics (NII, fees, trading income, etc.) and prepare detailed variance and profitability reports.
3. Support

   capital and balance sheet planning

   including RWA, CET1, LCR, and NSFR calculations.
4. Provide inputs for

   regulatory and management reporting

   such as CCAR/ICAAP, earnings calls, and board presentations.
5. Prepare management dashboards and reports for senior stakeholders and leadership teams.
6. Collaborate with regional finance teams, business heads, and global finance control units to drive strategic insights.
7. Contribute to

   automation and process improvement

   initiatives to enhance FP&A efficiency and accuracy.

Requirements

1. 5–10 years of experience in

   Financial Planning & Analysis (FP&A)

   roles.
2. Bachelor’s degree in Finance, Economics, or related field; advanced qualifications like

   MBA, CA, CPA, CFA, or FRM

   preferred.
3. Deep understanding of the

   FP&A process lifecycle

   and exposure to

   global banking or financial services

   .
4. Proficiency in

   financial tools

   such as SAP, Oracle, Hyperion, or TM1.
5. Hands-on knowledge of

   automation and analytical tools

   like SQL, VBA, or Python (preferred).
6. Excellent

   communication, reporting, and presentation skills

   , with the ability to interact effectively with senior management.

What is in it for you

• Opportunity to work with a globally recognized financial institution.
• Exposure to senior leadership and cross-functional global finance teams.
• Involvement in strategic decision-making through analytics-driven insights.
• Scope to enhance technical capabilities with modern automation tools.

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