Senior Financial Planning Analyst

5 - 9 years

0 Lacs

Posted:17 hours ago| Platform: Shine logo

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On-site

Job Type

Full Time

Job Description

As part of the strategic team at our company, your role involves handling M&A and due diligence processes on both the buy and sell sides. You will be responsible for identifying and analyzing deals, conducting financial analysis, preparing business cases, and creating presentations for investment decisions. Collaboration with the CFO, business heads, and FP&A leadership will be key in this position. **Key Responsibilities:** - Support Mergers and Acquisitions by conducting due diligence on acquisition targets and liaising with external service providers like law firms and market research companies. - Assist in the integration processes of acquisitions for the parent company. - Support fund raising initiatives and represent the company in sell-side due diligence processes to showcase the financial health and projections. - Conduct company, industry, and market/competitor research, and create professional presentations using tools like PowerPoint, Word, and Excel. - Drive the Management Reporting process at segment, regional, market, and LOB levels. - Conduct specialized tasks such as M&A buyer searches, key facts research, market/industry/economic overview research and analysis, and comparable company analysis. - Develop financial models, provide analytical support for M&A activities, and present comprehensive financial analysis including balance sheet analysis, company valuations, and financial statements. - Create Investment Decks for Corporate Investors using Microsoft Suite and other relevant tools. - Update and maintain financial models and detailed forecasts of the company's future operations. - Perform cost/profitability analyses of various business and product lines, project and monitor company cash flow, and prepare funds flow reports. **Qualifications Required:** - Excellent analytical, logical, and presentation skills. - Sound understanding of financial statements, financial modeling, and valuation. - Ability to confidently interact with CXOs and client executives independently. - Proficiency in Microsoft Suite and other analytical software and tools. - Comfortable working with large data sets, complex pivot/data tables, and Excel macros and formulas. - Expertise in understanding, analyzing, and summarizing financial data clearly and concisely. - Strong communication and interpersonal skills for interaction at all levels of the organization. - Attention to detail, accuracy, process-oriented, and organized with the ability to multitask, prioritize, and deliver within tight deadlines. If you possess a postgraduate degree in a quantitative discipline (preferably an MBA) or hold certifications like CA/CPA/CFA/CMA Inter, or have a qualified Bachelor's degree in accounting or finance with a minimum of 5 years of relevant experience, you are a preferred candidate for this role.,

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