Financial Planning Analyst

Key Responsibilities

• Prepare annual budgets, monthly forecasts, and financial plans.
• Analyze financial performance and provide variance analysis against budgets and forecasts.
• Develop and maintain financial models and dashboards.
• Prepare monthly MIS reports and management presentations.
• Monitor key business metrics and identify trends, risks, and opportunities.
• Support strategic planning and business decision-making through financial analysis.
• Assist in cash flow planning and working capital management.
• Coordinate with different departments to gather financial and operational data.
• Ensure accuracy and integrity of financial data and reports.
• Support management during audits and financial reviews.

Required Qualifications

CA Intermediate Qualified / CA Final Appeared / CA Qualified.

Bachelor's degree in Commerce, Finance, Accounting, or a related field.

1 -4 years of experience in Financial Planning & Analysis, Finance, or Accounting.

Strong knowledge of budgeting, forecasting, financial reporting, and variance analysis.

Advanced proficiency in MS Excel (Pivot Tables, VLOOKUP, XLOOKUP, Financial Modeling).

Good understanding of financial statements and accounting principles.

Experience with ERP systems is an added advantage.

Required Skills

Strong analytical and problem-solving skills.

Excellent numerical and financial analysis abilities.

Attention to detail and accuracy.

Good communication and presentation skills.

Ability to work independently and meet deadlines.

Strong business acumen and stakeholder management skills.