Job description-Corporate Finance & Budgeting Analyst

Career Level: CL10

Experience: 5–8 Years

Core Skill: Financial Planning & Analysis (FP&A)
Qualification: B.Com. or a bachelor's degree in Finance, Accounting, Economics, or a related discipline. MBA, CA, or CMA is preferred but not mandatory.

Job Summary

We are seeking a detail-oriented Senior Analyst to join our Financial Planning & Analysis team. This position focuses on financial forecasting, budgeting, management reporting, financial modelling, and business performance evaluation.

The successful candidate will analyse financial information, monitor key performance indicators, investigate variances, and translate complex data into actionable recommendations. The role also involves partnering with business stakeholders, improving reporting efficiency, and supporting financial planning activities in a global delivery environment.

Candidates with experience in product-driven industries and exposure to ERP systems, financial planning platforms, and business intelligence tools will be preferred.

Key Responsibilities

Budgeting and Forecast Management

• Coordinate the preparation of budgets, forecasts, and financial planning submissions.

• Support annual operating plans, rolling forecasts, and long-range planning.

• Prepare revenue and gross margin forecasts for assigned product or business categories.

• Consolidate inputs from multiple stakeholders and ensure consistency across financial submissions.

• Monitor forecast assumptions, business risks, and financial dependencies.

• Compare actual financial results with budgeted and forecasted figures.

Financial Reporting and Performance Analysis

• Prepare monthly financial reports, management dashboards, and customised analytical reports.

• Analyse revenue, expenses, gross margin, working capital, and other financial performance indicators.

• Investigate significant variances and identify their underlying business causes.

• Prepare detailed commentary explaining financial results and performance trends.

• Develop financial models and scenario analyses to support business decisions.

• Maintain KPI reports and provide insights for management reviews.

• Escalate emerging financial risks and highlight potential improvement opportunities.

Business Partnering

• Collaborate with finance teams, operational stakeholders, and service delivery partners.

• Gather and validate financial information from relevant business functions.

• Respond to stakeholder requests for financial analysis and reporting.

• Present financial insights and recommendations through reports and presentations.

• Maintain effective communication regarding reporting schedules, deliverables, and issues.

Financial Systems and Data Management

• Extract and analyse financial information using SAP ECC or equivalent ERP systems.

• Support general ledger mapping, cost centre allocation, and financial data validation.

• Use advanced Excel for financial modelling, reconciliations, and large-scale data analysis.

• Leverage reporting tools to improve the visibility and accessibility of financial information.

• Identify opportunities to automate repetitive tasks and reduce manual reporting effort.

• Follow established controls and maintain accurate, consistent financial records.

Process Excellence and Team Development

• Document financial reporting procedures and support standardisation across processes.

• Recommend improvements to reporting accuracy, turnaround time, and operational efficiency.

• Support quality assurance and work coordination within the FP&A team.

• Mentor junior analysts and assist with knowledge transfer.

• Take ownership of assigned deliverables and ensure timely completion.

Required Skills and Qualifications

• 5–8 years of relevant experience in financial planning and analysis, commercial finance, budgeting, or financial reporting.

• Strong knowledge of financial planning, forecasting, budgeting, and variance analysis.

• Ability to interpret financial statements and analyse revenue, cost, margin, and working capital movements.

• Advanced Excel skills, including pivot tables, complex formulas, lookups, and financial modelling.

• Experience producing management reports and communicating financial performance.

• Strong analytical thinking and problem-solving abilities.

• Excellent stakeholder communication and presentation skills.

• Ability to work independently, prioritise tasks, and meet deadlines.

• Strong data accuracy, process management, and organisational skills.

• Bachelor's degree in Finance, Commerce, Accounting, Economics, or a related discipline.

Preferred Skills and Experience

• Industry experience in retail, wholesale, manufacturing, merchandising, or consumer packaged goods.

• Experience with SAP ECC or comparable ERP systems.

• Exposure to Anaplan, IBM Planning Analytics (TM1), SAP Analytics Cloud (SAC), or OneStream.

• Familiarity with Power BI, Tableau, Palantir, or Snowflake.

• Understanding of financial data warehouses and automated reporting processes.

• MBA, CA, or CMA qualification is an advantage.

Ideal Candidate

The ideal candidate combines strong financial analysis capabilities with practical experience in budgeting, forecasting, and management reporting. They should be comfortable working with large financial datasets, explaining performance variances, and collaborating with stakeholders to deliver accurate and actionable business insights.