Card Name: AIOC-S01659236
Designation: Financial Planning & Analysis Senior Analyst
Career Level: CL10
Experience: 5–8 Years
Qualification: B.Com or a graduate degree in Finance, Economics, Accounting, or a related discipline. MBA, CA, or CMA is an advantage but not mandatory.
Core Skill: Financial Planning & Analysis (FP&A)

Job Overview

We are seeking a skilled Financial Planning & Analysis (FP&A) Senior Analyst with 5–8 years of relevant experience in financial planning, budgeting, forecasting, variance analysis, and management reporting. The candidate will be responsible for preparing accurate financial forecasts, analysing business performance, generating actionable insights, and supporting strategic decision-making.

The role involves collaborating with cross-functional stakeholders, monitoring financial KPIs, identifying business risks and opportunities, and driving continuous improvement in financial reporting and planning processes. The ideal candidate should have strong analytical skills, advanced Excel proficiency, excellent communication abilities, and the capability to manage recurring deliverables independently in a global delivery environment.

Key Responsibilities

1. Financial Planning and Forecasting

• Prepare accurate budget inputs, financial forecasts, and rolling forecasts for revenue and gross margin.

• Support annual budgeting and long-range financial planning for the retail business.

• Consolidate and validate financial submissions from stakeholders.

• Track planning assumptions, risks, dependencies, and business performance trends.

2. Financial Analysis and Management Reporting

• Conduct detailed variance analysis across revenue, costs, gross margin, and working capital.

• Prepare monthly and ad hoc management reports with clear financial commentary.

• Analyse financial trends and business drivers to provide actionable insights.

• Maintain KPI trackers and support periodic financial performance reviews.

• Identify emerging financial risks and opportunities and communicate findings to relevant stakeholders.

3. Business Partnering and Stakeholder Management

• Collaborate with cross-functional teams to understand business drivers and validate financial data.

• Respond to stakeholder queries and provide timely, accurate financial information.

• Build effective working relationships with internal teams and service delivery partners.

• Support stakeholder meetings through financial presentations, analysis, and reporting materials.

4. Process Improvement and Financial Controls

• Identify opportunities to simplify reporting and improve financial planning processes.

• Strengthen data quality, reporting accuracy, and internal controls.

• Standardise and document FP&A processes and recurring deliverables.

• Leverage Excel, Power BI, and finance systems to improve productivity and reporting efficiency.

5. Team Coordination and Delivery

• Manage assigned financial deliverables independently and meet agreed timelines.

• Support team leads with work coordination and quality assurance.

• Mentor junior analysts, assist with onboarding, and contribute to knowledge sharing.

• Maintain accurate documentation and ensure consistency across reporting cycles.

Required Skills and Experience

• 5–8 years of relevant experience in FP&A, financial planning, budgeting, forecasting, or commercial finance.

• Strong knowledge of financial analysis, variance analysis, management reporting, and financial modelling.

• Ability to analyse revenue, costs, gross margin, working capital, and key financial performance indicators.

• Advanced Microsoft Excel skills, including pivot tables, complex lookups, large datasets, and financial models.

• Strong analytical, problem-solving, and data interpretation skills.

• Excellent written and verbal communication skills.

• Effective stakeholder management and business partnering capabilities.

• Ability to manage multiple deliverables, maintain accuracy, and meet deadlines.

Preferred Skills

• Exposure to manufacturing, retail, wholesale, merchandising, consumer packaged goods (CPG), or other product-driven industries.

• Working knowledge of SAP ECC or equivalent ERP systems for report extraction, cost centre mapping, and general ledger coding.

• Familiarity with planning tools such as TM1, SAP Analytics Cloud (SAC), Anaplan, or OneStream.

• Experience with reporting and visualisation tools such as Power BI, Tableau, or Palantir.

• Familiarity with Snowflake or data warehouse reporting environments.

Educational Qualifications

• B.Com or a graduate degree in Finance, Economics, Accounting, or a related discipline.

• MBA, CA, or CMA qualification is an added advantage but not mandatory.

Key Competencies

• Financial and business acumen

• Analytical thinking and attention to detail

• Planning and forecasting expertise

• Stakeholder collaboration and communication

• Process improvement and control awareness

• Ownership, accountability, and time management

• Team coordination and mentoring

Core Skill: Financial Planning & Analysis (FP&A)

Ideal Candidate: A detail-oriented finance professional capable of delivering reliable forecasts, insightful financial analysis, and accurate management reporting while supporting business decisions and continuous process improvement.