Financial Planning and Analysis

This is a fully remote position, open to applicants in India.

📋 Description

• Oversee and assist in financial planning and analysis activities, which include the creation of annual budgets, forecasts, long-term plans, and regular financial updates.

• Generate monthly, quarterly, and yearly management reports that summarize revenue, expenses, profitability, cash flows, and key financial indicators.

• Evaluate actual financial outcomes against budgets, forecasts, and prior periods, identifying discrepancies and the underlying business factors.

• Create and sustain financial models for forecasting, scenario analysis, performance evaluations, and strategic decision-making.

• Collaborate with business units to collect financial and operational data, ensuring accurate and consistent planning assumptions.

• Design dashboards and presentations for senior management that illustrate financial trends, risks, opportunities, and critical focus areas.

• Assist in business planning by assessing revenue prospects, cost structures, resource needs, and the financial impact of strategic initiatives.

• Conduct analysis on profitability, costs, margins, and variances across various business segments, products, services, or functions.

• Develop financial scenarios and sensitivity analyses to assess the impact of changing business conditions.

• Monitor key performance indicators and define financial and operational metrics to evaluate business performance.

• Work in conjunction with accounting and finance teams during month-end and year-end processes to guarantee accurate reporting and reconciliation.

• Spot opportunities for process enhancements, automation, and standardization within FP&A and management reporting.

• Provide timely ad-hoc financial analysis and insights to aid management decisions and business evaluations.

⛳️ Requirements

• A minimum of 4 years of relevant experience in FP&A, financial analysis, corporate finance, management reporting, or similar finance roles.

• Extensive knowledge in Financial Planning & Analysis (FP&A).

• Practical experience with budgeting, forecasting, financial modeling, and management reporting.

• Strong comprehension of financial statements, P&L analysis, balance sheets, and cash flow concepts.

• Proficient in performing in-depth variance, profitability, cost, and trend analyses.

• Advanced skills in Microsoft Excel, including financial modeling, pivot tables, lookups, and analytical functions.

• Exceptional analytical and problem-solving abilities with meticulous attention to detail.

• Capability to handle large datasets and transform complex financial data into clear business insights.

• Strong communication and presentation skills, enabling effective interaction with senior stakeholders.

• Ability to juggle multiple priorities and deliver precise analysis within tight deadlines.

• Familiarity with business planning and strategic financial planning.

• Experience using financial planning tools, ERP systems, BI platforms, or reporting automation tools.

• Knowledge of data visualization platforms such as Power BI, Tableau, or similar.

• Experience collaborating with cross-functional business teams and supporting strategic initiatives.

• Exposure to process automation and enhancing financial reporting efficiency.

• A bachelor's degree in Finance, Accounting, Economics, Business, or a related field is preferred.

• Professional credentials such as CA, CMA, CFA, MBA Finance, or equivalent are beneficial.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health, dental, and vision insurance.

• Retirement savings plan with employer matching.

• Opportunities for professional development and career advancement.

• Flexible work hours and the possibility for remote work.

• Generous paid time off and holiday policies.