Financial Planning & Analysis (FP&A) Professional

We are seeking an experienced and analytical Financial Planning & Analysis (FP&A) professional with 4–7 years of experience to support financial planning, budgeting, forecasting, management reporting, and business performance analysis. The ideal candidate will have strong financial acumen, excellent analytical capabilities, and the ability to translate financial data into actionable business insights. This role will work closely with finance and business stakeholders to understand performance, identify trends, evaluate financial outcomes, and support informed decision-making.

Key Responsibilities

• Lead and support the financial planning and analysis process, including annual budgets, forecasts, long-term plans, and periodic financial updates.
• Prepare monthly, quarterly, and annual management reports covering revenue, expenses, profitability, cash flows, and key financial metrics.
• Analyze actual financial performance against budgets, forecasts, and previous periods, identifying key variances and underlying business drivers.
• Develop and maintain detailed financial models to support forecasting, scenario analysis, business performance reviews, and strategic decision-making.
• Partner with business teams to gather financial and operational inputs and ensure accuracy and consistency of planning assumptions.
• Prepare insightful dashboards and presentations for senior management, highlighting financial trends, risks, opportunities, and areas requiring attention.
• Support business planning activities by evaluating revenue opportunities, cost structures, resource requirements, and financial implications of strategic initiatives.
• Conduct profitability, cost, margin, and variance analysis across business units, products, services, or functions.
• Assist in developing financial scenarios and sensitivity analyses to evaluate the potential impact of changing business assumptions.
• Track key performance indicators and establish meaningful financial and operational metrics to monitor business performance.
• Collaborate with accounting and finance teams during month-end and year-end processes to ensure accurate reporting and reconciliation of financial information.
• Identify opportunities for process improvements, automation, and standardization within FP&A and management reporting activities.
• Provide ad-hoc financial analysis and insights to support management decisions and business reviews.

Must-Have Skills

• Strong expertise in Financial Planning & Analysis (FP&A).
• Hands-on experience with budgeting, forecasting, financial modelling, and management reporting.
• Strong understanding of financial statements, P&L analysis, balance sheet, and cash-flow concepts.
• Ability to perform detailed variance, profitability, cost, and trend analysis.
• Advanced proficiency in Microsoft Excel, including financial modelling, pivot tables, lookups, and analytical functions.
• Strong analytical and problem-solving skills with high attention to detail.
• Ability to work with large datasets and convert complex financial information into clear business insights.
• Strong communication and presentation skills, with the ability to interact effectively with senior stakeholders.
• Ability to manage multiple priorities and deliver accurate analysis within tight deadlines.

Good-to-Have Skills

• Exposure to business planning and strategic financial planning.
• Experience with financial planning tools, ERP systems, BI platforms, or reporting automation tools.
• Knowledge of Power BI, Tableau, or similar data visualization platforms.
• Experience working with cross-functional business teams and supporting strategic initiatives.
• Exposure to process automation and improving financial reporting efficiency.

Experience & Qualifications

• 4–7 years of relevant experience in FP&A, financial analysis, corporate finance, management reporting, or related finance functions.
• A bachelor's degree in Finance, Accounting, Economics, Business, or a related discipline is preferred.
• Professional qualifications such as CA, CMA, CFA, MBA Finance, or equivalent would be an added advantage.

Ideal Candidate

The ideal candidate is a commercially aware finance professional who combines strong analytical and financial modelling skills with a practical understanding of business performance. They should be comfortable working with large amounts of financial data, challenging assumptions, identifying trends, and presenting meaningful insights to stakeholders. The candidate should demonstrate ownership, accuracy, structured thinking, and the ability to contribute effectively to both routine FP&A activities and broader business planning initiatives.