Job Description Financial Modelling Analyst / Senior Financial Analyst (FP&A;)

Position: Financial Modelling Analyst / Senior Financial Analyst (FP&A;)
Experience: 58 Years
Location: Nashik (On-site)
Industry: IT / ITES / Software Services (Mandatory)
Qualification: CA (Mandatory)
Joining Preference: Immediate Joiners / Candidates serving up to 30 days' notice

Job Summary

We are looking for a highly analytical and business-oriented Financial Modelling Analyst / Senior Financial Analyst to join our Finance team. The ideal candidate should have 5–8 years of experience in Financial Planning & Analysis (FP&A;), Financial Modelling, Budgeting, Forecasting, and Business Finance within an IT/ITES organization.

The candidate must possess strong expertise in developing financial models, analyzing business performance, budgeting, forecasting, MIS reporting, and financial planning. Hands-on experience with Power BI is mandatory, along with advanced Microsoft Excel skills. The ideal candidate should also be adaptable to AI-driven finance tools and automation, with excellent communication and stakeholder management skills.

Candidates based in Nashik or willing to relocate to Nashik are highly preferred.

Key Responsibilities

Financial Modelling

- Develop and maintain complex financial models to support strategic business decisions.
- Build three-statement financial models (Profit & Loss, Balance Sheet, and Cash Flow).
- Prepare revenue, cost, profitability, pricing, and investment models.
- Conduct scenario planning, sensitivity analysis, and what-if analysis.
- Support business case preparation and financial feasibility studies.

Financial Planning & Analysis (FP&A;)

- Prepare annual budgets, rolling forecasts, and long-term financial plans.
- Perform variance analysis (Budget vs Actual vs Forecast) and provide actionable insights.
- Analyze financial and operational KPIs to support business performance.
- Identify opportunities for cost optimization and revenue enhancement.
- Partner with business leaders to support strategic planning and financial decision-making.

Financial Reporting & MIS

- Prepare monthly, quarterly, and annual financial reports.




- Develop management dashboards and executive presentations.
- Ensure timely preparation of MIS reports and financial analysis.
- Present key financial insights and recommendations to senior management.

Power BI & Data Analytics (Mandatory)

- Design, develop, and maintain Power BI dashboards for financial reporting and business analytics.
- Build interactive dashboards and reports to monitor financial performance and KPIs.
- Perform data modelling, data visualization, and report automation using Power BI.
- Work with multiple data sources to generate meaningful business insights.
- Utilize DAX, Power Query, and advanced reporting techniques.

AI & Digital Finance

- Leverage AI-powered tools to enhance financial planning, forecasting, reporting, and analytics.
- Identify opportunities to automate financial reporting and modelling processes.
- Drive finance transformation initiatives through AI and digital technologies.
- Stay updated with emerging AI tools and recommend innovative solutions to improve efficiency.

Stakeholder Management

- Collaborate with Finance, Business, Sales, Operations, and Leadership teams.
- Translate financial data into meaningful business recommendations.
- Support strategic projects, investment decisions, and management presentations.
- Communicate complex financial information clearly to both finance and non-finance stakeholders.

Required Skills

Financial Planning & Analysis

- Financial Modelling
- Financial Planning & Analysis (FP&A;)
- Budgeting
- Forecasting
- Business Planning
- Financial Planning
- Revenue Modelling
- Profitability Analysis
- Cost Analysis
- Business Valuation
- Investment Analysis
- Variance Analysis
- Scenario Analysis
- Sensitivity Analysis

Reporting & Analytics





- Financial Reporting
- MIS Reporting
- KPI Analysis
- Dashboard Reporting
- Business Analytics

Technical Skills

- Power BI (Mandatory) – Dashboard Development, Data Visualization, DAX, Power Query, Report Publishing
- Advanced Microsoft Excel (Mandatory) – Pivot Tables, Power Query, Power Pivot, Advanced Formulas, Lookup Functions , Excel Macros & VBA (Mandatory), Dashboard Creation & Automation
- ERP Systems (SAP / Oracle / Microsoft Dynamics / NetSuite or equivalent)

AI & Digital Finance

- AI-enabled Financial Planning
- Finance Automation
- Predictive Analytics
- Data Analytics
- Process Automation
- AI-powered Reporting Tools

Soft Skills

- Excellent Communication Skills
- Presentation Skills
- Stakeholder Management
- Analytical Thinking
- Strategic Mindset
- Problem Solving
- Business Partnering
- Attention to Detail

Preferred Qualifications

- CA / MBA Finance / CFA (Preferred).
- Experience in the IT/ITES or Software industry.
- Knowledge of IFRS / Ind AS.
- Experience with financial planning tools such as Anaplan, Oracle Hyperion, Adaptive Insights, or similar platforms.
- Exposure to AI-enabled finance tools and business intelligence platforms.

Candidate Profile

- 5–8 years of experience in Financial Modelling and FP&A; within an IT/ITES organization.
- Proven expertise in financial modelling, budgeting, forecasting, financial analysis, and business planning.
- Hands-on experience with Power BI is mandatory, including dashboard creation, DAX, Power Query, and financial data visualization.
- Advanced proficiency in Microsoft Excel and financial reporting.
- Strong analytical, presentation, and problem-solving skills.
- Excellent verbal and written communication with the ability to interact confidently with senior leadership.
- Technology-driven skilled with the ability to leverage AI and automation to improve finance processes.
- Candidates based in Nashik or willing to relocate to Nashik are preferred.
- Immediate joiners or candidates serving up to 30 days' notice period will be given preference.

📌 Financial Planning And Analysis Specialist (Maharashtra)
🏢 ESDS Software Solutions
📍 Maharashtra