Role: Analyst - Financial Planning & Analysis

Industry Type: Pharmaceutical & Life Sciences

Department: Finance & Accounting

Employment Type: Full Time, Permanent

Role Category: Finance

Location: Goregaon East, Mumbai

Job Type: Work from Office, 6days We are seeking a commercially driven finance professional who can transform financial and operational data into meaningful business insights. This role is focused on management reporting, business analytics, profitability analysis, budgeting support, and performance monitoring rather than routine accounting or taxation.

The ideal candidate should be highly proficient in Excel, comfortable working with large datasets, and capable of preparing insightful MIS reports that enable management to make informed business decisions. Key Responsibilities

Management Information System (MIS)

Prepare daily, weekly, and monthly MIS reports for management.

Develop dashboards to monitor key business and financial metrics.

Automate recurring reports to improve efficiency and accuracy.

Ensure timely dissemination of business performance reports.

Business Analytics

Analyse sales trends across products, brands, territories, channels, and customer segments.

Identify opportunities for improving revenue, margins, and operational efficiency.

Perform profitability analysis at product, customer, channel, and business-unit levels.

Track KPIs and highlight key business exceptions and trends.

Financial Planning & Analysis (FP&A;)

Assist in annual budgeting and periodic forecasting.

Conduct budget vs. actual variance analysis with detailed commentary.

Monitor departmental spending against approved budgets.





Prepare financial models to support strategic decision-making.

Commercial Finance

Analyse pricing, discounts, promotional schemes, and contribution margins.

Evaluate the financial impact of new business initiatives.

Support management with investment and cost-benefit analysis.

Prepare business cases for new projects.

Data & Process Improvement

Build Excel-based analytical models and dashboards.

Work closely with ERP, Sales, Operations, and Accounts teams to ensure data accuracy.

Recommend automation opportunities to reduce manual reporting.

Standardize reporting formats across the organization.

Cross-functional Coordination

Liaise with Sales, Marketing, Supply Chain, Procurement, and Accounts teams.

Translate business requirements into actionable financial insights.

Present analytical findings to senior management.

Candidate

Profile

Education

B.Com / BBA / MBA (Finance)

CA Inter / CMA Inter preferred but not mandatory.

Experience

3 to 6 years in Business Finance, FP&A;, MIS, Commercial Finance, or Financial Analysis.

Experience in B2C, Retail, E-commerce, Healthcare, Pharma, FMCG, or Consumer Goods businesses preferred.

Technical Skills

Advanced Microsoft Excel (Pivot Tables, XLOOKUP, INDEX-MATCH, Power Query, Power Pivot).

Strong analytical and financial modelling skills.

Experience with ERP systems.





Power BI or Tableau experience would be a significant advantage.

SQL knowledge is an added benefit.

Key Competencies

Robust analytical mindset.

Commercial understanding of business operations.

Ability to interpret numbers and explain business implications.

Excellent presentation and communication skills.

High attention to detail.

Problem-solving and critical thinking.

Ability to work independently with minimal supervision. Key Deliverables:

Daily Sales MIS

Gross Margin & Contribution Analysis

Product-wise Profitability Report

Customer-wise Profitability Report

Budget vs Actual Analysis

Sales Trend Analysis

Working Capital Dashboard

Inventory Ageing & Slow-moving Stock Analysis

Branch/Region Performance Dashboard

Cash Flow MIS

Executive Dashboard for Leadership

Monthly Business Review (MBR) presentations Success Metrics (KPIs):

Accuracy and timeliness of MIS reports.

Actionable insights generated for business improvement.

Reduction in manual reporting effort through automation.

Quality of budget and forecast analysis.

Improvement in reporting turnaround time.

Effectiveness of dashboards and management presentations. Someone who doesn't just report numbers but asks why the numbers changed. Should be curious, commercially aware, and able to convert raw data into recommendations that improve profitability, optimize costs, and support strategic decisions.

The role serves as a finance business partner to leadership, enabling faster and better-informed decisions. If interested please share your profile at [email protected] We look forward to connect!

📌 Business Finance Analyst (Mumbai)
🏢 Akidha
📍 Mumbai