The FP&A; Professional will own the company's weekly financial planning and analysis cycle across all three geographies. This role is responsible for maintaining and forecasting our core financial models, ensuring airtight reconciliation between our working models and our system of record (Zoho Books), and converting analytics into clear, actionable recommendations on pricing, bundling, inventory, and make-vs-buy decisions.
The role also carries an auditing function — auditing forecasting as well as purchase order and receiving information, including profitability and pricing — and owns the follow-through on management decisions: recording management notes, creating and assigning tasks in Zoho Projects, and documenting outcomes and management commentary on an ongoing basis so that decisions are driven to results. Our finance function is built on Zoho Books (accounting system of record), Zoho Analytics (dashboards and reporting), and Google Sheets (primary modeling environment). The integrity of the Google Sheets data, a rigorous change log, and continuous reconciliation with Zoho are central to this role.
Key Responsibilities
1. Weekly Forecasting & Modeling
• Maintain and update the following models on a weekly cadence: the integrated financial model (across BVI, US, and Thailand entities), the P&L; model, the cash flow model, budget vs. actuals with variance analysis, the pricing model, and the inventory model including inventory consumption and the reordering model.
• Refresh forecasts based on the latest actuals, order pipeline, and consumption trends.
• Proactively flag risks such as cash shortfalls, margin erosion, stockouts, or overstock ahead of the weekly cycle where possible.
2. Reconciliation & Data Integrity
• Maintain continuous reconciliation between working models in Google Sheets and the source of truth (Zoho Books).
• Ensure Google Sheets data is accurate, current, and reconciled with Zoho Books and Zoho Analytics at all times.
• Maintain a rigorous change log for all model and data changes: what changed, when, why, and by whom.
• Investigate and resolve discrepancies between systems promptly; document root causes and fixes.




• Establish and enforce data hygiene standards, including versioning, access control, structured sheet design, and audit trails.
3. Analytics & Actionable Insights
• Build and maintain dashboards and reports in Zoho Analytics.
• Translate data into concise, decision-ready insights for leadership — recommending actions, not just reporting numbers.
• Identify trends in sales, margins, costs, and consumption across entities and SKUs.
• Deliver a weekly insights summary alongside the model refresh.
4. Pricing, Bundling & Make-vs-Buy Analysis
• Develop and maintain the pricing model; recommend appropriate price points and adjustments by SKU, channel, and market.
• Identify and evaluate bundling opportunities to improve margin and velocity.
• Perform make-vs-buy analysis: identify SKUs that can be manufactured directly in-house versus procured, factoring in landed cost, capacity, lead times, quality, and working capital impact.
• Support sourcing and manufacturing decisions with clear cost-benefit analysis.
5. Auditing
• Perform a regular audit of forecasting: review forecasts against actual outcomes, test the assumptions and inputs behind each model, and correct systematic errors so forecast accuracy improves over time.
• Audit purchase order (PO) and goods receiving information: verify that POs, receipts, quantities, and costs recorded in the systems match reality and reconcile with Zoho Books.
• Extend the audit to profitability and pricing: verify margin calculations, check that actual selling prices align with the pricing model, and flag SKUs, orders, or customers where realized profitability deviates from plan.
• Document audit findings, root causes, and corrective actions, and track them through to closure.
6.



Management Decision Follow-Through & Documentation After FP&A-driven; management decisions are taken, this role is responsible for ensuring the decisions translate into action and results:
• Record the management notes from each review or decision meeting accurately and promptly.
• Create the relevant task(s) arising from each decision, with clear deliverables and deadlines.
• Assign each task to the relevant person responsible for execution.
• Create these tasks in Zoho Projects and follow up on them so that results are actually driven, not just noted.
• Document the outcomes and the management commentary on an ongoing basis, maintaining a continuous record of decisions, actions, and results as part of the weekly cycle.
Requirements

Application Requirement — Portfolio Video (for candidates with 1.5+ years of FP&A; experience)

Candidates with a minimum of 1.5 years of hands-on FP&A; experience are encouraged to submit a short video (5–10 minutes) walking through one or more financial models they have built or maintained. This is an chance to demonstrate real, practical modeling skill rather than just describe it on a resume.

The video should cover:

- Model structure — how the model is organized (inputs, assumptions, calculations, outputs)

- Purpose and use case — what business decision the model supports (e.g., forecasting, pricing, cash flow, inventory)

- Key logic — a walkthrough of the more complex formulas, scenario/sensitivity analysis, or reconciliation logic

- How it's kept current — how actuals feed in and how the model is updated/maintained over time

Confidentiality: Candidates should feel free to redact or replace any sensitive figures, company names, or proprietary data — the goal is to see structure, logic, and rigor, not real numbers. Dummy data or blurred cells are fine as long as the underlying modeling approach is visible.

Benefits

Benefits

- Meals & snacks on the house — food and snacks provided at no cost.

- Performance incentives & bonuses

- Competitive, industry-standard compensation

📌 Financial Planning & Analysis (FP&A) Assistant (for our client)
🏢 Krishna M Raju & Associates
📍 India