Senior Business Financial Analyst (Financial Planning & Analytics)

About the Role

We are looking for a highly analytical, business-oriented and proactive finance skilled to join our Finance team as a Senior Financial Planning & Analysis Analyst (Business Finance).

This role is designed to be the strategic finance partner to the Finance Manager, supporting executive decision-making through financial planning, business analysis, forecasting, performance management and cross-functional collaboration.

This role owns the end-to-end preparation, consolidation, analysis and reporting of financial and business information required for management decision-making. Working closely with the accounting team, the individual will transform financial data into meaningful reports, dashboards, forecasts, and business insights for the Finance Manager's review.

1. Business Strategy & Financial Planning

Key Responsibilities

- Support the annual budgeting and quarterly forecasting processes.
- Prepare rolling forecasts and long-term financial plans.
- Develop financial models to support business planning and strategic initiatives.
- Analyze revenue trends, profitability, margins and key business drivers.
- Perform detailed variance analysis and provide actionable insights.
- Monitor departmental budgets and spending against approved plans.
- Conduct scenario planning and sensitivity analysis to support decision-making.
- Prepare financial business cases and investment analyses.
- Monitor key financial and operational performance indicators.
- Identify business risks, opportunities, and areas for financial improvement.

2. Business Partnering & Performance Management

Key Responsibilities

- Partner with cross-functional teams to understand business performance and financial impacts.
- Prepare business performance reports and management dashboards.




- Support monthly business performance review processes.
- Identify opportunities for cost optimization and operational efficiencies.
- Provide financial analysis to support business initiatives and strategic projects.
- Consolidate information from multiple stakeholders for management review.
- Assist the Finance Manager in preparing business review presentations and financial insights.

3. Finance Operations & Coordination

Key Responsibilities

- Own the end-to-end preparation of all finance and management reports using inputs from the accounting team.
- Follow up with the accounting team on data and deliverable timelines to support timely completion of finance processes.
- Consolidate financial data from multiple sources into accurate, meaningful, and decision-ready reports.
- Prepare Accounts Receivable (AR), collections, billing, revenue, cash flow, expense, profitability and other operational finance reports.
- Prepare month-end and periodic management reporting packages for the Finance Manager.
- Develop and maintain finance dashboards, trackers, and reporting calendars.
- Coordinate month-end close activities with the accounting team to ensure timely reporting.
- Perform financial analysis and provide commentary on key trends, variances, and business drivers.
- Follow up with the accounting team to resolve data gaps, discrepancies, and pending deliverables.
- Identify reporting inefficiencies and implement process improvements and automation initiatives.
- Ensure all reports and analyses are complete,



accurate, and ready for the Finance Manager's review before submission to senior management.

4. Executive Reporting & Process Improvement

Key Responsibilities

- Prepare monthly management reports and finance dashboards.
- Support the Finance Manager in developing executive presentations and business review materials.
- Automate recurring reports and improve reporting efficiency.
- Enhance reporting quality through process improvements and data validation.
- Drive finance automation initiatives using ERP systems and AI-enabled tools.
- Develop and maintain standardized reporting templates and documentation.

5. Reporting Ownership

- Monthly Business Performance Dashboard
- Revenue & Accounts Receivable (AR) Aging Report
- Collections Report
- Cash Flow Reports
- Budget vs. Actual Analysis
- Forecast Reports
- Department-wise Expense Reports
- Profitability Reports
- Subscription & Renewal Reports
- Month-end Finance Review Pack
- Ad hoc reports requested by the Leadership

Required Qualifications

- 46 years in FP&A;, Business Finance or Strategic Finance.
- Experience working across multi-entity (US + India, or similar cross-border) operations is a plus.
- Strong financial modeling (Excel/Google Sheets); familiarity with Stripe, QuickBooks and CRM tools a plus.
- CA-Inter / CMA / MBA-Finance or equivalent preferred.
- High discretion and integrity in handling sensitive financial, payroll and banking information.

Technical Skills

- Advanced Excel
- Financial Modelling
- Budgeting & Forecasting
- Variance Analysis
- Power BI/Tableau
- PowerPoint
- ERP Systems
- AI tools

Core Competencies

- Strategic thinking
- Business acumen
- Financial analysis
- Commercial mindset
- Stakeholder management
- Cross-functional collaboration
- Ownership
- Problem solving

📌 Senior Financial Analyst (Planning and Analysis) (Hyderabad)
🏢 EB1A Experts
📍 Hyderabad