Financial planning & analysis- ca (Mumbai)

Financial planning & analysis- ca (Mumbai)

17 Aug
|
Coverfox Insurance
|
Mumbai

17 Aug

Coverfox Insurance

Mumbai

FP&A; & Business Finance
• Support annual budgeting, periodic forecasting, and long-range planning
• Build and maintain financial models to support business decisions and strategic initiatives
• Track key financial and operational metrics across business units
2. Variance Analysis & Insights
• Perform detailed variance analysis (actuals vs budget/forecast/prior periods)
• Identify key drivers of performance and present actionable insights to management
• Monitor cost structures, revenue trends, and profitability
3. Business Partnering
• Act as a finance partner to business teams, providing data-driven decision support
• Work closely with cross-functional stakeholders (sales, operations, product)
• Drive financial discipline and accountability across teams
4. Margin & Performance Analysis
• Analyze product/customer/channel-level margins and unit economics
• Identify opportunities for cost optimization and revenue enhancement
• Support pricing and profitability analysis
5.



Financial Reporting & Cadence
• Drive monthly business finance cadence including MIS, dashboards, and review decks
• Prepare management reports with clear commentary on performance
• Support leadership reviews with insights and recommendations
6. Tools & Process Improvement

- Work with forecasting and planning tools (Excel, BI tools, ERP systems)
- Automate reports and improve data accuracy and efficiency
- Strengthen FP&A; processes and reporting frameworks.

Key Requirements:

- Chartered Accountant (CA) qualification mandatory
- 1–3 years of relevant experience in FP&A; / Business Finance
- Strong financial modelling and advanced Excel skills
- Valuable understanding of budgeting, forecasting, and financial analysis
- Exposure to BI tools (Power BI, Tableau) is a plus
- Strong communication and stakeholder management skills

📌 Financial planning & analysis- ca (Mumbai)
🏢 Coverfox Insurance
📍 Mumbai

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