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Job Summary

The Financial Planning qualified is responsible for budgeting, forecasting, financial analysis, and supporting strategic business decisions. The role involves analyzing financial performance, preparing management reports, identifying trends, and providing recommendations to improve profitability and operational efficiency.

Key Responsibilities

Financial Planning & Budgeting
Develop annual budgets and periodic forecasts.
Monitor budget performance and analyze variances.
Partner with business leaders to create financial plans aligned with organizational goals.
Support long-term financial planning and strategic initiatives.

Financial Analysis
Conduct detailed financial analysis of revenue, expenses, margins, and profitability.
Prepare monthly, quarterly, and annual financial reports.
Analyze financial trends and business performance indicators.
Identify risks and prospects impacting financial results.





Forecasting & Reporting
Prepare rolling forecasts and financial projections.
Develop and maintain financial models.
Provide timely management reports and dashboards.
Present financial insights and recommendations to senior leadership.

Business Partnering
Collaborate with cross-functional teams including Sales, Operations, HR, and Procurement.
Support decision-making through financial insights and scenario analysis.
Assist business units in evaluating investment opportunities and cost optimization initiatives.

Compliance & Process Improvement
Ensure financial planning activities comply with company policies and accounting standards.
Improve financial reporting processes and automation.
Support internal and external audit requirements.
Maintain accuracy and integrity of financial data.

Required Qualifications
Bachelor's degree in Finance, Accounting, Economics, or related field.
MB

📌 Opening For Ca Fresher For Financial Planning Role Leading Nbfc Mumbai
🏢 Edelweiss Finance
📍 Mumbai