Financial Planning & Analysis

Function: Operations

Financial Planning & Analysis (FP&A;) – [Assistant Manager/ Manager]

In this role, you will be responsible for supporting the Finance, FP&A; team in managing financial planning, budgeting, forecasting, and analyzing the trends of key performance indicators (KPIs), related to financial metrics such as sales, expenses, and profit margin.

Key Responsibilities

- Monthly Performance & Reporting
- Analyze financial statements to determine monthly revenue and expenses.
- Prepare revenue/backlog reports and P&L; bridges (“walks”) vs. prior month/quarter/year.
- Generate management reports and dashboards with clear variance commentary (volume/price/mix).
- Planning, Forecasting & Close
- Build/maintain driver-based budgets and rolling forecasts
- Support monthly/quarterly/annual close: reconciliations, accruals/deferrals, first‑time‑right submissions.
- Ensure alignment with Controllership and business teams.
- Controls, Data Quality & Stakeholder Management
- Develop and document internal controls, SOPs, and audit trails for reporting and analysis.
- Provide actionable insights to management for revenue uplift and cost optimization, track actions to closure.
- Communicate proactively and resolve issues in a timely manner.




- Ad‑hoc Analysis & Continuous Improvement

- Ad‑hoc reporting
- Standardize and automate reporting (Excel/Power Query/BI/VBA) to reduce manual effort and improve cycle times.

- Work Model
- Hybrid work model: extended hours may be required during month/quarter close.

Minimum Qualifications
- CA / CMA / MBA (Finance) or equivalent with a strong academic record.
- Relevant experience in Finance/FP&A; robust written and verbal communication.
- Demonstrated ability to work independently and within cross‑functional teams.

Preferred Qualifications/ Skills
- Advanced Excel (PivotTables, XLOOKUP/INDEX‑MATCH, nested formulas)
- BI Automation: Power BI or Tableau; VBA; basic Python (added advantage).
- Data & Analysis: Large‑dataset handling, reconciliations, report comparisons, variance analysis.
- Systems: Exposure to ERP/EPM tools (e.g., SAP/Oracle/Workday; Hyperion/Tagetik).
- Finance Knowledge: Understanding financial instruments and revenue recognition concepts; ability to build revenue/margin bridges.
- Ways of Working: Customer‑centric problem solving, deadline discipline, flexible schedule; comfortable liaising with senior leadership.

📌 Financial Planning & Analysis (FP&A) (5+ yrs,financial planning, budgeting, forecasting) Immediate (Delhi/NCR or Bangalore)
🏢 Innova ESI
📍 Bengaluru