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 robust 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, versatile schedule; comfortable liaising with senior leadership.

📌 Financial Planning & Analysis Fp&a 5+ Yrs,financial Planning, Budgeting, Forecasting Immediate Delhi/ncr Or Bangalore (Bengaluru)
🏢 Innova ESI
📍 Bengaluru