FP&A; Analyst / Executive

Position

FP&A; Analyst / Executive

Department

Finance – Financial Planning & Analysis (FP&A;)

Job Purpose The FP&A; Analyst / Executive will support the Finance and Business teams in financial planning, performance monitoring, reporting, and analysis. The role will be responsible for preparing accurate and timely MIS reports, supporting budgeting and forecasting activities, tracking business and sales performance, and providing financial insights to support management decision-making.

Key Responsibilities

1. MIS & Management Reporting

- Prepare and circulate monthly, weekly, and periodic MIS reports.
- Analyse financial and operational data and highlight key movements, trends, and variances.
- Support preparation of management dashboards and performance reports.
- Ensure accuracy, completeness, and timely availability of financial information.
- Consolidate data from various sources and maintain reporting templates.

2. Budgeting & Forecasting

- Support the annual budgeting and forecasting process.
- Coordinate with various departments to collect budget and forecast inputs.
- Analyse actual performance against Budget / Forecast and identify key variances.
- Prepare variance analysis with explanations and supporting data.
- Assist in updating financial forecasts based on business performance and management inputs.

3. Sales Performance & Target Tracking

- Track sales performance against monthly, quarterly, and annual targets.
- Prepare sales target vs. actual reports by business segment, customer, product, or salesperson.
- Monitor key sales KPIs and identify significant deviations from targets.
- Work closely with the Sales team to understand performance gaps and business trends.




- Support management with regular sales performance dashboards and analysis.

4. Financial Analysis & Business Support

- Perform various financial calculations and analysis as required by management.
- Analyse revenue, margins, expenses, profitability, working capital, and other financial KPIs.
- Support preparation of business cases, financial models, and ad-hoc management analysis.
- Assist in identifying trends, opportunities, and areas requiring management attention.
- Provide financial data and analysis to support business decision-making.

5. Data Management & Process Improvement

- Maintain accurate and structured financial and business data.
- Perform data validation, reconciliation, and quality checks.
- Develop and maintain Excel-based financial models, trackers, and reporting tools.
- Improve existing reporting processes and automate repetitive activities wherever possible.
- Ensure consistency and reliability of data used for management reporting.

6. Ad-hoc Finance & FP&A; Support

- Support the FP&A; team in various financial planning and analysis activities.
- Assist in preparation of management presentations and business reviews.
- Provide financial analysis for recent initiatives, projects, and business requirements.
- Perform other financial analysis and reporting activities as assigned.

Key Deliverables / KPIs





- Timely and accurate MIS reporting.
- Quality of Budget vs. Actual and Forecast variance analysis.
- Accuracy and timeliness of sales target tracking.
- Reliability and quality of financial data and reports.
- Timely completion of ad-hoc financial analysis.
- Improvement and automation of reporting processes.
- Effective support to management in financial and business decision-making.

Required Skills & Qualifications

- Bachelor's degree in Finance, Accounting, Commerce, Economics, or related field.
- 1–2 years of experience in FP&A;, Management Reporting, Business Finance, or Financial Analysis.
- Strong knowledge of MS Excel including Pivot Tables, XLOOKUP/VLOOKUP, SUMIFS, charts, and financial modelling.
- Good understanding of P&L;, Balance Sheet, working capital, and financial KPIs.
- Strong analytical and numerical skills.
- Good attention to detail and ability to work with large volumes of data.
- Good communication and stakeholder management skills.
- Ability to work with tight reporting timelines.

Preferred Skills

- Experience with ERP systems and financial reporting tools.
- Knowledge of Power BI or other data visualisation tools.
- Exposure to budgeting, forecasting, and financial modelling.
- Understanding of business performance metrics and commercial finance.

Ideal Candidate The ideal candidate should be analytical, detail-oriented, commercially aware, and comfortable working with numbers and large datasets. The person should have a strong interest in FP&A; and business performance and be able to convert financial data into meaningful insights for management.

Pay: ₹30,000.00 - ₹45,000.00 per month

Work Location: In person

📌 Financial Analyst (Airoli)
🏢 ConTeTra Private
📍 Airoli