About the Role: Financial Planning & Analysis Executive

The FP&A; Executive will work closely with the Finance leadership and business teams to drive budgeting, forecasting, financial analysis, and management reporting. The ideal candidate should possess strong analytical skills, excellent command over Excel and Power BI, and relevant finance/data analytics certifications.

Key Responsibilities
Prepare monthly MIS, business performance reports, and financial dashboards
Assist in annual budgeting, rolling forecasts, and variance analysis
Develop and automate reports using advanced Excel and Power BI
Analyze revenue, margins, operating costs, and business KPIs
Support management with data-driven insights for strategic decision-making
Work with cross-functional teams to collect and validate financial data
Build financial models and scenario analysis for business planning
Improve reporting processes and drive automation initiatives
Support investor, audit, and management reporting requirements.

Ideal Candidate Profile
CA Inter / MBA Finance / B.



Com with relevant FP&A; experience
2–4 years of experience in FP&A;, MIS, or business finance
Robust proficiency in:
Advanced Microsoft Excel (Pivot Tables, Power Query, Macros, Dashboards, Lookup Functions)
Power BI Dashboarding & Data Visualization
Good understanding of financial statements and budgeting concepts
Robust analytical and presentation skills
Ability to work in a quick-paced startup environment
Preferred Certifications
Candidates with any of the following certifications will be preferred:
Microsoft Power BI Data Analyst Associate
Advanced Excel Certification
Financial Modeling & Valuation Certification
Certified Management Accountant (CMA)
Data Analytics or Business Intelligence certifications.

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📌 Executive Financial Planning & Accounts Mumbai
🏢 Exponentia.ai
📍 Mumbai