Role: FP&A; / Financial Planning Functional Consultant

Experience: 5+ years

Focus: FP&A; | Budgeting | Forecasting | Financial Modelling | Planning Transformation |

SAP Finance

About the Role

We are looking for an experienced FP&A; / Financial Planning Functional Consultant to

support the design and implementation of a modern, integrated Financial Planning &

Analysis (FP&A;) solution.

The consultant will work closely with Finance and business stakeholders to understand

existing planning and forecasting processes, translate Excel-based financial models into

system-driven planning logic, and define functional requirements for an automated and

adaptable planning solution.

The role requires a robust understanding of FP&A; processes, financial modelling,

budgeting, forecasting, P&L; planning, CapEx, workforce costs, COGS and

management reporting, along with the ability to work with SAP and other enterprise data

sources.

Key Responsibilities

1. FP&A; Process & Functional Analysis

- Analyse existing budgeting, forecasting and financial planning processes.

- Understand and document current Excel-based planning models, calculations,

assumptions and business rules.

- Translate offline Excel models into structured, system-based planning

requirements.

- Define functional requirements, planning workflows, business rules and calculation

logic.

- Work with Finance stakeholders to identify opportunities for process

standardisation and automation.

- Support both top-down and bottom-up planning approaches.

2. Financial Planning & Modelling

Design and support planning models across key financial areas, including:

- Revenue Planning

o Volume and sales-driven forecasting.

o Inflation and exchange-rate assumptions.

o Top-down targets and bottom-up forecasts.

o Initiative/strategy overlays such as new markets and campaigns.

- COGS Planning

o Historical run-rate based forecasting.

o Inflationary uplifts.

o Manual adjustments for recent products and launches.

o Understanding of seasonality and appropriate planning assumptions.

- Employment / Workforce Cost Planning

o Workforce planning using headcount, working hours and salary/rate

assumptions.

o Payroll-related calculations including NI and pension.

o Understanding of employee data and payroll sensitivities.

- Property Cost Planning

o Store/property-level planning.

o Rent, rates, utilities and other property-related costs.

o Maintenance and cleaning cost overlays.

o Understanding of lease/property-related planning requirements.

- CapEx & Depreciation

o CapEx planning by asset/project.

o Asset cost, start date and useful-life assumptions.

o Depreciation calculation logic.





o Integration/alignment with Fixed Asset Register data.

- Marketing, IT & Overhead Planning

o Percentage-of-sales based planning.

o Run-rate + manual overlay approaches.

o Campaign/initiative-based planning.

o IT project, contract and licensing cost planning.

o Insurance and tax planning.

The required functional areas include Revenue, COGS, Employment Costs, Property,

CapEx & Depreciation, Marketing, IT & Overheads.

3. Data & Integration Understanding

- Work with SAP financial data including:

o General Ledger (GL)

o Cost Centers

o Profit Centers

o Entities

o Fixed Asset data

- Understand integration requirements with external systems such as HR, sales

forecasting and property systems.

- Work with data teams to ensure financial planning models are aligned with the

underlying data dimensions and hierarchies.

- Support requirements for reporting and analysis across Profit Center, Cost Center,

GL, Entity and Channel.

4. Functional Design & POC Support

- Define functional design for planning use cases.

- Develop/validate planning scenarios and business rules.

- Support Proof of Concept activities covering:

o Driver-based revenue planning.

o Run-rate + inflation-based COGS planning.

o Manual input/table-based planning.

o CapEx and depreciation calculations.

o Percentage-based planning, such as credit-card charges as a percentage of

turnover.

- Validate outputs with Finance stakeholders and refine the model based on business

feedback.

5. Stakeholder Management

- Act as the functional bridge between Finance/business users and technical/data

teams.

- Conduct workshops with FP&A;, Finance, Accounting and business stakeholders.

- Clearly communicate financial concepts and system requirements to technical

teams.

- Challenge existing processes and recommend practical improvements.

- Support UAT, test case definition, validation and business sign-off.

Required Skills & Experience

- 5+ years of experience in FP&A;, Financial Planning, Budgeting, Forecasting or

Finance Transformation.

- Strong understanding of:

o P&L; planning

o Budgeting & forecasting

o Revenue planning

o COGS

o Opex

o Workforce/payroll planning

o CapEx and depreciation

o Cash Flow and Balance Sheet planning

- Strong financial modelling and analytical skills.





- Hands-on experience working with complex Excel-based financial models and

converting them into structured planning models.

- Experience with driver-based and rule-based planning.

- Experience working with SAP Finance / SAP data, particularly GL, Cost Center,

Profit Center and Fixed Asset data.

- Experience gathering requirements and creating functional specifications.

- Strong stakeholder management and workshop facilitation skills.

- Ability to translate business/finance requirements into functional and system

requirements.

- Strong understanding of financial hierarchies, dimensions and planning

assumptions.

Good to Have

- Experience with SAP Integrated Planning / SAP IP, SAP BPC, SAP Analytics Cloud

Planning, Anaplan, OneStream, Oracle EPM, IBM Planning Analytics or similar

FP&A;/planning platforms.

- Experience in Finance transformation or planning-system implementation projects.

- Experience with retail/store-based financial planning.

- Knowledge of workforce planning and payroll modelling.

- Experience with CapEx, Fixed Assets and depreciation planning.

- Experience integrating planning solutions with SAP and other enterprise systems.

- Experience working in Agile delivery environments.

- Experience supporting POCs and solution evaluations.

Key Attributes

- Strong Finance/FP&A; domain expertise with a technology mindset.

- Able to understand complex financial models and simplify them into scalable

planning logic.

- Comfortable working with both Finance stakeholders and technical teams.

- Strong analytical and problem-solving skills.

- Excellent communication and documentation skills.

- Pragmatic approach to balancing automation with necessary manual overrides.

- Comfortable working in a fast-paced transformation/POC environment.

Expected Deliverables

The consultant will contribute to:

- Current-state assessment of FP&A; processes.

- Functional requirements and business rules.

- Planning model and driver definitions.

- Functional specifications.

- POC scenarios and validation.

- Financial calculation logic.

- Data/dimensionality requirements.

- UAT scenarios and business validation.

- Recommendations for future-state FP&A; planning.

Pay: ₹1,500,000.00 per year

Benefits:

- Work from home

Application Question(s):

- Current company
- Total experience
- Relevant experience
- Current location
- Preferred location
- Expected ctc
- current ctc (in LPA)
- In hand monthly salary (current)
- Kindly upload your updated resume as per the jd with keywords to avoid ATS initial screening rejection

Work Location: Remote

📌 Financial Planning Functional Consultant (India)
🏢 Sourcedear
📍 India