Role & responsibilities

1. Annual Budgeting & Financial Planning

- Drive the annual budgeting process in coordination with business heads and functional stakeholders.
- Develop, consolidate, and review business-wise budgets aligned with organizational objectives and financial targets.
- Analyze historical performance, business assumptions, revenue projections, and cost structures to establish realistic financial plans.
- Prepare comprehensive budget analysis, financial models, and management presentations for leadership review and approval.

2. Monthly Forecasting & Variance Analysis

- Prepare monthly and rolling financial forecasts based on business performance, operating trends, and changing market conditions.
- Analyze actual performance against budgets and forecasts to identify key variances and underlying business drivers.
- Evaluate revenue, operating expenses, profitability, and other financial parameters to assess business performance.
- Develop scenario-based forecasts and sensitivity analyses to identify potential risks and opportunities.
- Provide recommendations to improve forecasting accuracy and support corrective business actions.

3. Business Performance Analysis

- Conduct detailed financial and operational performance analysis across multiple business lines.
- Monitor key business KPIs, financial trends, growth drivers, and profitability metrics.
- Partner with business teams to assess performance against financial targets and identify areas for improvement.




- Support business planning initiatives through financial modelling, trend analysis, and data-driven insights.
- Evaluate the financial impact of business initiatives, operational changes, and strategic decisions.

4. Management Reporting & Presentations

- Prepare monthly and quarterly business performance reports, analytical dashboards, and management review presentations.
- Develop executive-level decks highlighting budget performance, forecast movements, key variances, financial trends, and business outlook.
- Translate complex financial data into meaningful insights and recommendations for senior management.
- Ensure timely and accurate reporting of financial performance across business verticals.

5. Stakeholder Management & Process Improvement

- Collaborate with Finance, Business Heads, and cross-functional teams to obtain financial and operational inputs for planning and forecasting.
- Review and challenge business assumptions to strengthen forecast reliability and financial discipline.
- Identify opportunities to streamline budgeting, forecasting, and management reporting processes.
- Support automation and standardization of financial models, dashboards, and reporting frameworks.

Preferred candidate profile

Qualification: Qualified CA

Experience: 37 years of relevant experience in Financial Planning & Analysis (FP&A;), Business Planning & Analysis (BP&A;), Corporate Planning, or Planning & Forecasting.

📌 Financial Planning and Forecasting Analyst (Mumbai Suburban)
🏢 Orix
📍 Mumbai Suburban