Company Name: Retail Industry

Location: Coimbatore, Tamil Nadu

Experience: 8–10 Years

Qualification: ICWA / MBA (Finance)

Company Turnover: Approx. ₹3,500 Crores

Working Days: 5.5 Days (Alternate Saturdays Off)

Job Purpose The FP&A; Lead will be responsible for driving financial planning, budgeting, forecasting, financial analysis, and management reporting. The role will work closely with business and functional leaders to provide financial insights, improve profitability, monitor business performance, and support strategic decision-making.

Key Responsibilities

1. Financial Planning & Budgeting

- Lead the annual budgeting and financial planning process.
- Develop annual operating plans, budgets, and periodic forecasts.
- Coordinate with business heads to prepare departmental budgets.
- Monitor actual performance against budgets and identify variances.
- Drive rolling forecasts and financial projections.

2. Financial Analysis & MIS

- Prepare monthly, quarterly, and annual financial performance reports.
- Develop management dashboards, MIS reports, and KPI tracking mechanisms.
- Analyse revenue, gross margins, operating expenses, and profitability.
- Provide actionable insights to management for business improvement.
- Track store-wise, region-wise, and business-segment-wise performance.

3. Business Finance & Decision Support

- Partner with business and operational teams to evaluate financial performance.
- Conduct financial modelling and scenario analysis for business decisions.
- Support new store expansion and business growth initiatives.
- Evaluate business opportunities, investments, and cost-benefit analysis.




- Provide financial insights to improve operational efficiency and profitability.

4. Cost Control & Profitability

- Identify cost optimization opportunities across business functions.
- Monitor operating costs and recommend corrective actions.
- Analyse gross margins, contribution margins, and store-level profitability.
- Drive initiatives to improve EBITDA and overall business profitability.

5. Strategic Reporting

- Prepare financial presentations and reports for senior management.
- Support leadership in strategic planning and business reviews.
- Establish financial KPIs and performance monitoring frameworks.
- Ensure accuracy and timeliness of financial information.

Required Skills & Competencies

- Robust experience in Financial Planning & Analysis (FP&A;).
- Excellent knowledge of budgeting, forecasting, and financial modelling.
- Strong understanding of P&L;, Balance Sheet, Cash Flow, and financial statements.
- Expertise in MIS reporting and management dashboards.
- Advanced MS Excel skills.
- Experience with Power BI and ERP systems will be an added advantage.
- Strong analytical, problem-solving, and business partnering skills.
- Excellent communication and stakeholder management capabilities.

Candidate Profile

- 8–10 years of relevant experience in FP&A; / Financial Planning / Business Finance.
- ICWA / CMA or MBA in Finance.
- Candidates from large-scale retail, consumer electronics, organised retail, telecom, or other multi-location businesses would be preferred.
- Experience in store-level profitability, revenue analysis, budgeting, and forecasting will be an advantage.

📌 Financial Planning Analyst (Coimbatore)
🏢 Career Crafterz
📍 Coimbatore