Job Title: AGM - Financial Planning & Analysis (FP&A)

Location: Navi Mumbai, Maharashtra

Department: Finance

Reports To: CFO

Job Summary:

- We are seeking a highly skilled and experienced Financial Planning & Analysis (FP&A) professional to join our finance team.

- The ideal candidate will hold a Chartered Accountant (CA) or Chartered Financial Analyst (CFA) designation, alongside an MBA from a reputed institute, with over 7 years of experience in finance.

- This role is vital in providing strategic financial insights and driving decision-making across the organization.

Key Responsibilities:

Financial Modeling: Build and manage comprehensive financial business models and scenario analyses to assess various financial outcomes.

Financial Insights & Projections: Provide reliable data and analysis to support decision-making and strategic planning for the accounting team.

Peer Benchmarking and Analysis: Conduct peer benchmarking and comparative analysis to evaluate our financial performance against industry standards and competitors.

Monthly Financial Reporting: Prepare accurate and timely monthly financial reports, highlighting key insights and variances.

Presentation Preparation: Assist in the preparation of impactful presentations that provide thoughtful analyses, identify action items, and frame critical decisions.

Data Analysis: Dive deeply into financial data, becoming a subject matter expert to offer valuable insights that inform strategic initiatives.

Collaboration: Partner directly with the finance team and central FP&A groups to align on metrics, goals, and business reviews.

Business Challenge Identification: Identify and understand business challenges; proactively propose and implement solutions.

FP&A Support: Provide FP&A finance support to the accounting teams centered on productivity, demand planning, reporting, and metrics in a timely manner.

Corporate Projects: Work on corporate projects and initiatives that impact the entire organization, contributing insights and analyses.

Variance Research: Identify and research variances relative to forecasts, budgets, and prior-year expenses to uncover opportunities for improvement.

Relationship Development: Foster and maintain effective relationships with business partners and cross-functional teams at all organizational levels.

Investor Relations Liaison: At a later stage serve as a liaison for the investor relations team, managing earnings guidance scenario modelling, including executive presentation preparation, Q&A support, and ad hoc analysis.

Required Qualifications & Skills:

- Educational Qualifications:

- Chartered Accountant (CA) or Chartered Financial Analyst (CFA) designation, with an

MBA from a reputed institute.

- Experience:

- At least 7-10 years of professional experience in finance, accounting, auditing, and taxation.

- Previous experience in a managerial role, ideally in financial planning & analysis or CFO services.

- Hands-on experience with managing financial statements, tax compliance, and audit coordination.

- Technical Skills:

- Proven expertise in financial modeling, scenario analysis, and forecasting.

- Strong understanding of financial statements and corporate finance principles.

- Excellent analytical, problem-solving, and presentation skills.

- Proficiency in Microsoft Excel, Power BI, Tableau, and other financial tools/software

- Experience with accounting software such as Tally, Oracle and general internet skills.

- Strong understanding of ERP systems, specifically Oracle and other relevant platforms.

- Familiarity with financial reporting tools and ERP systems.

Soft Skills:

- Strong analytical and problem-solving skills with a keen eye for detail.

- Excellent communication and interpersonal skills for business partnering and team collaboration.

- Ability to manage multiple priorities and meet deadlines.