Team Member - Financial Planning & Analysis - CA

Job Role: Financial Planning & Analysis Role- NBFC

Location : Bangalore

Key Responsibilities:

Financial Planning & Budgeting:

- Assist in annual budgeting and long-range planning processes in coordination with department heads.

- Develop financial models to support strategic initiatives, scenario planning, and business cases.

- Monitor adherence to budget and report variances with actionable insights.

Automation & Reporting Optimization:

- Automate recurring MIS, KPI dashboards, and investor reports using Tableau, Excel, and other tools.

- Reduce manual reporting time and increase data accuracy through system-driven dashboards.

- Build and maintain Tableau dashboards for real-time financial and operational insights.

Forecasting & Variance Analysis:

- Prepare and maintain rolling forecasts on a monthly/quarterly basis.

- Conduct variance analysis (actuals vs. budget vs. forecast) to identify trends, opportunities, and risks.

- Generate timely and accurate monthly/quarterly management reports.

- Analyze financial performance, KPIs, and trends; recommend corrective actions where needed.

- Work with business units to improve forecast accuracy and financial discipline.

Key Deliverables:

1. Annual budget and long-range financial plan.

2. Monthly/quarterly rolling forecasts.

3. Executive dashboards and performance reports (Tableau-driven).

4. Detailed variance and trend analysis.

5. Monthly business reviews with key stakeholders.

Qualifications & Skills:

- Chartered Accountant (CA) .

- Strong experience in FP&A or business analysis.

- Strong analytical and financial modeling skills.

- Proficiency in Tableau and Excel.

- Excellent communication and stakeholder management skills.

- Ability to work independently in a fast-paced environment with high attention to detail.