Analyst - Financial Planning & Reporting - CA

Financial Planning Analyst And Reporting

Financial Analyst

The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will feel comfortable using insights they have discovered to communicate important themes and discoveries to company leadership.

Responsibilities :

- Provide analytical, forecasting, reporting, and project support to senior management

- Produce monthly reports, which include key metrics, financial results, and variance reporting

- Spearhead the annual and quarterly budgeting and forecasting processes

- Identify opportunities for performance improvement across the organization

- Maintain knowledge and keep abreast of new investment regulations or policies

- Develop models that help with decision-making

- Analyze current and past financial data and performance to make recommendations on profit enhancement

- Consistently analyze financial information based on both routine and ad-hoc reports

- Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators

- Communicate financial insights suggesting business issues to management

Qualifications :

- Chartered Accountant (CA)

- 6-8 years of relevant experience in corporate finance, financial planning & analysis, investment banking, or other related fields.

- Hands on experience in Tableau or Power BI

- Strong working knowledge of Excel and financial modeling

- Excellent analytical, decision-making, and problem-solving skills

- Attention to accuracy and detail required