Financial Planner

Please find the below mentioned JD.

Location: CSO_Gurgaon

Only Female Candidate

Budget: 10-14 LPA max that we can offer

Industry- Indian BFSI

Objective:

To enhance the company's efficiency and profitability by working closely with the Head of Financial Planning & Analysis and Functional Heads in formulating medium and long-term financial plans

Roles & Responsibilities:

- Develop profitability models for products, segments, channels, and branches.

- Create dashboards, reports, and presentations using BI tools to provide insights into business performance.

- Explain product and function performance to senior management.

- Analyze and comment on all business units, treasury, and support functions to identify performance improvement opportunities.

- Support productivity and cost-saving initiatives.

- Communicate financial and operational performance trends, both historical and forecasted, using appropriate metrics.

- Evaluate past budgets and expenditures to develop future budgets.

- Recommend improvements to senior management for cost reduction, revenue generation, and streamlined operations.

- Collaborate with Functional Heads to build annual budgets and forecasts.

- Present monthly/quarterly financial analysis and identify causes of unexpected variances.

Behavioural:

- Analytical and strategic orientation

- Positive and self-driven

- Results-oriented with a focus on execution

- Ability to work synergistically with cross-functional teams

Functional:

- Knowledge of the mortgage business

- Strong analytical skills, including the use of BI and reporting tools

- Excellent quantitative abilities

- Outstanding communication skills with the ability to build relationships

- High level of commercial acumen

Competencies:

- Negotiation skills

- Interpersonal skills

- Effective communication skills

- Problem-solving skills

- Team management

- Advanced computer software skills, including writing macros in Excel and other accounting packages

- Strong knowledge of accounting, IND-AS, and regulatory frameworks

Experience:

- CA or MBA in Finance with 4-9 years of relevant experience