Financial Planning & Analysis Role - Education/BFSI

Key Responsibilities:

1. FP&A Key User/ Super User:

- Prior experience of using any of the FP&A tools like Anaplan / Board / SAP BI or equivalent is required.

- The role involves actively participating as a key user in the implementation of FP&A tools and systems to improve financial processes and data accuracy. Responsibilities include migrating from spreadsheets to an integrated solution, defining & controlling masters, collaborating with cross-functional teams, and driving the adoption of advanced technologies.

2. Information Process Improvement:

- Work with cross-functional teams to identify, evaluate, and implement information sharing improvements for unified source of information & reporting.

- Providing requirements for customization & optimization of budget monitoring systems.

3. Financial Modeling & Predictive Analysis:

- Contribute to the development of advanced financial models and reporting tools. Conduct scenario analysis to assess potential impacts on financial performance.

- Predictive analysis and business intelligence reports on real time basis.

- Conduct financial analysis to support strategic decision-making.

4. Financial Reporting and Analysis:

- Prepare and distribute accurate and timely MIS reports, including monthly, quarterly, and annual MIS reports.

- Analyze numbers, identify trends, and provide insights to management.

5. Cost Management and Optimization:

- Evaluate cost structures and identify opportunities for efficiencies and cost savings.

- Develop and implement cost control measures in collaboration with operational teams.

6. Business Partnering:

- Collaborate with various departments to provide financial insights and support strategic initiatives.

- Act as a liaison between finance and other functions to ensure alignment of financial goals with operational objectives.

Mandatory Skills:

- IT skills - Knowledge in Microsoft Office especially Excel, PPT, Power BI

- Domain Skills - Excellent knowledge on Financial Planning & Analysis

- System User Experience - Anaplan / Board / Zoho / Hyperion or comparable software is preferred

Desired Skills :

- Analytical Thinking - ability to formulate and understand business issues, situations or problems by breaking them down into smaller parts and analyze them. Interpret data and draw conclusions and provide focused guidance.

- Quality Awareness - Driven by the desire to identify, prioritize and maintain standards in order to meet internal and external demands. Focus on safeguarding and enhancing the quality of what we do in terms of accuracy, timeliness and consistent with policies, guidelines and best practices.

- Flexibility - the ability to live and act in a climate of change. Handle stress and demands in a calm thoughtful manner with the ability to prioritize, monitor and control BU finance.

- Attention to Detail: Precision in data analysis and reporting to ensure accuracy and reliability of financial information.

- Initiative and responsibility - Willingness to act pro-actively by identifying opportunities and anticipate changes.