Financial Planning & Analysis Role - Financial Services Firm

Job Title: Financial Planning and Analysis

Location: Malad, Mumbai (Currently Remote)

Roles & Responsibilities:

The Financial Planning Analysis (FPA) Manager would join our finance team to provide financial direction and insight to enable stakeholders to make the decisions that matter quickly. The role will include providing analysis and planning support to maintain and enhance the efficiency, effectiveness, and performance of the business.

1. Understand our industry, competitive landscape, and our strategic plan

2. Build a 3 to 5 year scalable financial model linked to business strategy and drivers of service lines

3. Build rollover near term forecasts with the most feasible assumptions

4. Build sensitivity and scenario analysis for the KPI and the impact on Key financial items

5. Build accurate Resource forecasts against the business requirements with Scenario analysis and recommendation

6. Demonstrate a focus on forecasting, budgeting, and planning

7. Build a relationship with the operation finance team to track actual financial performances for planning and analysis

8. Track actuals against the planned line items at a detailed level

9. Create and maintain Dashboard reports for the performance of KPIs and financial line items against the planned items with detailed variance analysis

10. Identify and solve complex data integrity issues and collaborate with stakeholders on the resolution

11. Manage Stakeholder relationship with Service line leads for reporting financial performances, providing the analysis and recommendations for meeting the targets

12. Support the leadership team by evaluating new business decisions for financial viability

13. Ad hoc business partner support

14. Identify areas to help improve business performance

15. Manage and develop assigned FPA analysts on your team

Requirements and Qualifications:

1. 2+ years of experience in a FP&A role

2. Qualified CA