Financial Planning Analyst

Key Responsibilities:

- ROCE & Sales Profitability Analysis

- Conduct Return on Capital Employed (ROCE) analysis at Product Category, Segment, and Company level.

Perform Sales Analysis (COPA), including:

- Profitability by Channel, Region, State, SOF, and Customer (OE & Exports)

- Profitability by Product Group and SKU level

- Sales Planning & Forecasting

- Provide GSP Data for Marketing - Exports Sales (Domestic vs Import content of raw materials).

- Support Govt. of India PLI Scheme documentation - Domestic Value Addition on OE Supplies.

Develop the Annual Sales Plan:

- SKU-wise / Category-wise / Segment-wise Sales Value and Tonnage

- Comparison against Previous Budget and Current Year Estimates

- Facilitate management sign-off of Annual Plan documents

- Manage Annual Operating Plan (AOP) and Rolling Forecast processes.

Costing & Margin Analysis

- Prepare daily product costing (cost sheets) for Marketing requirements.

- Develop and maintain Actual Monthly Gross Margin Statements:

- Product-wise, Category-wise, Segment-wise

- OEM (Original Equipment Manufacturer) - Customer-wise / Product Category-wise

- Exports - Country-wise / Customer-wise

- Prepare Monthly Gross Margin Projections (SKU-wise / Segment-wise).

Conduct Bill of Material (BOM) and Gross Margin Analysis, including:

- Nil Margin vs Nil Margin comparison

- Gross Margin Projections vs Nil Margin

- OE Product Cost & GM Analysis (Quote vs SOP vs Actual Sales)

- Year-on-Year comparative analysis

- Inventory & Revenue Reporting

- Prepare Finished Goods (FG) Holding Days report aligned with forward sales plan.

- Calculate and analyze Norms vs Actuals (SKU-wise, Category-wise, Segment-wise).

- Deliver accurate and timely Revenue Reports for Senior Management review.

Qualifications:

- Master's degree in Finance, Accounting, Economics, or Business.

- Professional certifications preferred: MBA, ACCA, or CIMA.

- 3-5 years of experience in Marketing Finance or Financial Planning & Analysis.

- Proficiency in MS Excel, PowerPoint, and database management systems.

- Strong expertise in financial modelling, data reconciliation, and reporting automation.

Desired Skills:

- Solid understanding of Accounting Principles and advanced Financial Analysis techniques.

- Strong business acumen with the ability to interpret changing sales trends and influence decision-making.

- Hands-on experience with ERP systems such as SAP and financial planning software.

- Excellent analytical, communication, and presentation skills.