Financial Planning & Analyst

Description:

Designation: FP&A Analyst

Experience: 710 years

Mode of Work: Permanent Remote

Location: Anywhere in India

Shift Timing: Afternoon

About the Role:

We are seeking an experienced FP&A Analyst who will independently own and lead the financial planning function. The role requires strong analytical, modelling, forecasting, and reporting capabilities, along with the ability to collaborate cross-functionally and work directly with the CFO.

Key Responsibilities:

- Lead end-to-end FP&A activities including financial modelling, forecasting, budgeting, and variance analysis

- Build and maintain dynamic financial models for scenario planning and decision support

- Prepare monthly, quarterly, and annual financial reports with insights and recommendations

- Track business KPIs including ARR, MRR, churn, LTV, CAC, ARPU, and cash flow metrics

- Conduct revenue, expense, and profitability analysis to support strategic decisions

- Collaborate with cross-functional teams to gather data and align financial assumptions

- Consolidate data from QuickBooks Online for reporting, reconciliation, and analysis

- Design dashboards, reports, and visualizations using Power BI or similar tools

- Identify opportunities for process automation using scripting tools like Python, SQL, or VBA

- Present financial insights, risks, and trends directly to the CFO

- Support ad hoc financial analysis, investor reporting, and board presentations

Key Result Areas (KRAs):

- Accuracy and timeliness of financial forecasts, budgets, and monthly reporting

- Quality and clarity of financial models supporting business decision-making

- Effective tracking and improvement of core business metrics (ARR, MRR, churn, etc.)

- High-quality dashboards and automated reporting processes

- Timely reconciliation and insights derived from QuickBooks Online data

- Strong collaboration with cross-functional teams and CFO office

- Reduction in manual processes through automation initiatives

- Actionable financial insights contributing to strategic business outcomes

Required Skillsets:

- Strong proficiency in Excel including advanced formulas, macros, and scenario modelling

- Hands-on experience with QuickBooks Online (mandatory)

- Working knowledge of Power BI and Power Query (preferred)

- Familiarity with FP&A tools and financial planning systems

- Basic scripting or automation skills using Python, SQL, or VBA

- Strong understanding of SaaS/Subscription metrics (ARR, MRR, churn, LTV, CAC, ARPU)

- Ability to build structured financial models from scratch

- Excellent communication and presentation skills

- Strong analytical and problem-solving abilities