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14/09 HR
HR at Michael Page

Views:810 Applications:239 Rec. Actions:Recruiter Actions:0

Lead - Financial Planning & Analysis Analyst - Private Equity & Venture Capital Fund (5-7 yrs)

Gurgaon/Gurugram Job Code: 1314436

Industry - Banking / Financial Services / Broking

Category - Finance

Job Type - Permanent

Job Description - This position involves working closely with various departments to provide financial insights, assist in budgeting and forecasting, conduct financial analysis, and support decision-making processes

Client Details:

Private equity and venture capital fund with over $100mn of assets under management


- Financial Planning and Analysis: Collaborate with cross-functional teams to develop, maintain, and improve financial models, forecasts, and budgets for the organization.

- Budgeting and Forecasting: Support the annual budgeting process by gathering and analyzing data, identifying trends, and providing insightful recommendations to align budget goals with business objectives. Assist in the preparation of periodic forecasts.

- Financial Reporting: Prepare and present financial reports, variance analyses, and key performance indicators (KPIs) to management and department heads to aid in decision-making.

- Performance Analysis: Conduct in-depth analysis of financial and operational performance, highlighting areas for improvement and cost optimization. Identify trends, opportunities, and risks impacting the financial health of the business.

- Decision Support: Collaborate with business partners to provide financial insights and data-driven recommendations to support strategic initiatives and business planning.

- Ad-Hoc Analysis: Undertake special projects and ad-hoc analyses as required by senior management, providing insights into specific financial or operational challenges.

- Data Integrity: Ensure data accuracy and consistency in financial models and reporting systems and implement necessary controls to safeguard financial data integrity.

- Financial Systems: Assist in the implementation and improvement of financial systems, tools, and technologies to enhance financial planning and analysis processes.

- Continuous Improvement: Actively contribute to the enhancement of FP&A processes, methodologies, and reporting frameworks to drive efficiency and accuracy in financial analysis.


- Bachelor's degree in finance, Accounting, Economics, or a related field. Master's degree or professional certification (CA, CFA, CPA) is a plus.

- Proven experience 5-6 Years in financial planning and analysis, budgeting, and forecasting, preferably in a corporate finance environment or a similar role.

- Proficiency in financial modeling, data analysis, and financial reporting using Microsoft Excel, and familiarity with financial software applications.

- Strong analytical skills and ability to interpret complex financial data, identify trends, and provide actionable insights.

- Excellent communication and presentation skills, with the ability to explain financial concepts to non-finance stakeholders.

- Detail-oriented, with a commitment to producing accurate and high-quality work.

- Strong organizational skills with the ability to handle multiple tasks and prioritize effectively in a fast-paced environment.

- Proactive problem-solving attitude, constantly seeking ways to improve processes and deliver value to the organization.

- Experience with financial systems and ERP software, such as QuickBooks, preferred.

- Understanding of Power BI and other data visualization tools to prepare and review FP&A reports and contribute towards dashboards for senior management and investors.

Job Offer:

- Competitive Compensation

- Career growth opportunity

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Shaivya Sharma on +91 124 452 5470

Contact - Shaivya Sharma - +91 124 452 5470

The Apply Button will redirect you to website. Please apply there as well.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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