Manager - Financial Planning & Analysis

Manager - Financial Planning & Analysis

Client Details:

Our client is one of the largest and oldest brokerage houses in India. It offers a wide range of financial products and services including stockbroking, derivatives, mutual funds, and investment advisory services.

The company has a strong presence in over 400 cities and towns in India with multiple branches, franchisees, and satellite offices. It is known for its research and advisory capabilities, innovative online trading platforms, and a customer-focused approach to investment and wealth management.

Job Profile:

Experience: 1 to 4 years

Location: Malad West, Mumbai

Key Responsibilities:

- Prepare monthly, quarterly, and annual financial forecasts, budgets, and variance analysis

- Analyze business performance, costs, profitability, and key metrics to support decision-making

- Develop and maintain dynamic Excel models for financial planning and scenario analysis

- Prepare management reports, dashboards, and presentations for internal and external stakeholders

- Collaborate with business units to track KPIs and provide strategic financial insights

- Assist in cash flow forecasting, cost optimization, and financial benchmarking

- Support strategic projects, pricing analysis, investment evaluations, and board reporting.

Key Skills Required:

- Excellent Excel proficiency (pivot tables, advanced formulas, dashboards, macros/VBA preferred)

- Strong analytical and critical thinking abilities

- Good understanding of accounting standards, financial statements, and business drivers

- Ability to work independently and meet deadlines with accuracy

- Excellent communication and presentation skills.

Preferred:

- Must have experience with ERP systems (SAP/Oracle) and BI tools (Power BI/Tableau) is an advantage

- Must have good experience in Power Point

- Very good experience in Budgeting & Forecasting

Working Days: Mon-Sat 10-7 PM