Specialist - Financial Planning & Analysis

Job Description:

The FP&A Executive will be responsible for driving the Financial Planning & Analysis (FP&A) function by building robust financial models, performing in-depth data analysis, and providing timely insights to support strategic decision-making.

This role will play a key part in fostering financial discipline, improving forecast accuracy, and strengthening financial operations across the organization.

Responsibilities:

Financial Forecasting & Budgeting

- Develop robust forecasting models to improve financial predictability.

- Design and manage the Annual Operating Plan (AOP) framework and monitor budget vs.

actual performance.

Financial Reviews & Insights

- Conduct monthly and quarterly financial reviews for the Leadership Team, delivering actionable insights and variance analysis with commentary.

Cross-functional Collaboration

- Collaborate with business teams to resolve P&L issues and drive improved financial performance.

- Guide internal teams on data-driven decision-making through focused financial analysis.

ROI Evaluation & Investment Tracking

- Evaluate return on investment (ROI) for projects and initiatives; provide monthly tracking and recommendations.

Data Analytics & Anomaly Detection

- Perform detailed data analysis to surface hidden trends and identify financial anomalies; initiate corrective actions where required.

Scenario Planning & Sensitivity Analysis

- Support scenario planning, simulation modeling, and sensitivity analysis during budgeting and strategic decision-making processes.

Banking Compliance & Documentation

- Ensure timely submission of stock statements, CMA reports, and Unhedged Foreign Currency Exposure declarations to banks.

- Coordinate with banks and external stakeholders for financial compliance.

MIS Reporting & Cash Flow Planning

- Prepare monthly Management Information System (MIS) reports and other ad-hoc reports as required.

- Manage monthly cash budgets and perform variance analysis to support cash flow planning.

Qualifications:

- CA / CMA / MBA (Finance)

Experience - 2-5 years of experience in FP&A, financial analysis, or related roles.

Technical Skills - Proficiency in Tally Prime, or ODOO ERP - Advanced Excel skills including financial modeling, data analysis, and dashboards - Strong knowledge of Capital Budgeting, Working Capital Management, and P&L Analysis

- Exposure to banking documentation such as CMA reports, stock statements, and foreign currency

Qualifications: - Familiarity with Defence sector financial reporting is an added advantage.

- Experience in liaising with banks and managing external financial documentation