Job Title: Financial Planning & Analysis (FP&A) Senior Analyst

Card Name: AIOC-S01659236
Career Level: CL10
Experience: 5–8 Years
Qualification: B.Com. or a graduate degree in Finance, Economics, Accounting, or a related discipline
Core Skill: Financial Planning & Analysis (FP&A)

Job Summary

We are seeking an experienced FP&A Senior Analyst to support financial planning, budgeting, forecasting, variance analysis, and management reporting. The successful candidate will analyze revenue, costs, gross margin, and working capital to provide actionable business insights and support financial performance reviews.

The role requires strong analytical skills, advanced Excel proficiency, effective stakeholder management, and the ability to manage recurring deliverables accurately within a global delivery environment.

Key Responsibilities

1. Planning and Forecasting

• Prepare accurate and timely budget and forecast inputs across planning cycles.

• Track key assumptions, risks, and dependencies.

• Consolidate and validate stakeholder submissions, resolving inconsistencies before reporting.

• Prepare rolling revenue and gross margin forecasts for assigned categories.

• Support annual budgeting and long-range planning for the retail vertical.

2. Financial Analysis and Reporting

• Conduct detailed variance analysis across revenue, costs, margins, and working capital.

• Prepare monthly and ad hoc management reports with clear commentary on financial results and business drivers.

• Perform trend analysis, financial modelling, and driver-based analysis to support business decisions.

• Maintain KPI trackers and support periodic financial performance reviews.

• Identify emerging risks and opportunities and communicate insights to FP&A leadership and business stakeholders.

3. Business Partnering and Stakeholder Management

• Collaborate with cross-functional teams to understand business drivers and validate financial data.

• Respond to stakeholder queries and maintain effective working relationships with internal teams and service delivery partners.

• Communicate deliverable status, issues, and timelines proactively.

• Support stakeholder meetings with financial data, reports, and presentation materials.

4. Continuous Improvement and Controls

• Simplify reporting processes and improve data quality and accuracy.

• Support the standardization and documentation of FP&A processes.

• Strengthen reporting controls and use Excel, Power BI, and finance systems to improve productivity.

5. Team Coordination and Delivery

• Support team leads with work coordination and quality assurance.

• Mentor junior analysts and assist with onboarding and knowledge sharing.

• Take ownership of assigned deliverables and ensure completion within agreed timelines.

Required Qualifications and Skills

• 5–8 years of relevant experience in Financial Planning & Analysis or commercial finance.

• B.Com. or a degree in Finance, Economics, Accounting, or a related discipline.

• Strong knowledge of budgeting, forecasting, variance analysis, and management reporting.

• Ability to analyze revenue, costs, gross margin, and working capital.

• Advanced Microsoft Excel skills, including financial modelling, pivot analysis, complex lookups, and large datasets.

• Strong analytical, problem-solving, and financial interpretation skills.

• Excellent written and verbal communication skills.

• Effective stakeholder management and presentation skills.

• Ability to manage recurring financial processes independently while maintaining accuracy and meeting deadlines.

Preferred Qualifications

• MBA, CA, or CMA qualification is an advantage but not mandatory.

• Experience in manufacturing, retail, wholesale, merchandise, consumer packaged goods (CPG), or other product-driven businesses.

• Exposure to SAP ECC or equivalent ERP systems for report extraction, cost centre mapping, and GL coding.

• Familiarity with planning tools such as TM1, SAP Analytics Cloud (SAC), Anaplan, or OneStream.

• Experience with Power BI, Tableau, or Palantir.

• Familiarity with Snowflake or data warehouse reporting layers.

Candidate Screening Questions

1. What is your highest educational qualification?

2. How many years of experience do you have in FP&A or commercial finance?

3. Describe your experience with budgeting, forecasting, and variance analysis.

4. What is your level of proficiency in Advanced Excel and financial modelling?

5. Do you have experience analyzing revenue, costs, gross margin, and working capital?

6. Have you worked with SAP ECC or other ERP systems?

7. Which planning and reporting tools have you used, such as Anaplan, TM1, SAC, OneStream, Power BI, or Tableau?

8. Do you have experience in retail, manufacturing, wholesale, or CPG businesses?

9. What is your current or last-drawn salary and expected salary?

10. What is your notice period and availability to join?

Important Note: Candidates should highlight their FP&A experience, financial modelling capabilities, budgeting and forecasting responsibilities, reporting tools, stakeholder management experience, and process improvement contributions in their latest CV.