Analyst - Financial Planning & Analysis

Abhinandan Ventures; Mumbai; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Abhinandan Ventures in Mumbai seeks a finance professional with 2–5 years of FP&A experience to support budgeting, forecasting and business performance analysis in the real estate sector.

You will develop financial models, prepare MIS reports, and provide insights to drive decision-making, working with cross-functional teams and the FP&A group.

CA or CA Inter with relevant experience; strong Excel and Power BI skills, data handling, and attention to detail are essential.

Qualifications

• CA or CA Inter with FP&A/financial planning experience.
• Real estate/infrastructure experience preferred.
• Strong budgeting, forecasting and variance analysis skills.
• Experience in MIS reports and dashboards.
• Advanced Excel and PowerPoint; familiarity with ERP/BI tools.
• Understanding of financial statements and cash flow management.

Responsibilities

• Assist in annual budgeting, AOP, and financial planning.
• Develop budgeting and forecasting models; collect inputs from functions.
• Prepare monthly/quarterly/annual forecasts and MIS reports.
• Conduct variance analysis and highlight deviations and risks.
• Support ROI, feasibility studies, and business performance reviews.
• Collaborate with cross-functional teams to support decision-making.

Skills

FP&A

Budgeting

Forecasting

Variance analysis

Financial modelling

MIS reporting

Stakeholder management

Analytical skills

Education

Chartered Accountant (CA) or CA Inter

Tools

Excel

Power BI

ERP systems

Job description

About the Role

We are looking for a finance professional with 2 to 5 years of experience in Financial Planning & Analysis (FP&A) or a similar analytical role, preferably within the real estate industry. The individual will be responsible for supporting financial planning, budgeting, forecasting and business performance analysis.

The role involves working with financial data, developing financial models, preparing management reports and analysing business performance to generate actionable insights. The individual will work closely with the FP&A team and cross-functional stakeholders to support financial decision-making and drive business performance.

Key Responsibilities

1. Financial Planning & Forecasting

• Support the preparation of annual budgets, financial plans and Annual Operating Plans (AOP).
• Assist in developing and maintaining financial models for budgeting, forecasting and business planning.
• Prepare monthly, quarterly and annual financial forecasts based on business performance and financial assumptions.
• Coordinate with business functions to collect, consolidate and validate budget inputs.
• Track actual performance against approved budgets and forecasts, highlighting deviations and potential risks.

2. Financial Analysis & Reporting

• Conduct periodic variance analysis of actual financial performance against budgets and forecasts.
• Prepare monthly MIS reports, financial dashboards and management presentations.
• Analyse key financial metrics, including revenue, EBITDA, profitability, operating costs and cash flows.
• Monitor business and project-level financial performance and identify trends, discrepancies and areas of concern.
• Provide analytical insights to support management reviews and financial decision-making.

3. Financial Modelling & Business Analysis

• Develop and maintain financial models to support business planning and financial projections.
• Conduct revenue, cost and profitability analysis across business operations and real estate projects.
• Assist in evaluating project feasibility, investment proposals and new business opportunities through financial modelling.
• Perform ROI, sensitivity and scenario analysis to assess the financial implications of business decisions.
• Analyse industry benchmarks and market trends to support financial planning and business assessments.

4. Business Partnering & Stakeholder Coordination

• Work with business and functional teams to gather financial information and understand business requirements.
• Support the FP&A team in evaluating the financial implications of business initiatives and operational decisions.
• Track departmental expenditure and monitor adherence to approved budgets.
• Coordinate with stakeholders to ensure timely submission and accuracy of financial inputs.
• Highlight opportunities for cost optimisation, revenue enhancement and operational efficiency.

5. Process Improvement & Systems

• Identify opportunities to improve the accuracy and efficiency of financial reporting and analysis.
• Support automation of financial reports, MIS and dashboards.
• Work with ERP and business intelligence tools to extract, consolidate and analyse financial data.
• Maintain financial databases, reporting templates and trackers to ensure data accuracy and consistency.

6. Compliance & Financial Controls

• Ensure accuracy and consistency of financial information across reports and financial models.
• Adhere to established financial policies, accounting principles and internal reporting processes.
• Assist in identifying financial discrepancies, reporting gaps and potential control issues.
• Support periodic financial reviews and audit-related requirements.

Qualifications & Experience

• Chartered Accountant (CA) or CA Inter with 25 years of relevant experience in FP&A, financial planning, corporate finance or a similar analytical role.
• Prior experience in the real estate, infrastructure or construction industry will be preferred.
• Strong understanding of budgeting, forecasting, financial modelling and variance analysis.
• Hands-on experience in preparing MIS reports, financial dashboards and management presentations.
• Advanced proficiency in Microsoft Excel and good working knowledge of PowerPoint.
• Exposure to financial systems (ERP) and business intelligence tools such as Power BI.
• Understanding of financial statements, accounting principles and financial performance metrics.
• Knowledge of real estate business economics, project feasibility, cash flow management and RERA regulations will be an advantage.
• Strong analytical, numerical and problem-solving skills.
• Ability to work with large datasets, manage multiple priorities and deliver within defined timelines.
• Good communication and stakeholder management skills.
• High attention to detail, ownership and a solution-oriented approach.