Analyst, Financial Planning and Analysis

XPO; Maharashtra; On-site; INR 800,000 - 1,200,000; Full time

Job summary

XPO in Pune, India, is seeking an Analyst – FP&A to support planning, budgeting, forecasting, financial analysis and reporting. You will act as the primary contact for SG&A spend management, partnering with cross‑functional teams to provide financial insights for business decisions.

Responsibilities include monthly close support, variance analysis, and creating dashboards to improve planning efficiency. Strong Excel, PowerPoint and ERP system experience are required, with optional Python skills

Qualifications

• Bachelor’s or Master’s degree in Finance, Accounting or related field.
• 2–5 years of FP&A, Corporate Finance or similar analytical role.
• Experience with HFM, SmartView/Hyperion & EPBCS preferred.
• Intermediate to advanced proficiency in MS Excel and PowerPoint.
• Willingness to work flexible hours (3:00 PM–12:00 AM IST).
• Detail oriented with ability to meet tight deadlines.

Responsibilities

• Prepare recurring and ad hoc financial analyses, including variance analysis vs Budget, Forecast, and Prior Year.
• Support monthly forecasting, annual budget, and long-range planning for assigned areas.
• Manage SG&A expense reporting and analyze spending trends, risks and opportunities.
• Prepare monthly management reports, executive summaries and leadership presentations.
• Collaborate with FP&A and business leaders to explain financial performance and drivers.
• Assist with monthly close activities including accruals and reconciliations.
• Develop and maintain financial models, dashboards and reporting tools.
• Identify opportunities for process improvement through automation and standardization.
• Support strategic initiatives with ad hoc analyses as needed.

Skills

Excel proficiency

Variance analysis

Python

Macros

Data interpretation

Education

Bachelor’s/Master’s in Finance or Accounting

Tools

HFM

SmartView/Hyperion

EPBCS

Oracle

MS Project

Word

Excel

PowerPoint

Job description

GENERAL DESCRIPTION

As an Analyst – FP&A based in India (Pune), you will work with senior members of the team in planning, budgeting, forecasting, financial analysis, and reporting activities. The role will serve as the primary point of contact for SG&A spend management while partnering with cross‑functional teams to provide financial insights that support business decisions. This position offers broad exposure across Corporate FP&A and operational teams through close collaboration on planning and reporting activities.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Prepare recurring and ad hoc financial analyses, including variance analysis against Budget, Forecast, and Prior Year.
• Support the monthly forecasting process, annual budget, and long‑range planning activities for assigned functional areas.
• Manage SG&A expense reporting and provide timely analysis of spending trends, risks, and opportunities.
• Prepare monthly management reporting packages, executive presentations, and financial summaries for leadership review.
• Partner with FP&A and business leaders to understand financial performance and communicate key drivers of results.
• Assist with monthly close activities, including accrual reviews, financial reconciliations, and reporting validation.
• Develop and maintain financial models, dashboards, and reporting tools to improve planning and reporting efficiency.
• Identify process improvement opportunities through automation and standardization of financial reporting and analysis.
• Support strategic initiatives and other ad hoc financial analyses as assigned.

SUPERVISORY RESPONSIBILITIES

• This Job has no supervisory responsibilities but in special circumstances may lead the work of others

DECISION-MAKING RESPONSIBILITIES

• Apply established financial policies and delegated authority guidelines when reviewing financial transactions, forecasts, and analyses
• Identify financial risks, trends, and opportunities, escalating significant issues to management with data‑driven recommendations.

EDUCATION / EXPERIENCE

• Minimum Required Education: Bachelor’s/Master’s degree in Finance, Accounting, or a related field.
• Minimum Required Experience: 2-5 years of experience in FP&A, Corporate Finance, or a similar analytical finance role.
• Experience in HFM, SmartView/Hyperion & EPBCS is preferred.
• Desirable Education/Experience: Intermediate to advanced proficiency in Microsoft Excel and PowerPoint.
• Quick learning attitude
• Ability to work flexible hours (3:00PM to 12:00 AM IST.)
• Detail oriented, ability to work in tight schedules

CERTIFICATES AND LICENSES

JOB RELATED COMPETENCIES

To perform the job successfully, an individual should demonstrate the following competencies:

• Functional/Technical Skills – Apply
  • Demonstrates strong Excel proficiency, including formulas, lookups, reconciliations, and data validation.
  • Ability to do variance analysis and root cause analysis
  • Understanding of Macros and Python
• Business Acumen – Acquire
  • Interprets reports and financial data to support decisions.
  • Develops clear, data‑backed summaries and recommendations for leadership review.
• Dealing with Ambiguity - Acquire
  • Adapts to shifting priorities while maintaining accuracy and adherence to internal controls.
  • Escalates material or ambiguous issues with clearly organized facts and data ‑ supported options.
• Inspiring Vision and Purpose – Acquire
  • Demonstrates ownership and accountability for assigned analyses and deliverables.
• Basic knowledge / Strong Fluency /Expert-level user of Windows applications and Microsoft Office programs such as MS Project, Word, Excel and PowerPoint.
• Accurately inputs information into and retrieves from the computer.
• Quickly learns and achieves proficiency in new software applications as needed.
• Demonstrates ability to create complex formulas in MS Excel; create queries in AI and use it for variance analysis.
• Demonstrates proficiency with company financial systems and reporting applications relevant to the role (Oracle, Hyperion/SmartView, ePBCS, etc.).
• Ability to consolidate, analyze, and present financial data in a clear and meaningful format for leadership.
• Support financial reporting processes by maintain reporting tools, resolving issues, and assisting end users as needed.
• Understands and is familiar with the most widely known and emerging tools, technologies and social applications.

WORK ENVIRONMENT & PHYSICAL DEMANDS

The Work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work Space

• Office / cubicle work space with moderate noise level.

Hours of Work/Travel

• Extended hours during month end close and during budgeting excercise
• Local travel needed to office on weekly basis
• Travel between regions or different offices as and when needed

XPO

is an Equal Employment Opportunity Employer (M/F/V/H)

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