Assistant Financial Planning and Analysis Manager

HireGenie | Finance Recruitment Expert; Bengaluru; On-site; INR 600,000 - 1,000,000; Full time

Job summary

HireGenie | Finance Recruitment Expert in Bengaluru, India, seeks a Chartered Accountant with 0–2 years post-qualification experience to join its finance team. You will support budgeting, forecasting, and investor reporting, working closely with cross-functional teams to ensure accurate, timely insights.

The role emphasizes data accuracy, rapid financial analysis, and process improvements, including automation and standardized templates.

Qualifications

• CA with 0–2 years in statutory/internal audit or risk advisory from a Big Four firm.
• Willing to consider CA internship with Big Four in Taxation if FP&A experience ≥ 2 years.
• Strong MS Excel skills and detail orientation.

Responsibilities

• Support annual budgets, rolling forecasts, and variance analysis.
• Track actual vs budgeted expenses and revenue; provide insights.
• Support financial planning and identify cost optimization opportunities.
• Update financial models with latest actuals and projections.
• Coordinate with accounting for month-end closings and journal entries.
• Foster cross-functional planning with sales and product teams; drive process improvements.
• Deliver ad hoc analyses and strategic business cases as needed.

Skills

MS Excel

Analytical skills

Financial modeling

Communication skills

Education

Chartered Accountant (CA)

Tools

Zoho

QuickBooks

Tally

Job description

About the company:

Our client is India's largest road freight technology platform, currently processing close to 4% of the country's freight volume — with an ambitious goal of reaching 20% by 2028. Already a category leader, the company is expanding beyond its core software offering into freight marketplace and supply chain financing, targeting $100M in revenue by 2028.

Employment Type: Full-time

Experience: 0-2 years of post-qualification experience

Key Responsibilities:

• Support the preparation of annual budgets, rolling forecasts, and variance analysis.
• Track actual vs. budgeted expenses and revenue; provide timely insights to management.
• Support financial planning activities and help identify areas for cost optimization.
• Update financial models promptly to reflect the latest actuals and projections, supporting timely and informed decision-making.
• Support management with ad hoc financial analysis, scenario modeling, and business cases as needed for decision-making.

2. Investor Relations

• Compile, validate, and distribute monthly MIS reports—including P&L, balance sheet, and cash flow summaries—within two business days of month-end close to align with management review cycles.
• Ensure accuracy and completeness of data inputs to avoid delays and ensure reliability of reports as this needs to be shared with the Board of Directors and Investors.

3. Month-End Closures

• Coordinate with the accounting team to ensure timely completion of accruals, reconciliations, and journal entries as per the monthly close calendar.
• Validate that all closing activities are completed and financials are review-ready within the prescribed closing window.

4. Cross-Functional Collaboration

• Partner with internal, sales, and product teams to gather inputs and validate assumptions early in the planning cycle to prevent last-minute delays.
• Facilitate planning meetings and checkpoints to ensure all stakeholders meet agreed timelines.

5. Process Improvement & Automation

• Identify opportunities for process improvement (e.g., centralized templates, automation of data pulls, streamlined workflows) to reduce turnaround time.
• Monitor close cycle KPIs to drive ongoing improvements in efficiency and reporting timelines.

5. Ad Hoc Analysis & Special Projects

• Support management with ad hoc analysis, ensuring a quick turnaround without compromising insight quality.
• Contribute to strategic initiatives (e.g., business cases, scenario planning) with well-defined deliverables, schedules, and milestone tracking.

Candidate Profile:

• Chartered Accountant with 0-2 years of experience with article-ship in either Statutory Audit/ Internal Audit/ Risk Advisory from Big 4 firms.
• Open to consider, CA Internship with Big Four in Taxation (GST), provided strong post qualification experience in FP&A of 2 years.
• Strong Class X, XII marks and not many attempts to clear CA. (preferably within the 1st or 2nd attempt)
• Excellent MS Excel skills and working knowledge of accounting tools (Zoho/QuickBooks/Tally).
• Strong analytical and problem-solving skills.
• High attention to detail as the individual is expected to work on critical investor/ board queries with a sense of ownership.
• Good verbal and written communication skills. High on energy.
• Ability to work independently and handle multiple tasks under tight timelines.

Qualification: Chartered Accountant (CA)