Associate – Financial Planning & Analysis ProPMO Services

The Corporate Institute; Mumbai; On-site; INR 1,200,000 - 1,500,000; Full time

Job summary

The Corporate Institute in Mumbai, India is seeking an Associate for Financial Planning & Analysis to support budgeting, forecasting and management reporting.

The role emphasizes rigorous analysis, model building and presenting insights to senior stakeholders across finance and business units.

Qualifications

• 4+ years FP&A experience (preferred).
• BA/BS in Finance, Economics or Accounting preferred.
• CFA/CPA/MBA advantageous.

Responsibilities

• Coordinating annual budgets and short- and long-term forecasts.
• Analysing monthly and quarterly variances.
• Creating and maintaining financial models.
• Preparing financial analyses, presentations and management materials.
• Conducting deep dives into financial-performance issues and their root causes.
• Working across FP&A, lines of business and functional finance teams.

Skills

Advanced Excel

PowerPoint

VB/Macros

Data analysis

Stakeholder management

Education

BA/BS in Finance, Economics or Accounting

CFA/CPA/MBA advantageous

Tools

Essbase

Macro/VBA

Job description

Job Title:

Financial Planning & Analysis – Associate

Role Overview:

This role is oriented toward traditional corporate/business finance activities: budgeting, forecasting, financial performance analysis and management reporting.

Key Responsibilities:

• Coordinating annual budgets and short- and long-term forecasts.
• Analysing monthly and quarterly variances.
• Creating and maintaining financial models.
• Preparing financial analyses, presentations and management materials.
• Conducting deep dives into financial-performance issues and their root causes.
• Working across FP&A, lines of business and functional finance teams.

Technical Expectations:

The technical expectation is significant for an FP&A position: advanced Excel, PowerPoint, Essbase, Visual Basic/macros, the ability to navigate multiple datasets and the ability to convert analysis into management-level recommendations and presentations. Strong quantitative, analytical, communication and stakeholder-management skills are expected.

Qualifications:

4+ years of relevant FP&A experience is preferred, preferably in financial services. A BA/BS in Finance, Economics or Accounting is preferred, while CFA, CPA or MBA qualifications are advantageous.