Budgeting, Planning & Analysis

SMFG INDIA CREDIT COMPANY; Mumbai; On-site; INR 800,000 - 1,800,000; Full time

Job summary

SMFG INDIA CREDIT COMPANY is seeking a Chartered Accountant with 0-2 years of experience to lead financial planning and forecasting activities from Mumbai. The role requires coordinating with business units and product teams to build robust forecasts and scenario analyses.

The incumbent will maintain monthly profitability reports and dashboards, perform variance and trend analyses on P&L statements, and prepare investor and board presentations that articulate performance and strategic

Qualifications

• Prepare comprehensive financial plan, quarterly and monthly forecasts at entity, segment, and product levels.
• Coordinate with business units and product teams to gather data for accurate forecasting and scenario analysis.
• Execute maintenance of monthly profitability reports and dashboards, summarising KPIs and variances.

Responsibilities

• Provide analysis on business matters across products and segments to support strategic planning.
• Conduct monthly P&L analyses, variance analyses, and ad-hoc reporting to identify drivers and trends.
• Disseminate business indicators through reports, presentations, and dashboards for timely insights for stakeholders.
• Formulate investor and board presentations, including competitive analysis of peers, to communicate performance and growth prospects effectively.

Skills

Forecasting

P&L analysis

Investor presentations

Dashboard reporting

Education

CA (Chartered Accountant)

Job description

Role & responsibilities

• Prepare comprehensive financial plan, quarterly, and monthly financial forecasts at entity, business segment, and product levels.
• Coordinate with business units and product teams to gather relevant data and assumptions for accurate forecasting and scenario analysis.
• Execute maintenance of monthly profitability reports and dashboards, summarizing key performance indicators (KPIs) and analysing variations against the plan.
• Provide analysis on business matters across products and business segments, supporting strategic decision-making and business planning initiatives.
• Conduct monthly analysis of Profit & Loss (P&L) statements, performing variance analysis, trend analysis, and ad-hoc reporting to identify underlying business drivers and performance trends.
• Disseminate various business indicators through reports, presentations, and dashboards, ensuring key stakeholders have access to timely and actionable insights.
• Formulate investor and board presentations, including competitive analysis of industry peers, to communicate the company's financial performance, strategic initiatives, and growth prospects effectively.

Preferred candidate profile

Qualified CA with 0-2 Years of Experience