Financial Analysis Senior Specialist

IMA India; Bengaluru; On-site; INR 1,000,000 - 1,800,000; Full time

Job summary

IMA India seeks a Senior FP&A Specialist to drive financial analysis, budgeting, and forecasting. You will extract data from reports, identify variances, and provide strategic recommendations to management. The role requires strong Excel/VBA skills and proven ability to work with cross-functional stakeholders.

The candidate should have 8–10 years in FP&A, with a background in finance, accounting, or related fields. MBA/CA/CWA is preferred.

Qualifications

• Bachelor’s degree in finance, accounting, economics, business, or related field.
• MBA/CA/CWA preferred for advanced roles.
• 8–10 years of FP&A experience is expected.

Responsibilities

• Extract data from financial reports to perform financial and statistical analysis.
• Identify discrepancies and propose corrective actions within budgets.
• Prepare and present financial reports to stakeholders.
• Monitor expenditures and approve/deny requisitions per budget.
• Analyze costs of projects and departments to assess profitability margins.
• Support annual budgeting and forecasting processes and challenge variances.
• Review monthly account analyses and balance sheet reconciliations.
• Communicate risks and opportunities with clear recommendations.

Skills

Financial analysis

Excel VBA

Data interpretation

Budgeting & forecasting

Stakeholder communication

Problem-solving

Education

Bachelor’s in finance/accounting/economics

MBA/CA/CWA

Tools

Excel

VBA

Power BI

Job description

Job Description** Function FP&A Cost Center Location Gurgaon Region North America Position Financial Analysis -Senior Specialist Grade 9 Reporting to Director Process Category FP&A Shift Time (Morning shift (7 am to 5 pm), Day -10am to 7pm/Afternoon-12:30pm to 9:30pm) US/UK shift time. Salary Range Min. Max. Functional Role (Job Description) The primary goal of the Financial Analyst is to gather and analyze financial data to facilitate decision making and provide guidance to managers by making financial recommendations based on the data they have gathered and analyzed. This includes information regarding past company performance against set metrics and cost management. This role requires medium to high complexity environments and taking instructions from a senior finance personal in the business. **Essential** **Desirable** Education Background A bachelor's degree in finance, accounting, economics, business, or a related field and MBA/CA/CWA Work Experience 8 to 10 years in FP&A Analytical in their approach and are proactive individuals who can work independently Key Responsibilities + Report to Stakeholders - + Extract data from financial reports to conduct financial and statistical analysis and identify financial discrepancies and recommend appropriate solutions. + Contribute to the monitoring and controlling of expenditure by approving or denying requisitions based on whether the items are in budget. + Prepare a variety of financial reports based on the analysis results. + Conduct presentations related to findings and provide recommendations to the relevant internal stakeholders + Research and analyze costs of projects, departments and future ventures to provide information and insights about expenses and determine profitability margins. + Conduct budget and expense analysis and report on variances ensuring that the projected budget is met and assist with cost reduction initiatives. + Reconcile and review monthly account analysis for balance sheet accounts. + Ensure budget and forecast variances are analyzed and recommendations are made to correct or improve company performance. + Assist with input into the annual budgeting and forecasting process. + Ensure key pieces of analysis are performed on areas of risk or opportunity within the business and that the financial levers are understood and communicated to the business together with clear recommendations. + Continuously review business initiatives to ensure that they meet the required profitability expectations. + Identify cost management opportunities (processes or expenses) for ensuring improved profitability and sustainable returns for the business. Key Performance Parameters + Behavioral - Display excellent attention to detail and exhibit good interpersonal skills. Good communication skills and can establish co-operative and working relationships with others in the country and in business. + Problem Solving - Ability and willingness to come up with creative solutions for problems. Display the required knowledge and organizational skills and can interpret data coherently to facilitate good decision making. + Proactive/Planning - Able to organize tasks and to multi-task. Properly manages time, establishes priorities, and effectively schedules work to meet deadlines (especially during month-end deadlines). Anticipates obstacles and develops contingency plans. Essential Knowledge and Analytical Skills Intermediate to advanced Excel, VBA Excellent verbal and written communication skills Excellent analytical and problem-solving skills with attention to detail and accuracy Intensity/Commitment to Task Managerial and Soft Skills Result Oriented Pleasing Personality High integrity Team Player/ Teamwork/ Ability to manage work under Pressure Test to be Administrated NA Additional Information NA