Financial Data Analyst – FP&A
Planit Partners
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Job summary
Planit Partners in Gurgaon is seeking a Financial Data Analyst – FP&A to drive budgeting, forecasting, MIS reporting and financial modelling for global operations. You will partner with the Senior Finance Controller and regional teams to improve forecast accuracy and decision support.
The role emphasizes SAP, advanced Excel, Power BI, AI-enabled tools and automation to deliver timely insights, scenario planning and KPI dashboards.
Qualifications
- Postgraduate or higher in Finance, Accounting, Commerce or Business Administration.
- MBA in Finance, CA Inter or CMA would be preferred.
- Approximately 8+ years of FP&A, management reporting, accounting or finance operations.
- Experience in multinational/global stakeholder environments is preferred.
- Exposure to multi-currency reporting is advantageous.
Responsibilities
- Prepare annual budgets, rolling forecasts and long-range financial plans.
- Build and maintain financial models including three-statement, scenario and sensitivity models.
- Analyse financial performance against budgets, forecasts and prior periods.
- Identify financial trends, risks, variances and improvement opportunities.
- Partner with business and functional teams to align financial plans with operational priorities.
- Own or support the monthly management reporting cycle and MIS dashboards.
- Conduct variance analysis and support ad-hoc leadership requests.
- Support investment evaluation, business cases and M&A analysis as required.
Skills
Education
Tools
Job description
Location: Gurgaon
Employment Type: Full-time, On-site
Experience Required: 8+ years
Reporting To: Senior Finance Controller
Our client is a global sourcing, supply chain and procurement organisation working with leading international retailers and brands across the apparel and home and living categories.
The organisation operates across multiple international markets and is looking to strengthen its finance and analytical capabilities from its Gurgaon office.
We are seeking a detail-oriented and analytical Financial Data Analyst – FP&A to support global finance operations.
The role combines financial planning and analysis, management reporting, accounting, financial modelling, data analytics and process automation. The selected candidate will work closely with the Senior Finance Controller and regional stakeholders to improve forecasting accuracy, reporting speed and the quality of financial decision-making.
The ideal candidate should have strong hands-on experience in budgeting, forecasting, MIS reporting, variance analysis and financial modelling, along with proficiency in SAP, advanced Excel, Power BI and AI-enabled analytical tools.
- Prepare annual budgets, rolling forecasts and long-range financial plans.
- Build and maintain financial models, including three-statement, scenario and sensitivity models.
- Analyse financial performance against budgets, forecasts and prior periods.
- Identify financial trends, risks, variances and improvement opportunities.
- Partner with business and functional teams to align financial plans with operational priorities.
- Own or support the monthly management reporting cycle.
- Prepare MIS reports, KPI dashboards and leadership presentations.
- Conduct budget-versus-actual and forecast-versus-actual variance analysis.
- Perform revenue, cost, margin and profitability analysis.
- Provide accurate and timely ad-hoc analysis to senior leadership.
- Support investment evaluation, business cases and M&A-related analysis, wherever required.
- Develop financial models for business units, projects and strategic initiatives.
- Conduct scenario planning and sensitivity analysis to support business decisions.
- Translate complex financial data into clear recommendations for senior stakeholders.
- Support management with timely, accurate and commercially relevant financial insights.
- Identify opportunities to automate recurring finance reports, reconciliations and analytical processes.
- Use advanced Excel, Power Query, macros, VBA, Power BI or similar tools to reduce manual effort.
- Apply AI-enabled tools to improve the speed and quality of financial analysis.
- Explore the use of predictive analytics, anomaly detection and AI-assisted forecasting.
- Use tools such as Microsoft Copilot, Claude, ChatGPT or similar platforms to solve business problems, while ensuring that outputs are properly validated.
- Develop scalable and self-service reporting solutions for finance and business stakeholders.
- Extract, reconcile and analyse large financial datasets from SAP, Excel and other systems.
- Ensure accuracy, integrity and consistency of financial information across reports and systems.
- Support improvements in financial reporting processes and data governance.
- Work with regional and cross-functional teams on finance transformation initiatives.
- Monitor receivables, payables and inventory-related financial metrics.
- Analyse DSO, DPO, DIO and the cash conversion cycle.
- Support cash-flow forecasting and working-capital improvement initiatives.
- Highlight risks, delays and exceptions requiring management attention.
- Accuracy of budgets and forecasts.
- Reduction in variance between forecasts and actual financial performance.
- Faster completion of monthly MIS and management reporting.
- Increased automation of recurring finance reports and reconciliations.
- Improved quality and timeliness of leadership decision support.
- Better visibility into working-capital and cash-flow performance.
- Accuracy and reliability of financial data and dashboards.
- Postgraduate degree in Finance, Accounting, Commerce or Business Administration.
- MBA in Finance, CA Inter, CMA or an equivalent qualification would be preferred.
- Approximately 8 or more years of experience in FP&A, management reporting, accounting or finance operations.
- Experience working in a multinational, multi-entity or global stakeholder environment is preferred.
- Exposure to multi-currency reporting would be an advantage.
- Strong hands-on knowledge of SAP ERP.
- Advanced Microsoft Excel skills.
- Experience with Power Query, macros or VBA.
- Working knowledge of Power BI.
- Strong financial modelling and analytical capabilities.
- Sound understanding of accounting principles and management reporting.
- Experience working with large financial datasets.
- Familiarity with AI-assisted analysis, forecasting or automation tools would be an advantage.
- Strong financial analysis and modelling ability.
- Excellent attention to detail and data accuracy.
- Ability to identify trends, exceptions and business risks.
- Strong presentation and financial storytelling skills.
- Ability to communicate financial insights clearly to senior leadership.
- Strong stakeholder-management and business-partnering skills.
- Ability to work with international and cross-functional teams.
- Proactive approach towards process improvement and automation.
- Ability to work independently in a fast-paced environment.
- Strong problem-solving and decision-support capabilities.
- Has independently handled budgeting, forecasting and management reporting.
- Is comfortable working with SAP and large Excel-based datasets.
- Has built financial models and senior-management presentations.
- Has practical experience automating finance reports or processes.
- Can demonstrate real use cases of AI or analytical tools in finance.
- Can move beyond preparing reports and explain what the numbers mean for the business.
- Is comfortable working full-time from the Gurgaon office.
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