Financial Planning & Analysis

AIS InfoSource; Vadodara; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

You will partner with sales and management to optimize pricing, model ROI on new contracts and products, prepare monthly and quarterly forecasts, and deliver high‑impact analyses that drive profitability.

Qualifications

• MBA (Finance), CA or M.Com as educational qualification.
• 2–5 years FP&A experience.
• Strong communication and analytical abilities.

Responsibilities

• Track monthly P&L for six legal entities.
• Prepare and improve monthly management financial/operational reports.
• Lead pricing strategy formulation to enhance profitability.
• Prepare financial trend and variance analysis vs forecasts.
• Prepare global financial forecasts monthly, quarterly, and annually.
• Develop, support, and enhance global cash flow forecasting process.
• Maintain and create models to evaluate P&L impact of new client contracts.
• Analyze the budgetary impact of pricing on profitability.
• Evaluate P&L performance and ROI of clients and products.
• Attend weekly sales prospect meetings and provide analytical support.
• Prepare Commission/Bonus calculations for management.
• Prepare and evaluate tax files for US Taxation.
• Prepare revenue weekly/monthly by product, client, segment.
• Work on intercompany transactions.
• Analyze data and provide outputs.

Skills

Verbal and written communication

Interpersonal communication

Analytical skills

Presentation skills

Independent & team work

Critical thinking & work ethics

Education

MBA (Finance)

CA

M.Com

Tools

MS Office

Job description

Financial Planning And Analysis

EXPERIENCE REQUIRED: 2-5 Years

NUMBER OF POSITIONS: 01

DEPARTMENT: Finance

REPORTS TO: Senior Manager/AVP

LOCATION: Vadodara, IN

OVERVIEW

AIS Info is seeking to hire an experienced Financial Planning and Analysis (FP&A) professional in Vadodara with 2 to 5 years of expertise. In this role, you will lead global financial forecasting, cash flow modeling, and P&L performance tracking across multiple legal entities. You will also collaborate closely with sales and management teams to drive pricing strategies, model client contract ROI, and deliver high-impact financial insights.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Track monthly P&L performance of six legal entities on consolidated and individual basis
• Prepare and improve monthly management financial/operational reports including Flash of financial results
• Lead and direct pricing strategy formulation and take necessary pricing actions to enhance profitability, ensuring integrity and accuracy in all pricing matters
• Prepare financial trend and variance analysis comparing current operating results with prior operating results and forecasts/budgets
• Prepare global financial forecasts monthly, quarterly, and annually
• Develop, support, and enhance global cash flow forecasting process
• Maintain and create models to evaluate P&L impact of new client contracts and new product offerings
• Analyses budgetary impact of price approach in view of overall history as well as profitability of customer
• Evaluate P&L performance and ROI of clients and products
• Attend weekly sales prospect meetings and provide analytical support for detailed evaluation
• Prepare Commission/Bonus calculations for management
• Prepare and evaluate tax files for US Taxation
• Prepare revenue weekly and monthly with different segments like product, client, and nature of business
• Working and posting intercompany transactions
• Analyze the data and provide valuable outputs

SKILLS

• Excellent verbal, written and interpersonal communication skills
• Meticulous with exceptionally strong analytic skills
• Presentations Skills
• Ability to work independently and as part of a team
• Critical thinking skills and work ethics
• MS Office (Excel, Word & PPT)

QUALIFICATIONS

• MBA (Finance), CA, M.Com

DISCLAIMER

The information in this job description is designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this position and may be changed at the company’s discretion to conform to business needs.

ABOUT THE COMPANY

AIS is a Texas-based fintech firm committed to lowering operating costs, improving quality and reducing cycle time with back-office automation, highly skilled talent and standardized reporting and analytics solutions. AIS manages the day-to-day work so our clients can focus on growing their business. We review client processes, eliminate non-value adds, and enhance productivity. We build financial and legal technology to automate and optimize workforce performance. We recruit, train, and manage specialized human resources to meet staff augmentation needs. We equip decision makers with deep data sets and forward-thinking analytics so they can make smarter business decisions and create better customer experiences. We serve a variety of industries including banking, automotive finance, credit card, mortgage, insurance and telecommunications.