Financial Planning & Analysis Analyst Serving Skill

The Corporate Institute; Bengaluru; On-site; INR 900,000 - 1,300,000; Full time

Job summary

The Corporate Institute in Bangalore is seeking an FP&A Analyst to support financial planning, budgeting, forecasting, MIS reporting, and business performance across FMCG and Manufacturing segments. You will partner with sales, supply chain, manufacturing, and finance teams to deliver actionable insights and data-driven decisions.

The role emphasizes building dashboards with Excel and Power BI, maintaining financial models, and providing stakeholders with timely analyses to drive profitability

Qualifications

• MBA Finance or CMA (India) required.

Responsibilities

• Prepare and publish monthly MIS reports covering sales performance, profitability, cost analysis, and operational KPIs.
• Analyze Sales vs Target performance across products, channels, and business units.
• Track SKU/category-level performance for FMCG operations.
• Prepare manufacturing cost reports covering raw materials, conversion costs, plant overheads, and logistics.
• Ensure accuracy and integrity of financial data; automate reporting dashboards using Excel, Power BI, and BI tools.
• Support annual budgeting and rolling forecast processes.
• Assist in sales forecasting (volume and value) and budgeting for costs.
• Perform variance analysis for revenue, margins, and costs; identify trends and opportunities.
• Develop dashboards and scorecards; work with ERP/SAP data for accuracy.
• Collaborate with Sales, Manufacturing, Supply Chain, and Commercial teams; support leadership reviews and ad-hoc analyses.

Skills

Advanced Excel

Power BI

Financial Planning & Analysis

Budgeting & Forecasting

Variance Analysis

Cost and Margin Management

SAP/ERP Systems

Data Analytics and Visualization

Stakeholder Management

AI/ML Analytics & Automation

Education

MBA Finance or CMA (India)

Tools

SAP

Job description

Financial Planning & Analysis – Analyst role – MBA/CMA

Hiring : FP&A Analyst

Location : Bangalore

Reporting To : Head FP&A

Role Summary :

We are seeking a highly analytical FP&A Analyst to support financial planning, budgeting, forecasting, MIS reporting, and business performance management across FMCG and Manufacturing businesses. The role will partner with sales, supply chain, manufacturing, and finance teams to deliver actionable insights and and support data-driven decision-making.

Key Responsibilities :

MIS & Reporting :

• Prepare and publish monthly MIS reports covering sales performance, profitability, cost analysis, and operational KPIs.
• Analyze Sales vs Target performance across products, channels, and business units.
• Track SKU/category-level performance for FMCG operations.
• Prepare manufacturing cost reports covering raw materials, conversion costs, plant overheads, and logistics.
• Ensure accuracy, consistency, and integrity of financial and operational data.
• Build and automate reporting dashboards using Excel, Power BI, and BI tools.

Budgeting & Forecasting :

• Support annual budgeting and rolling forecast processes.
• Assist business teams in sales forecasting (volume and value).
• Support budgeting for raw materials, manufacturing costs, logistics, and operating expenses.
• Maintain financial models and update forecasts based on business performance.
• Support scenario planning and data-driven forecasting initiatives.

Financial Analysis :

• Perform detailed variance analysis for revenue, margins, and costs.
• Monitor key financial drivers including :
• Raw Material Costs
• Plant and Conversion Costs
• Freight and Distribution Costs
• Gross Margin Performance
• Identify trends, risks, and opportunities and provide actionable recommendations.
• Support profitability improvement and cost optimization initiatives.

Data Analytics & Dashboarding :

• Maintain financial databases, trackers, and centralized reporting systems.
• Develop interactive dashboards and business performance scorecards.
• Work with ERP/SAP data to ensure data accuracy and reporting reliability.
• Leverage advanced analytics, automation tools, AI, and machine learning techniques to improve forecasting and business insights.

Business Partnering :

• Collaborate with Sales, Manufacturing, Supply Chain, and Commercial teams.
• Provide financial insights to support operational and strategic decisions.
• Assist in preparing leadership presentations, business reviews, and management reports.
• Support ad-hoc analysis and business requests from stakeholders.

Candidate Profile :

Qualification :

• MBA Finance or CMA (India)

Experience :

• 58 years of experience in FP&A, MIS, Commercial Finance, or Business Finance.
• Prior experience in budgeting, forecasting, variance analysis, and business partnering is essential.
• Experience in FMCG, Consumer Products, Manufacturing, or Industrial businesses preferred.
• Exposure to multi-business environments and collaboration with plant and sales teams will be an added advantage.

Key Skills :

• Advanced Excel (Pivot Tables, Lookups, Financial Modeling)
• Power BI and Dashboarding
• Financial Planning & Analysis
• Budgeting & Forecasting
• Variance Analysis
• Cost and Margin Management
• SAP/ERP Systems
• Data Analytics and Visualization
• Strong Communication and Stakeholder Management
• Exposure to AI/ML-based Analytics and Automation Tools preferred