Financial Planning & Analysis (FP&A) Assistant (for our client)

Zoho; Hyderabad; On-site; INR 550,000 - 900,000; Full time

Benefits offered by this job

Meals & snacks on the house

Performance incentives & bonuses

Job summary

Zoho is seeking an FP&A Assistant to own the weekly planning and forecasting cycle across multiple regions. You will maintain core financial models, ensure reconciliation with Zoho Books, and translate analytics into clear actions on pricing, inventory, and make-vs-buy decisions.

You will audit forecasts, manage data integrity in Google Sheets, build dashboards in Zoho Analytics, and document outcomes and management commentary to drive decisions to results.

Qualifications

• 1.5+ years hands-on FP&A experience.
• Portfolio video showcasing modeling structure and logic.
• Strong focus on forecasting, pricing, and cost analysis.

Responsibilities

• Weekly forecasting and modeling across multiple entities.
• Maintain and reconcile financial models with Zoho Books.
• Build dashboards and translate data into actionable insights.
• Develop pricing, bundling, and make-vs-buy analyses.
• Conduct regular auditing of forecasts, POs, and profitability.
• Document decisions and follow through with management actions.

Skills

Forecasting

Financial modeling

Data reconciliation

Zoho Books

Zoho Analytics

Zoho Projects

Google Sheets

Tools

Zoho Books

Zoho Analytics

Google Sheets

Job description

Financial Planning & Analysis (FP&A) Assistant (for our client)

The FP&A Professional will ownthe company's weekly financial planning and analysis cycle across all three geographies. This role isresponsible for maintaining and forecasting our core financial models, ensuring airtight reconciliationbetween our working models and our system of record (Zoho Books), and converting analytics intoclear, actionable recommendations on pricing, bundling, inventory, and make-vs-buy decisions. Therole also carries an auditing function — auditing forecasting as well as purchase order and receivinginformation, including profitability and pricing — and owns the follow-through on managementdecisions: recording management notes, creating and assigning tasks in Zoho Projects, anddocumenting outcomes and management commentary on an ongoing basis so that decisions aredriven to results.Our finance function is built on Zoho Books (accounting system of record), Zoho Analytics(dashboards and reporting), and Google Sheets (primary modeling environment). The integrity of theGoogle Sheets data, a rigorous change log, and continuous reconciliation with Zoho are central tothis role.

Key Responsibilities

1. 1. Weekly Forecasting & Modeling
   • Maintain and update the following models on a weekly cadence: the integrated financial model(across BVI, US, and Thailand entities), the P&L model, the cash flow model, budget vs. actualswith variance analysis, the pricing model, and the inventory model including inventoryconsumption and the reordering model.
   • Refresh forecasts based on the latest actuals, order pipeline, and consumption trends.
   • Proactively flag risks such as cash shortfalls, margin erosion, stockouts, or overstock ahead ofthe weekly cycle where possible.
2. 2. Reconciliation & Data Integrity
   • Maintain continuous reconciliation between working models in Google Sheets and the source oftruth (Zoho Books).
   • Ensure Google Sheets data is accurate, current, and reconciled with Zoho Books and ZohoAnalytics at all times.
   • Maintain a rigorous change log for all model and data changes: what changed, when, why, andby whom.
   • Investigate and resolve discrepancies between systems promptly; document root causes andfixes.
   • Establish and enforce data hygiene standards, including versioning, access control, structuredsheet design, and audit trails.
3. 3. Analytics & Actionable Insights
   • Build and maintain dashboards and reports in Zoho Analytics.
   • Translate data into concise, decision-ready insights for leadership — recommending actions, notjust reporting numbers.
   • Identify trends in sales, margins, costs, and consumption across entities and SKUs.
   • Deliver a weekly insights summary alongside the model refresh.
4. 4. Pricing, Bundling & Make-vs-Buy Analysis
   • Develop and maintain the pricing model; recommend appropriate price points and adjustments bySKU, channel, and market.
   • Identify and evaluate bundling opportunities to improve margin and velocity.
   • Perform make-vs-buy analysis: identify SKUs that can be manufactured directly in-house versusprocured, factoring in landed cost, capacity, lead times, quality, and working capital impact.
   • Support sourcing and manufacturing decisions with clear cost-benefit analysis.
5. 5. Auditing
   • Perform a regular audit of forecasting: review forecasts against actual outcomes, test theassumptions and inputs behind each model, and correct systematic errors so forecast accuracyimproves over time.
   • Audit purchase order (PO) and goods receiving information: verify that POs, receipts,quantities, and costs recorded in the systems match reality and reconcile with Zoho Books.
   • Extend the audit to profitability and pricing: verify margin calculations, check that actual sellingprices align with the pricing model, and flag SKUs, orders, or customers where realizedprofitability deviates from plan.
   • Document audit findings, root causes, and corrective actions, and track them through to closure.
6. 6. Management Decision Follow-Through & DocumentationAfter FP&A-driven management decisions are taken, this role is responsible for ensuring thedecisions translate into action and results:
   • Record the management notes from each review or decision meeting accurately and promptly.
   • Create the relevant task(s) arising from each decision, with clear deliverables and deadlines.
   • Assign each task to the relevant person responsible for execution.
   • Create these tasks in Zoho Projects and follow up on them so that results are actually driven,not just noted.
   • Document the outcomes and the management commentary on an ongoing basis, maintaininga continuous record of decisions, actions, and results as part of the weekly cycle.

Requirements

Application Requirement — Portfolio Video (for candidates with 1.5+ years of FP&A experience)

Candidates with a minimum of 1.5 years of hands-on FP&A experience.

• Model structure — how the model is organized (inputs, assumptions, calculations, outputs)
• Purpose and use case — what business decision the model supports (e.g., forecasting, pricing, cash flow, inventory)
• Key logic — a walkthrough of the more complex formulas, scenario/sensitivity analysis, or reconciliation logic
• How it's kept current — how actuals feed in and how the model is updated/maintained over time

Confidentiality: Candidates should feel free to redact or replace any sensitive figures, company names, or proprietary data — the goal is to see structure, logic, and rigor, not real numbers. Dummy data or blurred cells are fine as long as the underlying modeling approach is visible.

• Meals & snacks on the house — food and snacks provided at no cost.
• Performance incentives & bonuses