Financial Planning & Analysis (FP&A) Team Member

adani capital pvt ltd; Ahmedabad District; On-site; INR 350,000 - 550,000; Full time

Job summary

Adani Capital Pvt Ltd is seeking a Team Member in FP&A to support planning, budgeting, and performance reporting. You will consolidate data to prepare monthly MIS, dashboards, and management decks for leadership discussions.

The role involves assisting in budgets, forecasts, and long-range planning, with variance analysis and data-driven insights to drive business performance.

Qualifications

• Degree in finance or related field; CA/CMA/MBA preferred.
• 1–3 years in FP&A, MIS, budgeting, or related finance functions.
• Strong knowledge of financial statements, budgeting, forecasting, and management reporting.

Responsibilities

• Prepare monthly MIS, management reports, and dashboards by consolidating data from multiple sources.
• Assist in annual budgeting, rolling forecasts, and long-range planning with validated inputs.
• Perform variance analysis against budget/forecast, highlighting drivers and trends.
• Prepare financial presentations and decks for leadership discussions and decisions.
• Coordinate with business, finance, and cross-functional stakeholders to ensure timely and accurate reporting.
• Maintain financial databases, models, and planning templates with data integrity and governance.
• Identify process improvements and automation opportunities to enhance reporting efficiency.

Skills

Analytical thinking

Communication

Stakeholder management

Financial analysis

Education

Bachelor's degree in Finance, Commerce, Accounting, Economics, or Business Administration

CA/CMA/MBA (Finance) preferred or pursuing

Tools

SAP

Oracle

Power BI

Tableau

SAC

MS Excel

PowerPoint

Job description

Team Member - FP&A - Planning, Budgeting and Business Performance Reporting Responsibilities Support the preparation of monthly MIS, management reports, and performance dashboards by consolidating financial and operational data from various sources. Assist in annual budgeting, rolling forecasts, and long-range planning exercises by collecting inputs, validating data, and maintaining planning templates. Perform variance analysis of actual performance against budget, forecast, and prior periods, highlighting key business drivers and trends. Support the preparation of financial presentations, business review decks, and management reports for leadership discussions and decision-making. Coordinate with business, finance, and cross-functional stakeholders to obtain timely information and ensure accuracy of reporting deliverables. Maintain financial databases, reporting models, and planning templates while ensuring data integrity and compliance with established processes. Analyze operational and financial KPIs to identify trends, risks, and opportunities for improving business performance. Support process improvement and automation initiatives by identifying manual activities, enhancing reporting efficiency, and adopting digital tools. Ensure timely completion of reporting calendars, adherence to governance requirements, and compliance with internal financial controls. Continuously build functional knowledge in FP&A, financial modelling, business analytics, and stakeholder management to support future growth within the organization.

Qualifications Degree in Finance, Commerce, Accounting, Economics, or Business Administration; CA/CMA/MBA (Finance) qualified or pursuing candidates preferred. 1-3 years of experience in FP&A, MIS Reporting, Budgeting, Financial Analysis, Audit, or related finance functions. Strong understanding of financial statements, budgeting, forecasting, variance analysis, and management reporting concepts, with proficiency in MS Excel and PowerPoint. Exposure to ERP systems (SAP, Oracle, etc.) and data visualization tools such as Power BI, SAC, or Tableau will be an added advantage. Strong analytical, communication, and stakeholder management skills with the ability to work in a dynamic environment and meet tight reporting deadlines.