Financial Planning & Analysis Manager

Urban Ridge Supplies; Mumbai; On-site; INR 4,000,000 - 7,000,000; Full time

Job summary

Urban Ridge Supplies in Mumbai seeks an Assistant Manager / Manager with a strong FP&A background to lead financial planning, analysis, and reporting. You will consolidate multi-company P&Ls, balance sheets, and cash flows, and drive robust financial insights.

The role requires advanced Excel and VBA skills, experience with Shipments ERP, and the ability to build automated models and dashboards in Power BI.

Qualifications

• 8–10 years FP&A experience in logistics
• Experience consolidating Multi-Company P&Ls, balance sheets, and cash flows
• Advanced Excel and VBA skills
• MIS reporting experience

Responsibilities

• Prepare and consolidate financial statements including Multi-Company P&Ls, Balance Sheets, and Cash Flow Statements.
• Conduct variance analysis and provide actionable insights to senior management.
• Prepare Monthly/Quarterly MIS reports and presentations for stakeholders.
• Assist in development of financial forecasts and budgeting processes.
• Monitor actuals vs forecast and budget, highlighting key areas of concern and opportunities.

Skills

FP&A

Financial analysis

MIS reporting

Excel VBA

Power BI

Education

Bachelor's in Finance

CA certification

FMVA certification

Tools

Shipments ERP

Excel VBA Macros

Power BI

Job description

We are seeking a highly skilled and motivated Assistant Manager / Manager with a strong background in financial planning, analysis, and reporting. The ideal candidate will possess hands-on experience in preparing and consolidating Multi-Company P&Ls, balance sheets, and cash flows. Prior exposure to Shipments ERP and the ability to create and maintain Excel VBA Macros will be considered a huge advantage. This is a great opportunity for someone with a passion for finance, advanced Excel skills and a good understanding of logistics industry and emerging trends.

Key Responsibilities

Financial Reporting & Analysis

• Preparation and consolidation of financial statements, including Multi-Company P&Ls, Balance Sheets, and Cash Flow Statements.
• Conduct detailed variance analysis and provide actionable insights to senior management.
• Prepare Monthly/Quarterly MIS reports and presentations for stakeholders.

Financial Forecasting & Budgeting

• Assist in the development of financial forecasts and budgeting processes.
• Monitor actuals vs. forecast and budget, highlighting key areas of concern and opportunities.

System & Process Management

• Utilize Shipments for financial data analysis and reporting.
• Create and maintain automated financial models, reports, and dashboards using Excel VBA Macros and (or) Power BI.

Stakeholder Communication

• Collaborate with cross-functional teams to understand financial needs and requirements.
• Support leadership in strategic decision-making by providing in-depth financial insights and recommendations.

Qualifications & Skills

Education

• Graduate or Post-Graduate in Finance
• Profession Certifications like CA, FMVA would be an added advantage.

Experience

• 8 to 10 years of FP&A experience, preferably in a logistics or similar industry.
• Proven experience in MIS preparation and consolidation of Multi-Company P&Ls, Balance Sheets, and Cash Flow.

Technical Skills

• Strong proficiency in Advanced MS Excel (e.g., pivot tables, complex formulas, and advanced data analysis).
• Experience with Excel VBA Macros for automation and reporting.
• Exposure to Shipments ERP will be a significant advantage.
• Experience in creating and managing reporting on Power BI.

Soft Skills

• Strong analytical and problem-solving skills.
• Ability to communicate complex financial data in an understandable manner to various stakeholders.
• Strong attention to detail, with the ability to work under pressure and meet deadlines.

Preferred Qualifications

• Experience within the logistics sector is highly preferred, although candidates from other industries with a strong FP&A background will also be considered.