Financial Planning & Analysis Senior Associate

Azentio; Mumbai; On-site; INR 1,200,000 - 2,200,000; Full time

Job summary

Azentio is seeking a detail-oriented FP&A Senior Associate to support financial forecasting, budgeting, MIS, and performance management. You will deliver dashboards, analyze variances, and build models to evaluate initiatives with cross-functional collaboration.

You should have 4–6 years of FP&A experience, strong Excel skills, and familiarity with Anaplan and AI-enabled analytics. This role is based in Mumbai, with a focus on driving business performance through data-driven insights.

Qualifications

• MBA or Bachelor's Degree in Finance.
• 4 to 6 years of FP&A or related experience.
• Strong analytical and quantitative skills with attention to detail.
• Advanced proficiency in Microsoft Excel.
• Experience with Anaplan is preferred.
• Familiarity with data visualization tools and AI platforms such as Microsoft Copilot, Claude, or similar.
• Understanding of prompt engineering concepts is desirable.
• Excellent communication and presentation skills.

Responsibilities

• Develop and maintain regular management reports and dashboards.
• Support annual budgets, quarterly forecasts, and long-term financial plans.
• Analyze performance against targets and provide actionable recommendations.
• Build and maintain financial models for initiatives and growth opportunities.
• Identify opportunities to streamline processes and improve data quality.
• Leverage AI tools to enhance reporting, forecasting, and decision support.
• Conduct ad hoc finance analysis and prepare leadership-ready presentations.

Skills

Advanced Excel

Financial analysis

Education

MBA or Finance degree

Tools

Anaplan

Data visualization tools

AI platforms (Copilot/Claude)

Job description

Job ID: 1217

Financial Planning & Analysis Senior Associate

Mumbai - India |4 - 6 Years of Experience

About the Job

Job Description: FP&A Specialist

We are seeking a detail-oriented and analytical Financial Planning & Analysis (FP&A) Specialist to support financial forecasting, budgeting, MIS preparation, and business performance management. This role plays a key part in driving business performance through data-driven insights, financial modeling, and cross-functional collaboration.

Key Responsibilities

Reporting

• Develop and maintain regular management reports and dashboards that clearly communicate financial and operational performance through reporting platforms.

Budgeting & Forecasting

• Support the preparation of annual budgets, quarterly forecasts, and long-term financial plans in collaboration with business unit leaders.

Financial Analysis

• Analyze financial performance against targets, identify key variances, and provide actionable recommendations to improve profitability and operational efficiency.

Modeling & Scenario Planning

• Build and maintain financial models to evaluate business initiatives, strategic investments, and growth opportunities.

Process Improvement & Automation

• Identify and implement opportunities to streamline financial processes, improve data accuracy, and enhance reporting tools and workflows.

AI-Powered Finance & Analytics

• Leverage AI tools and prompt engineering techniques to improve reporting, forecasting, variance analysis, data visualization, and decision-making support.

Ad Hoc Analysis

• Conduct ad hoc financial analysis and prepare presentations for senior leadership as required.

Qualifications & Requirements

• MBA or Bachelor's Degree in Finance.
• 4 to 6 years of experience in FP&A, financial analysis, or related finance roles.
• Strong analytical and quantitative skills with excellent attention to detail.
• Advanced proficiency in Microsoft Excel.
• Experience with financial planning tools such as Anaplan is preferred.
• Familiarity with data visualization tools and AI platforms such as Microsoft Copilot, Claude, or similar solutions will be an added advantage.
• Understanding of prompt engineering concepts is desirable.
• Excellent communication and presentation skills with the ability to translate financial data into business insights for non-financial stakeholders.
• Strong business acumen and the ability to work effectively in a fast-paced, collaborative environment.

Role Information

• Department: Finance
• Location: Navi Mumbai (Ghansoli)
• Reporting To: FP&A Lead

About Azentio Software

Headquartered in Singapore, Azentio provides mission-critical software products across Asia Pacific, the Middle East, Africa, and India to banks, Islamic financial institutions, insurance companies and brokers. Azentio also provides ERP solutions to mid-market enterprises.

Our flagship platforms include Azentio Banking, Azentio Capital Markets, Azentio Insurance, and Azentio ERP. The flexibility of our software platforms enables multiple applications to operate on a single source of data while offering workflow automation, analytics, document management, and seamless integration capabilities.

Azentio serves over 1,000 clients across more than 48 countries, with offices in 9 countries and a team of over 2,000 employees. We are committed to helping our customers transform their business operations through innovation, technology excellence, and outstanding customer service.

Azentio Software Private Limited is wholly owned by funds advised by Apax Partners.

Learn more about Apax: Apax Partners

In the words of our clients

Employee speak see what our employees have to say.

I genuinely love the friendly atmosphere at Azentio. There are undoubtedly pressures at work, but people are most supportive. I really admire the managers, they’re genuinely supportive.

Vivek K

Delivery – Technical Specialist, India

For me, the cultural diversity at Azentio is a huge positive. My role as Quality Assurance Lead requires me to work with teams across the globe, with various teams across units.

Ajin K Joy

Lead – Quality Assurance, India

Working at Azentio Software feels like one big family. They offer a friendly, supportive and incredibly professional working environment with a clear career path and challenging targets.

Myriam Moussallem

Manager – Talent Acquisition, Lebanon

I love challenges. So, working in the knowledge-intensive technology industry shaping the BFSI industry is highly stimulating for me. There is no dearth of opportunities to learn and develop new skills.

Anand Chandran

Product Engineering India

I genuinely love the friendly atmosphere at Azentio. There are undoubtedly pressures at work, but people are most supportive. I really admire the managers, they’re genuinely supportive.

Vivek K

Delivery – Technical Specialist, India

For me, the cultural diversity at Azentio is a huge positive. My role as Quality Assurance Lead requires me to work with teams across the globe, with various teams across units.

Ajin K Joy

Lead – Quality Assurance, India

Working at Azentio Software feels like one big family. They offer a friendly, supportive and incredibly professional working environment with a clear career path and challenging targets.

Myriam Moussallem

Manager – Talent Acquisition, Lebanon

I love challenges. So, working in the knowledge-intensive technology industry shaping the BFSI industry is highly stimulating for me. There is no dearth of opportunities to learn and develop new skills.

Anand Chandran

Product Engineering India

I genuinely love the friendly atmosphere at Azentio. There are undoubtedly pressures at work, but people are most supportive. I really admire the managers, they’re genuinely supportive.

Vivek K

Delivery – Technical Specialist, India

Questions about joining Azentio?

Are we a match?

The global financial services industry is undergoing rapid changes.Increasingly fast innovation cycles and disruptive forces requirefresh minds that understand what our clients expect from us. If youfeel you can add value to Azentio, there is an opportunity for you.

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