Financial Planning Analyst

Group Pharmaceuticals; Bengaluru; On-site; INR 600,000 - 900,000; Full time

Job summary

Group Pharmaceuticals Ltd in Bengaluru is seeking a Financial Planning Analyst to join the Finance team. You will be responsible for Margin Analysis, Cost Analysis, Budgeting, Forecasting, and Planning, partnering with business units to drive profitability and value creation.

The role requires strong Excel skills, ERP experience, and analytical thinking to deliver dashboards and reports to senior management.

Qualifications

• Bachelor's degree in Finance/Commerce preferred.
• 1–3 years of experience in Financial Planning & Analysis, Corporate Finance, or Business Finance.
• Strong understanding of financial statements and accounting principles.
• Advanced proficiency in Microsoft Excel (Pivot Tables, Power Query, Power Pivot, financial modeling).
• Experience with any ERP systems.
• Experience with planning and reporting tools such as Power BI, Tableau, or similar is preferred.

Responsibilities

• Perform detailed account-level margin analysis to evaluate customer profitability and identify margin improvement opportunities.
• Analyze gross margin performance by customer, product, service line, and business segment.
• Monitor margin trends and investigate key drivers of variances against budget, forecast, and prior periods.
• Prepare recurring profitability reports and dashboards for management review.
• Partner with business teams to provide recommendations for improving revenue quality and margins.
• Conduct detailed analysis of operating expenses, with a primary focus on travel and entertainment (T&E) spending.
• Monitor travel budget utilization and identify cost-saving opportunities.
• Analyze travel expenses by department, employee group, project, and geography.
• Support policy compliance reviews and provide insights on travel cost optimization.
• Track spending trends and explain budget-to-actual variances.
• Prepare annual budgets, quarterly forecasts, and long-range financial plans.
• Develop and maintain financial models to support business planning and investment decisions.
• Analyze monthly financial results, identify variances, and provide recommendations to management.
• Prepare monthly, quarterly, and annual management reports and dashboards.
• Monitor KPIs and collaborate with business units to understand financial performance.
• Support strategic initiatives with profitability, pricing, and cost analyses.
• Perform scenario planning and sensitivity analyses for business decisions.
• Assist in executive and board presentations.
• Ensure data accuracy across financial reports.
• Support month-end and year-end closing from FP&A perspective.
• Drive process improvements and automation in financial reporting and planning.
• Collaborate with Accounting, Tax, Treasury, Procurement, HR, and Operations to align financial planning with business objectives.
• Support ad hoc financial analysis and special projects as required.

Skills

Financial analysis

Advanced Excel

Budgeting & Forecasting

Variance analysis

Financial modeling

ERP systems

Education

Bachelor's degree in Finance/Commerce

Tools

Power BI

Tableau

Power Query

Power Pivot

Job description

Role & responsibilities

Job Title: Financial Planning Analyst

Location: Embassy Square, Infantry road, Bangalore

Department: Finance / Accounts

Reporting to: CFO

We are looking for a dedicated FPA to join our Finance team at Group Pharmaceuticals Ltd, Bangalore

Required Qualifications

• Bachelor's degree in Finance/Commerce preferred
• 1- 3 years of experience in Financial Planning & Analysis, Corporate Finance, or Business Finance
• Strong understanding of financial statements and accounting principles.
• Advanced proficiency in Microsoft Excel (Pivot Tables, Power Query, Power Pivot, financial modeling).
• Experience with any ERP systems
• Experience with planning and reporting tools such as Power BI, Tableau, or similar is preferred.

About the job

Margin Analysis & Profitability Reporting

• Perform detailed account-level margin analysis to evaluate customer profitability and identify margin improvement opportunities.
• Analyze gross margin performance by customer, product, service line, and business segment.
• Monitor margin trends and investigate key drivers of variances against budget, forecast, and prior periods.
• Prepare recurring profitability reports and dashboards for management review.
• Partner with business teams to provide recommendations for improving revenue quality and margins.

Cost Analysis & Expense Management

• Conduct detailed analysis of operating expenses, with a primary focus on travel and entertainment (T&E) spending.
• Monitor travel budget utilization and identify cost-saving opportunities.
• Analyze travel expenses by department, employee group, project, and geography.
• Support policy compliance reviews and provide insights on travel cost optimization.
• Track spending trends and explain budget-to-actual variances.

Budgeting, Forecasting & Planning

• Prepare annual budgets, quarterly forecasts, and long-range financial plans.
• Develop and maintain financial models to support business planning and investment decisions.
• Analyze monthly financial results, identify variances, and provide recommendations to management.
• Prepare monthly, quarterly, and annual management reports and dashboards.
• Monitor key financial and operational performance indicators (KPIs).
• Partner with business units to understand financial performance and identify improvement opportunities.
• Support strategic initiatives by conducting profitability, pricing, and cost-benefit analyses.
• Perform scenario planning and sensitivity analysis for business decisions.
• Assist in preparing presentations for executive leadership and board meetings.
• Ensure data accuracy and integrity across financial reports.
• Support month-end and year-end closing activities from an FP&A perspective.
• Drive process improvements and automation of financial reporting and planning activities.
• Collaborate with Accounting, Tax, Treasury, Procurement, HR, and Operations to align financial planning with business objectives.

Support ad hoc financial analysis and special projects as required