Financial Planning Analyst

Deluxe; Bengaluru; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Deluxe in Bengaluru, India, is seeking a Financial Analyst to join our corporate finance team. You will prepare and analyse monthly financial statements, support budgeting, forecasting, and close activities, and develop new reporting structures and tools in Excel.

Ideal candidates have 3–5 years of experience, strong Excel/PowerPoint skills, and a background in finance or sourcing. This role requires effective communication with senior management in a fast-paced environment.

Qualifications

• 3–5 years of experience in corporate finance or sourcing.
• Strong Excel and PowerPoint skills; macros in Excel are a plus.
• Strong financial modelling skills with knowledge of reporting systems and controls.
• MBA Finance preferred or bachelor’s degree in Finance, Accounting, or Business Management.
• Ability to handle multiple projects in a fast-paced environment.
• Excellent communication and project management skills.
• Experience working with senior management.

Responsibilities

• Consolidate key business metrics to track MoM, QoQ and YoY performance.
• Assist in budgeting, forecasting, historic reporting and analysis using Excel.
• Develop sourcing strategies and new reporting structures.
• Obtain categorical spend data from SAP and analyze cost center reports.
• Develop metrics on cost reduction and EBITDA impact for LOB units.
• Develop tools or new Excel formats to input data for finance teams.
• Support monthly close activities with variance analyses and KPI reporting.
• Assist in audits, budgets, forecasts and performance forecasting.
• Maintain supplier data and act as SME on financial modelling.

Skills

Excel

PowerPoint

Macros

Financial modelling

Education

MBA finance

Bachelor's degree in Finance, Accounting, Business Management or similar field

Tools

SAP

Job description

The Financial Analyst is primarily concerned with accounting, analysis, and reporting functions. The position is responsible for the preparation and analysis of monthly financial statements, ensures the accuracy of the general ledger, preparation of financial reports, statistical records and annual operating budgets, preparation of audit work papers, and completion of special projects as assigned.

The Financial Analyst will:

• Be responsible for the consolidation of key business metrics to track and monitor the MoM, QoQ and YoY performance of our existing production unit and segment wise reporting.
• Be involved in budgeting, forecasting, historic reporting and analysis primarily using Excel/Pivots.
• Develop sourcing strategies and identify, prepare and execute new reporting structure.
• Obtain categorical spend data from SAP and analyze for cost center wise reports.
• Develop key metrics on cost reduction and EBITDA impact to each of our LOB units.
• Develop new tools or excel format spreadsheet to provide more inputs for finance teams.
• Participating in financial close activities, the Analyst prepares variance analyses on actual versus plan/forecast. In addition, the Analyst manages selected KPI's, management reporting and communication to senior management.
• Support Finance team to provide excel based files of monthly activities and during audit, budget, forecast and performance forecast for the management.
• Monthly working for cost per employees of each LOB’s, etc.
• As request on the excel format from the Manager/Sr. Manager – Finance & above from Finance dept.
• Act as a subject matter expert on financial modelling and valuation - Maintain supplier database and lead resolution of ongoing issues.
• Support team as needed in developing and leading cross-functional teams to build business cases for identified opportunity. Validate, execute and assist in the implementation plans.
• Identify members of and coordinate activities of cross-company business stakeholders
• Monitor and report savings and other performance metrics

The ideal candidate will have:

• At least 3-5 years of experience in a corporate finance or sourcing environment with a strong understanding of financial statements and balance sheets; a consulting and audit background would be preferred
• Strong Excel and PowerPoint skills, Macros in excel will be advantage
• Strong financial modelling skills coupled with an understanding of financial reporting systems, procedures, and controls
• MBA finance preferred or bachelor’s degree in Finance, Accounting, Business Management or similar field
• The ability to be a self-starter and manage multiple projects at once
• Strong communication and project management skills
• Ability to work in a fast-paced, rapidly growing, constantly changing, performance- driven environment
• Experience working with senior management team
• Corporate Services of IT/ITES Industries