Financial Planning Analyst

ETG; Bengaluru; On-site; INR 800,000 - 1,400,000; Full time

Job summary

ETG is seeking an FP&A Analyst to support financial planning, analysis, and reporting for the Pulses vertical. The role emphasizes budgeting, forecasting, MIS reporting, and data-driven insights for leadership.

The ideal candidate has 3–6 years of FP&A experience, strong Excel and Power BI skills, and the ability to translate data into actionable recommendations for management.

Qualifications

• MBA/CA Inter/CMA in Finance, Accounting, or a related discipline.
• 3–6 years of FP&A, financial analysis, or MIS reporting.

Responsibilities

• Develop, maintain MIS reports and dashboards to track financial performance.
• Prepare P&L reports, working capital analysis, and management reporting decks.
• Create KPI dashboards and financial infographics for leadership review.
• Ensure timely monthly, quarterly, and annual reporting.
• Conduct variance analysis (actuals vs. budget/forecast) and highlight key drivers.
• Analyze cost structures, revenue trends, and profitability metrics.
• Provide actionable insights to support strategic decision-making.
• Support annual budgeting and periodic forecasting processes.
• Consolidate financial data across functions and align with business goals.
• Build and maintain financial models for planning and performance tracking.
• Work with Hyperion for planning and reporting processes.
• Identify opportunities to improve reporting efficiency, automation, and data accuracy.
• Drive standardization and optimization of financial reporting processes.
• Partner with business teams to gather financial data and requirements.
• Deliver customized financial insights to support operational and strategic needs.

Skills

Power BI

Power Query

MS Excel

MIS reporting

Financial consolidation

Month-end close

Analytical skills

Stakeholder comms

Education

MBA/CA Inter/CMA

Job description

We are seeking a detail-oriented and analytical FP&A Analyst to support financial planning, analysis, and reporting activities for the Pulses vertical. This role will be instrumental in driving budgeting, forecasting, variance analysis, and MIS reporting, while enabling data-driven decision-making. The ideal candidate will bring strong financial acumen, expertise in reporting tools, and the ability to translate complex data into actionable insights.

Key Responsibilities

• Develop, maintain, and enhance MIS reports and dashboards to track financial performance.
• Prepare P&L reports, working capital analysis, and management reporting decks.
• Create KPI dashboards and financial infographics for leadership review.
• Ensure timely and accurate monthly, quarterly, and annual reporting.
• Conduct variance analysis (actuals vs. budget/forecast) and highlight key business drivers.
• Analyze cost structures, revenue trends, and profitability metrics.
• Provide actionable insights to support strategic decision-making.

3. Budgeting & Forecasting

• Support annual budgeting and periodic forecasting processes.
• Consolidate financial data across functions and ensure alignment with business goals.
• Build and maintain financial models to support planning and performance tracking.
• Work with tools such as Hyperion for planning and reporting processes.

5. Process Improvement

• Identify opportunities to improve reporting efficiency, automation, and data accuracy.
• Drive standardization and optimization of financial reporting processes.

6. Cross-functional Collaboration

• Partner with business and functional teams to gather financial data and requirements.
• Deliver customized financial insights to support operational and strategic needs.

Qualifications & Skills

Education

• MBA/CA Inter/CMA in Finance, Accounting, or a related discipline.

Experience

• 3-6 years of experience in FP&A, financial analysis, or MIS reporting.

Technical Skills

• Strong hands-on experience with Power Query and Power BI.
• Advanced proficiency in MS Excel.
• Experience in MIS reporting, financial consolidation, and month-end close processes.
• Strong analytical and problem-solving skills.
• Ability to present complex financial information clearly to stakeholders.
• Team-oriented mindset with the ability to manage multiple priorities effectively.