Financial Planning Analyst

Yulu; Bengaluru; On-site; INR 2,000,000 - 2,800,000; Full time

Job summary

Yulu, India's leading shared electric mobility company, seeks a seasoned FP&A professional to own financial modelling, forecasting, investor relations, and management reporting. You will partner with Business Finance, Accounting, Tech & Data, and business teams to translate drivers into actionable insights, support fundraising, and deliver investor-ready decks and board packs.

In this role you will build rolling forecasts, perform scenario analyses, and collaborate cross-functionally to sharpen

Qualifications

• 3–5 years of FP&A experience or in related finance functions.
• Strong Excel with advanced modeling, formulas, pivots.
• Solid understanding of financial statements and valuation concepts.
• Excellent written and verbal communication for stakeholders.
• Ability to manage multiple priorities and meet tight deadlines.
• Bachelor's degree in Finance, Accounting, Economics, or Commerce; MBA/CA/CFA is a plus but not mandatory.

Responsibilities

• Build, maintain, and refine integrated financial models (P&L, balance sheet, cash flow) and rolling forecasts.
• Develop scenario analyses to stress-test assumptions and support fundraising decisions.
• Translate operational drivers into financial projections with cross-functional teams.
• Prepare investor communications, updates, data room content, and board materials.
• Partner with Business Finance to run variance analysis and month-end close.

Skills

Excel (advanced)

PowerPoint

Analytical skills

Communication skills

Cross-functional collaboration

Education

Bachelor's degree in Finance, Accounting, Economics, Commerce

MBA in Finance / CA / CFA (preferred)

Tools

VBA

Job description

Yulu is India’s largest shared electric mobility-as-a-service company. Yulu’s mission is to reduce traffic congestion and air pollution by running smart, shared, and small-sized electric vehicles. Yulu is led by a mission-driven & seasoned founding team and has won several prestigious awards for its impact and innovation. Yulu is currently enabling daily commuters for short-distance movements and helping gig workers to deliver goods for the last mile with its eco-friendly rides at pocket-friendly prices and reducing the carbon footprint.

Yulu is excited to welcome people with high integrity, commitment, the ability to collaborate and take ownership, high curiosity, and an appetite for taking intelligent risks. If our mission brings a spark into your eyes and if you’d like to join a passionate team that’s committed to transforming how people commute, work, and explore their cities - Come, join the #Unstoppable Yulu tribe!

Stay updated on the latest news from Yulu at https://www.yulu.bike/newsroom and our website, https://www.yulu.bike/. https://www.yulu.bike/.

Role Summary

Own financial modelling, forecasting, scenario planning, investor relations, and management reporting. Partner with Business Finance, Accounting, Tech & Data, and business teams to translate operational drivers into actionable financial insights, support fundraising and investor requirements, and deliver accurate, investor-ready board and management presentations.

Key Responsibilities

• Build, maintain, and continuously refine integrated financial models(P&L, balance sheet, cash flow) and rolling forecasts.
• Develop scenario and sensitivity analyses to stress-test assumptions and support strategic and fundraising decisions.
• Translate operational and business drivers into financial projections in partnership with business teams.

Investor Relations

• Prepare investor and lender communication materials — investor updates,fundraising decks, data room content and Q&A support — along with the trackers, covenant schedules and periodic information packs required under financing agreements.
• Support debt and equity fundraise processes end-to-end — investor communication, information requests, tracking of the fundraise pipeline, and coordinating due diligence with internal teams and advisors.
• Build and maintain market intelligence for the finance and leadership teams — track the performance of peer and comparable companies, benchmark key operating and financial metrics, and monitor sector, funding, and regulatory developments relevant to Yulu, to sharpen internal decision-making and investor conversations.

Board Decks &Management Presentations

• Build clear, well-structured board decks and management presentations that tell an accurate financial story.
• Own the analysis behind board and investor materials — financial performance packs, KPI dashboards and MD&A-style commentary for board meetings.

Business Finance Partnership

• Partner with the Business Finance team on recurring MIS, budget-vs-actual variance analysis and month / quarter-end close deliverables (includes City P&L, Cluster P&L, Usage-based P&L, Business Unit P&L, Unit Economics, etc.).
• Maintain and improve the templates, trackers and dashboards used for periodic management reviews.

Cross-functional Collaboration

• Partner closely with Accounting, Investor Relations, the Business Function and the Tech & Data Function to deliver sharp, well-grounded analysis and the best outcomes for the business.
• Work with the Tech & Data Function to improve data availability and automate recurring analysis, reducing manual effort.
• Liaise with business unit owners to gather inputs for forecasts, budgets and periodic reviews.

Preferred Qualifications

• 3–5 years of relevant experience in FP&A, investment banking, equity research, corporate finance or financial consulting.
• Very strong Excel skills — advanced financial modelling, complex formulas, pivot tables, and scenario/sensitivity tools; working knowledge of VBA is a plus.
• Solid financial expertise — strong grasp of financial statements, corporate finance principles and valuation concepts.
• Working knowledge of PowerPoint for building polished,investor-ready board decks.
• Excellent analytical and quantitative skills, with close attention to detail and accuracy.
• Strong written and verbal communication skills — able to turn numbers into a clear narrative for senior stakeholders and investors.
• Ability to manage multiple priorities and meet tight deadlines in a fast-paced environment.
• Bachelor's degree in Finance, Accounting, Economics, Commerce, or a related field; MBA (Finance), CA, or CFA is a plus but not mandatory.