Financial Planning Analyst

Prudential HCL Health Insurance; Mumbai; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Prudential HCL Health Insurance in Mumbai seeks a Business Planning professional to drive budgeting, forecasting, and performance management processes aligned with growth and profitability targets. You will partner with finance, operations, and leadership to provide actionable insights, monitor KPIs, and support monthly reviews with strong analytical rigor and Excel-based reporting.

The ideal candidate has CA or MBA in Finance/Strategy and 3–7 years FP&A experience, with detail-oriented mindset

Qualifications

• Strong financial analysis and forecasting skills.
• Advanced Excel and reporting skills.
• Experience working with stakeholders and business teams.
• CA / MBA (Finance or Strategy) is preferred.

Responsibilities

• Lead budgeting, forecasting, and long-term financial planning cycles.
• Track actuals vs plan and perform variance analysis with actionable insights.
• Partner with business teams to align plans with revenue, cost, and growth targets.
• Develop and monitor key financial and operational KPIs.
• Identify risks, gaps, and opportunities impacting business performance.
• Support monthly reviews and leadership reporting with clear insights.
• Strengthen planning models, MIS, and reporting processes.

Skills

Financial analysis

Forecasting

Excel

Stakeholder management

Problem solving

Education

CA / MBA (Finance or Strategy)

3-7 years FP&A / strategy experience

Tools

Excel

Reporting

MIS

Job description

The Business Planning (PHI) role is responsible for driving robust financial planning, forecasting, and performance management processes to support business growth, profitability, and strategic objectives. This role works closely with finance, operations, and leadership teams to ensure accurate planning, continuous tracking of performance, and timely decision-making through actionable insights.

Key Responsibilities

• Lead budgeting, forecasting, and long-term financial planning cycles
• Track actuals vs plan and perform variance analysis with actionable insights
• Partner with business teams to align plans with revenue, cost, and growth targets
• Develop and monitor key financial and operational KPIs
• Identify risks, gaps, and opportunities impacting business performance
• Support monthly reviews and leadership reporting with clear insights
• Strengthen planning models, MIS, and reporting processes

Qualification & Experience

• CA / MBA (Finance or Strategy)
• 3 - 7 years of experience in business planning / FP&A / strategy
• Strong financial analysis and forecasting skills
• Advanced Excel and reporting skills
• Experience working with stakeholders and business teams

Skills

• High attention to detail and accuracy
• Strong analytical and problem-solving skills
• Excellent communication and stakeholder management abilities
• Ability to work independently and manage multiple priorities