Financial Planning Analyst

BDO India; Mumbai; On-site; INR 800,000 - 1,200,000; Full time

Job summary

A financial services firm in Mumbai is seeking an FP&A professional to support financial planning, budgeting, and forecasting. You will work with business stakeholders to provide insights and track financial performance in line with the firm's objectives. The ideal candidate will have 2-4 years of experience, strong analytical and problem-solving skills, and advanced proficiency in MS Excel. This role demands excellent communication and the ability to manage multiple priorities effectively.

Qualifications

• 2-4 years of experience in FP&A or related fields.
• Strong understanding of financial statements, budgeting, and forecasting.
• Excellent analytical skills and ability to present findings.

Responsibilities

• Prepare and manage annual budgets and forecasts.
• Perform monthly variance analysis and provide commentary.
• Analyse revenue, cost, margin, and headcount trends.

Skills

Analytical skills

Problem-solving skills

MS Excel proficiency

Communication skills

Job description

The FP&A professional will support financial planning, budgeting, forecasting, and performance analysis activities. The role involves partnering with business stakeholders to provide insights, track financial performance, and support strategic decision-making in line with BDOs business objectives

Role & responsibilities

• Prepare and manage annual budgets and forecasts
• Good understanding accounting Provisions/Prepaid entries, basic accounting knowledge
• Perform monthly variance analysis (Actual vs Budget/Forecast) and provide clear commentary
• Develop and maintain management monthly reports for leadership review
• Analyse revenue, cost, margin, and headcount trends across business units/projects
• Support month-end close activities from an FP&A perspective
• Work closely with business partners to understand drivers and highlight risks/opportunities
• Assist in product pricing analysis, and cost optimization initiatives on product-based P&L.
• Support ad-hoc financial analysis requests and partner queries
• Ensure data accuracy, consistency, and compliance with internal controls and policies.
• 2-4 years of Experience
• Strong understanding of financial statements, budgeting, and forecasting, actual analysis
• Excellent analytical and problem-solving skills
• Advanced proficiency in MS Excel (pivot tables, formulas, financial models)
• Good understanding of P&L, cost structures, and financial statements
• Strong communication skills to present reports in front on management
• Ability to manage multiple priorities and work in a deadline-driven environment.

Preferred candidate profile

• Experience in professional services, consulting, or financial services industry
• Exposure to stakeholder management
• Experience working with large datasets and complex financial reporting.