Financial Planning Analyst

Piramal Finance Ltd.; Mumbai Suburban; On-site; INR 6,00,000 - 8,00,000; Full time

Job summary

A financial services company in Mumbai is seeking an Analyst to manage MIS, budgeting, and forecasting. The role involves close collaboration with business teams to analyze financial data and provide insights. Candidates should have advanced Excel skills and experience with SAP and Power BI. This position offers an opportunity to contribute significantly to management reporting and financial analysis.

Qualifications

• Strong analytical skills to manage and interpret complex financial data.
• Ability to produce actionable insights from data analysis.
• Experience in MIS management and financial reporting.

Responsibilities

• Develop and maintain MIS for budgets and forecasts.
• Support budgeting and forecasting exercises with variance analysis.
• Prepare management reports and presentations.
• Collaborate with FP&A teams for financial data validation.
• Conduct ad-hoc financial analysis as needed.

Skills

Advanced Excel proficiency

Financial statement interpretation

Experience with SAP

Experience with Power BI

Ability to analyze large data sets

Tools

SAP

Oracle

Power BI

Job description

JOB OVERVIEW:

The Analyst will play a pivotal role in MIS management, budgeting, forecasting, management reporting, and driving analytical rigor. The role will involve close collaboration with the respective business FP&A, financial reporting, and treasury functions.

KEY REQUIREMENTS:

• Proficiency in advanced Excel with the ability to manage and analyze large volumes of unstructured data to generate actionable insights.
• Ability to interpret and understand financial statements.
• Prior experience in working with SAP and/or Oracle databases and Power BI dashboards.

KEY RESPONSIBILITIES:

• Assist in developing and maintaining MIS for budgets, forecasts, and performance analysis.
• Support monthly, quarterly, and annual budgeting and forecasting exercises; prepare variance analyses and performance summaries.
• Prepare and update management reports, dashboards, and financial presentations for internal review.
• Collaborate with business FP&A teams to gather inputs and validate financial data.
• Conduct ad-hoc analyses such as product profitability, cost tracking, or business case evaluations.
• Reconcile management reports with accounting data and ensure accuracy of reported numbers.
• Provide analytical support for board, audit committee, or investor presentations as required.