Financial Planning Analyst

Allegis Global Solutions (AGS); Pune District; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Allegis Global Solutions (AGS) in Pune is seeking a Senior Financial Analyst to support financial planning and forecasting, perform in-depth analysis, and deliver management reports. The role involves collaborating with cross-functional teams to drive cost optimization and strategic insights.

The ideal candidate will have a Chartered Accountant qualification and 3–5 years of FP&A experience in an MNC, with strong modeling, data analysis, and communication skills. Attention to detail is essential.

Qualifications

• Qualified Chartered Accountant with post-qualification FP&A experience.
• 3-5 years of post-qualification experience in FP&A in an MNC.
• Strong financial modeling and data analysis capabilities.
• Advanced knowledge of accounting principles, regulations, and financial statements.
• Excellent communication and presentation skills.
• Detail-oriented with high accuracy.

Responsibilities

• Develop and maintain financial models to support budgeting, forecasting, and long-term planning.
• Analyze financial data, identify drivers, and provide insights for decision-making.
• Assist in annual budgeting and periodic forecasts.
• Monitor budget performance, investigate variances, and suggest corrective actions.
• Conduct financial analysis to support strategic initiatives and cost optimization.
• Prepare and present reports to management and stakeholders and develop KPIs dashboards.
• Collaborate with operations and other departments to align financial goals.

Skills

Financial modeling

Data analysis

Analytical skills

Communication

Presentation

Attention to detail

Education

Chartered Accountant

Tools

Hyperion

Essbase

Workday

Incorta

Job description

DUTIES AND RESPONSIBILITIES

Main responsibilities will include the following:

Financial Planning and Forecasting

• Develop and maintain financial models to support budgeting, forecasting, and long-term planning.
• Analyze financial data, identify key drivers, and provide insights to enhance decision-making.
• Assist in the preparation of the annual budget and periodic forecasts.
• Monitor budget performance, investigate variances, and recommend corrective actions as needed.

Financial Analysis & Reporting

• Conduct in-depth financial analysis to support strategic initiatives and identify areas for improvement.
• Evaluate the financial impact of various projects, investments, and operational changes.
• Prepare and present accurate and timely financial reports to management and key stakeholders.
• Develop and maintain dashboards to track key performance indicators (KPIs) and financial metrics.

Manufacturing Variance & Cost Analysis

• Analyze and explain variances in manufacturing costs, including direct labor, direct materials, and overhead costs.
• Collaborate with the operations team to understand production processes, Cost Drivers and identify opportunities for cost optimization.
• Analyze costs and cost structures to identify opportunities for cost savings and process improvements.

Forecasting, Trend & Adhoc Analysis

• Monitor economic, industry, and market trends to provide insights into potential impacts on the organization.
• Utilize forecasting techniques to predict future financial trends and outcomes.
• Respond to ad hoc requests for financial analysis and reporting from various departments and senior management.
• Conduct special projects to support strategic initiatives and business decisions.

Cross-Functional Collaboration

• Work closely with other departments, such as accounting, operations, and sales, to gather relevant financial information and ensure alignment with organizational goals.

QUALIFICATIONS AND EXPERIENCE

• Chartered Accountant.
• Proven experience as a Senior Financial Analyst. With strong analytical skills with the ability to interpret complex financial data.
• 3-5 years of post-qualification experience in FP&A role with an MNC.
• Excellent proficiency in financial modeling and data analysis tools.
• Advanced knowledge of accounting principles, financial regulations, and financial statement analysis.
• Effective communication and presentation skills.
• Detail-oriented with a high level of accuracy.

SELECTION CRITERIA

• Strong knowledge of Hyperion, Essbase, Workday, Incorta and other financial and non-financial databases
• Strong analytical skills with expertise in spreadsheet and PowerPoint skills
• Ability to produce coherent and succinct management reports.
• Positive attitude and willingness to learn.
• Be flexible and open to changes.
• Detail oriented, organized, and accurate
• Strong interpersonal, communication and team member skills.