Financial Planning and Analysis

Career Crafterz; Bengaluru; Hybrid; INR 2,500,000 - 4,000,000; Full time

Job summary

Careercrafterz in Bengaluru is seeking an experienced FP&A professional to drive planning, budgeting and forecasting across the business. You will build driver-based models, deliver monthly MIS and leadership packs, and turn data into actionable insights for strategic decisions.

The role requires 7–10 years in FP&A, with ownership of planning and reporting, and advanced Excel with PowerPoint. Familiarity with SaaS metrics and BI tools is preferred.

Qualifications

• 7-10 years in FP&A, with ownership of planning and reporting cycle.
• Experience in financial modelling, forecasting, management reporting and analytics.
• Advanced Excel and strong PowerPoint/presentation skills; comfortable with BI or planning tools.

Responsibilities

• Own the AOP, monthly/quarterly and rolling forecasts across the company and functions.
• Drive a structured, assumption-led planning process linking financial targets to operational drivers.
• Build driver-based forecasting models and stress-test assumptions for realism and defensibility.
• Own monthly MIS, dashboards and leadership packs; deliver insights beyond numbers.
• Track performance vs. plan, run variance/root-cause analysis, flag risks and opportunities early.
• Lead monthly/quarterly business reviews with performance drivers and forward-looking recommendations.
• Build and own models for revenue, cost, headcount and profitability planning.
• Run scenario/sensitivity analysis and evaluate investments (NPV, payback, ROI).
• Provide ad-hoc analytical support for strategic, pricing and resource-allocation decisions.

Skills

Financial modelling

Forecasting

Management reporting

Analytics

Advanced Excel

PowerPoint

Education

CA / MBA from Tier 1 institute

Tools

Power BI

Job description

Company Links:- https://tallysolutions.com/

Working Days - 5 Days, 4 work from office, 1 WFH

Looking For

• CA / MBA from a Tier 1 institute (Finance specialisation preferred).
• 7-10 years in FP&A, with proven ownership of the planning and reporting cycle.
• Strong experience in financial modelling, forecasting, management reporting and analytics skills.
• Advanced Excel and strong PowerPoint / presentation skills. Also, comfortable to work with BI or planning too.
• Experience in software product companies or tech-enabled startups.
• Familiarity with SaaS metrics (ARR, churn, NRR, CAC, LTV) and planning/BI platforms.

The Scope of Your Influence

1. Planning, Budgeting & Forecasting

• Own the AOP, monthly/quarterly and rolling forecasts across the company / business functions.
• Drive a structured, assumption-led planning process linking financial targets to operational drivers.
• Build driver-based forecasting models and stress-test assumptions to keep plans realistic and defensible.

2. Management Reporting & Business Insights

• Own monthly MIS, dashboards and leadership reporting packs — delivering insights, not just numbers.
• Track performance vs. plan, run variance/root-cause analysis, and flag risks and opportunities early.
• Lead monthly/quarterly business reviews covering performance, key drivers and forward-looking recommendations.
• Build and own models for revenue, cost, headcount and profitability planning.
• Run scenario/sensitivity analysis and evaluate investments (NPV, payback, ROI, unit economics).
• Provide ad-hoc analytical support for strategic, pricing and resource-allocation decisions.

4. Cost & Margin Management

• Drive cost visibility and efficiency analytics across functions and spend categories.
• Partner with budget owners to track spend and leakage, and build the analytical backbone for margin improvement.

5. Process, Systems & Data Rigour

• Strengthen FP&A models, templates, dashboards and reporting cadence.
• Drive automation, standardisation and data integrity for a single source of truth.

6. Stakeholder Management & Communication

• Partner with business and finance leaders to align numbers with strategy.
• Convert complex analysis into clear, compelling narratives and presentations for leadership.
• Manage senior stakeholders with data-backed reasoning and presence.