Financial Planning and Analysis

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

Job summary

Incred in Mumbai seeks a Chartered Accountant with 2–3 years of FP&A and business finance experience. You will participate in planning, budgeting, forecasting, and variance analysis, delivering robust financial insights for decision-making.

Strong Excel skills and stakeholder engagement are essential. The role involves collaborating with finance and business teams to build financial models, present analyses, and support strategic initiatives including cost optimization and potential fundraising

Qualifications

• Proficiency in MS Excel and strong numerical ability.
• Strategic and analytical thinking with good problem-solving and stakeholder management.
• Excellent oral and written communication skills.

Responsibilities

• Core financial planning and profitability tracking for entity and business levels.
• Develop, consolidate, and present quantitative and qualitative financial analyses including budgets and forecasts.
• Assist ad-hoc projects such as cost optimization, business valuations, equity fund raise, investor relations.

Skills

MS Excel

Strategic thinking

Analytical thinking

Stakeholder management

Communication skills

Education

Chartered Accountant

Job description

Job Description:

• Core Business Finance including tracking monthly entity and business level profitability, building annual operating plan and scenario modelling, detailed data deep dive to bring out business insights
• Develop, consolidate, and present insightful and robust qualitative and quantitative financial analysis, including annual budgets and quarterly/monthly forecast variances
• Participate in and support ad-hoc special projects such as identifying Cost optimization opportunities, Business Valuations, Equity Fund Raise, Investor Relations etc
• Produce presentations, analysis, and supporting materials for key internal stakeholders, including senior management
• Build and maintain strong relationships with key business stakeholders, including the functional Finance department, and lines of business teams.
• Create, maintain, and review financial models and analyses, both recurring and ad-hoc

Candidate Profile:

Skills:

• Proficiency in MS Excel & excellent numerical ability
• Strategic & analytical thinking, problem solving ability, and stakeholder management
• Strong Oral and written communication skills

Qualification: Chartered Accountant

Experience Required:

• 2 to 3 years experience in Financial Planning & Analysis/ Business Finance
• Experience in Lending/NBFC space required