Financial Planning and Analysis - Analyst

NSDL Payments Bank Limited; Mumbai; On-site; INR 1,100,000 - 1,700,000; Full time

Job summary

NSDLPayments Bank in Mumbai is seeking an FP&A Analyst with 3–4 years of experience to lead budgeting, forecasting, and financial reporting. You will develop dashboards in BI tools, provide strategic insights, and partner with stakeholders across functions.

The ideal candidate holds a Chartered Accountant qualification, strong Excel and SQL skills, and a business sense to drive long-term planning and performance analysis.

Qualifications

• 3–4 years of experience in FP&A, MIS reporting, budgeting, forecasting or business finance.
• CA qualification is required (Chartered Accountant).
• BFSI exposure preferred; experience with financial modelling and BI tools is a plus.

Responsibilities

• Budgeting and coordinating with stakeholders; detailing revenue and cost drivers.
• Monthly closure and reporting of P&L with variance analysis and dashboards.
• Develop financial models and scenarios; provide strategic insights.
• Prepare quarterly board meeting presentations with stakeholders.
• Perform peer performance analysis and track quarterly results.

Skills

Power BI

Financial modelling

Data analytics

Cross-functional collaboration

Communication skills

Excel

SQL

Education

CA (Chartered Accountant)

Tools

Power BI

SQL

Job description

Financial Planning and Analysis - Analyst Mumbai, Maharashtra, India 3 - 4 Years Permanent

Job Description

Position Vacant

Financial Planning and Analysis - Analyst

Organization Name

NSDLPayments Bank

Qualification

• Chartered Accountant (CA)

Relevant IndustryExperience

• 3–4 years of experiencein Financial Planning & Analysis, MIS reporting, budgeting,forecasting, or business finance roles
• Experience in BFSIpreferred; exposure to financial modelling & BI tools is an addedadvantage

Objective of the Role

The FP&A Analyst is responsiblefor driving budgeting, forecasting, strategic financial insights, andbusiness performance reporting. The role enables senior management withaccurate financial dashboards, analytics, and recommendations to support informeddecision‑making and long‑term planning.

Job Description / Responsibilities

1. Budgeting & StakeholderCoordination

• Finalizationof Annual Budgets after coordinating with respective stakeholders along withrevenue and cost drivers detailing change from previous period.

2. Monthly Closure & FinancialReporting

• Responsiblefor monthly closure and reporting of business P&L, variance analysis withbudgets with detailed drill down of all drivers.
• Designingwith the help of tech team Financial Dashboards for senior management in BItool.
• Automatingthe BAU activities on regular basis.

4. Peer Performance Analysis

• Peeranalysis to track their quarterly performance.

5. Board Meeting Preparation

• Preparingquarterly board meetings presentation and discussion with all stakeholders.

6. Strategic Insights &Recommendations

• Providinginsights and strategic recommendations based on financial trend and analysis.
• Developfinancial models and scenarios to assess the impact of various strategicinitiatives on the financial position and long-term growth.

Required skills

• Strong knowledge of Power BI,financial modelling, and data analytics.
• Strong business acumen, analytical mindset,and storytelling ability.
• Cross-functional collaboration and effectivecommunication skills.
• Advanced Excel skills; knowledge of SQLpreferred.

• Accuracy, attention todetail, and ability to work under tight timelines.
• Problem‑solvingorientation and strategic thinking.
• Proactiveapproach to improving processes and reporting quality.