Financial Planning and Analysis (FP&A) Team Member

adani capital pvt ltd; Ahmedabad District; On-site; INR 600,000 - 1,200,000; Full time

Job summary

FP&A - Team Member will support monthly MIS, management reporting, budgeting, forecasting, and performance analysis by consolidating data from multiple sources. The role involves variance analysis, KPI monitoring, and preparing leadership-ready decks for business reviews and strategic decisions.

The candidate will work with finance and cross-functional teams, ensuring data integrity, governance, and timely reporting.

Qualifications

• 1-3 years of experience in FP&A, MIS Reporting, Budgeting, Financial Analysis, Audit, or related finance functions.
• Strong understanding of financial statements, budgeting, forecasting, variance analysis, and management reporting concepts.
• Proficiency in MS Excel and PowerPoint; exposure to ERP systems (SAP, Oracle, etc.) and data visualization tools such as Power BI, SAC, or Tableau will be an added advantage.
• Excellent analytical, communication, and stakeholder management skills; ability to work in a dynamic environment and meet tight reporting deadlines.

Responsibilities

• Prepare monthly MIS, management reports, and performance dashboards by consolidating financial and operational data from various sources.
• Assist in annual budgeting, rolling forecasts, and long-range planning by collecting inputs and maintaining planning templates.
• Perform variance analysis of actual performance against budget and forecast, highlighting key drivers and trends.
• Support preparation of financial presentations, business reviews, and management reports for leadership discussions.
• Coordinate with business, finance, and cross-functional stakeholders to ensure accuracy and timeliness of reporting deliverables.

Skills

Analytical thinking

Communication skills

Stakeholder management

Education

Degree in Finance/Commerce/Accounting

CA/CMA/MBA (Finance) preferred

Tools

MS Excel

PowerPoint

Power BI

Tableau

SAC

SAP

Oracle

Job description

Team Member - FP&A - Planning, Budgeting and Business Performance Reporting Responsibilities Support the preparation of monthly MIS, management reports, and performance dashboards by consolidating financial and operational data from various sources. Assist in annual budgeting, rolling forecasts, and long-range planning exercises by collecting inputs, validating data, and maintaining planning templates. Perform variance analysis of actual performance against budget, forecast, and prior periods, highlighting key business drivers and trends. Support the preparation of financial presentations, business review decks, and management reports for leadership discussions and decision-making. Coordinate with business, finance, and cross-functional stakeholders to obtain timely information and ensure accuracy of reporting deliverables. Maintain financial databases, reporting models, and planning templates while ensuring data integrity and compliance with established processes. Analyze operational and financial KPIs to identify trends, risks, and opportunities for improving business performance. Support process improvement and automation initiatives by identifying manual activities, enhancing reporting efficiency, and adopting digital tools. Ensure timely completion of reporting calendars, adherence to governance requirements, and compliance with internal financial controls. Continuously build functional knowledge in FP&A, financial modelling, business analytics, and stakeholder management to support future growth within the organization.

Qualifications Degree in Finance, Commerce, Accounting, Economics, or Business Administration; CA/CMA/MBA (Finance) qualified or pursuing candidates preferred. 1 - 3 years of experience in FP&A, MIS Reporting, Budgeting, Financial Analysis, Audit, or related finance functions. Strong understanding of financial statements, budgeting, forecasting, variance analysis, and management reporting concepts, with proficiency in MS Excel and PowerPoint. Exposure to ERP systems (SAP, Oracle, etc.) and data visualization tools such as Power BI, SAC, or Tableau will be an added advantage. Strong analytical, communication, and stakeholder management skills with the ability to work in a dynamic environment and meet tight reporting deadlines