Financial Planning and Analysis Lead

Executive Search; Gurugram District; On-site; INR 1,000,000 - 1,400,000; Full time

Job summary

Executive Search is seeking a detail-oriented FP&A professional to support budgeting, forecasting, and financial reporting. You will partner with business stakeholders to provide insights and drive data-driven decision making.

Responsibilities include developing financial models for revenue, costs and profitability, performing variance analysis, and delivering MIS reports and dashboards using Excel, Power BI and ERP data. You will contribute to strategic planning and cost optimization.

Qualifications

• Detail-oriented FP&A professional with budgeting, forecasting and variance analysis experience.
• Partner with stakeholders to drive decision-making and improve financial outcomes.
• Strong data visualization and reporting using Excel, Power BI and ERP data.

Responsibilities

• Assist in annual budgeting, quarterly forecasting, and long-range planning.
• Create and maintain financial models for revenue, costs and profitability.
• Prepare monthly management reports and executive dashboards.
• Collaborate with Sales, Operations, SCM, and HR for business insights.
• Develop scenario analysis and support strategic investments.
• Drive reporting automation using Excel and ERP systems.

Skills

Analytical thinking

Stakeholder management

Presentation skills

Data storytelling

Attention to detail

Time management

Tools

Excel

Power BI

Tableau

ERP Systems

MIS Reporting

Job description

Job Summary:

We are seeking a detail-oriented and analytical FP&A professional to support budgeting, forecasting, financial reporting, variance analysis, and business performance management. The role will partner with business stakeholders to provide insights, drive decision-making, and improve financial outcomes through data-driven analysis.

Key Responsibilities

Financial Planning & Budgeting

• Support annual budgeting, quarterly forecasting, and long-range financial planning processes.
• Coordinate budget submissions from different business units.
• Develop and maintain financial models for revenue, costs, and profitability.
• Monitor budget adherence and identify cost optimization opportunities.

Financial Analysis

• Conduct monthly, quarterly, and annual variance analysis against budget, forecast, and prior periods.
• Analyze revenue trends, operating expenses, margins, and key business drivers.
• Prepare management reports and dashboards highlighting key financial metrics.
• Provide actionable recommendations to improve business performance.

Management Reporting

• Prepare monthly business review packs and executive presentations.
• Generate MIS reports and performance analytics for leadership teams.
• Track KPIs and provide insights on business performance.

Business Partnering

• Collaborate with Sales, Operations, Supply Chain, HR, and other departments.
• Support strategic decision-making through financial analysis and scenario modeling.
• Evaluate investment proposals, new initiatives, and business cases.

Forecasting & Modeling

• Develop financial models including:
• Revenue Forecasting
• Cost Analysis
• Profitability Analysis
• Cash Flow Forecasting
• Scenario and Sensitivity Analysis
• Support strategic planning and growth initiatives.

Process Improvement & Automation

• Drive automation initiatives using Excel, Power BI, ERP systems, and reporting tools.
• Improve reporting accuracy, efficiency, and standardization.
• Identify process improvement opportunities within finance operations.

Key Competencies

• Strong analytical and problem-solving skills
• Business acumen and commercial understanding
• Stakeholder management
• Presentation and communication skills
• Data visualization and storytelling
• Attention to detail
• Time management and ability to work under tight deadlines

Technical Skills

• Advanced Excel (Pivot Tables, Power Query, Index-Match, XLOOKUP)
• Financial Modelling
• Budgeting & Forecasting
• Variance Analysis
• Power BI / Tableau
• ERP Systems (SAP, Oracle, NetSuite, Hyperion, Anaplan)
• MIS Reporting