Financial Planning and Analysis Manager

InCred Financial Services; Maharashtra; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

InCred Financial Services in Maharashtra seeks a Financial Planning & Analysis professional to join the finance team. The role focuses on budgeting, scenario modelling, and delivering business insights to senior management.

You will collaborate with the finance and business units, maintain robust financial models, and support cost optimization, valuations, and investor relations initiatives. Strong Excel skills and clear communication are essential for strategic impact.

Qualifications

• Strong MS Excel and numerical analysis abilities.
• Strategic and analytical thinking with stakeholder management.
• Excellent verbal and written communication skills.

Responsibilities

• Track monthly entity and business profitability; build annual plan and scenario modelling.
• Develop, consolidate and present robust qualitative and quantitative financial analysis, including budgets and forecasts.
• Support ad-hoc projects such as cost optimization, business valuations, equity fund raise, investor relations.
• Prepare presentations and supporting materials for senior management.
• Build and maintain relationships with key business stakeholders, including finance and lines of business.
• Create, maintain and review financial models and analyses, recurring and ad-hoc.

Skills

MS Excel

Analytical thinking

Stakeholder management

Education

Chartered Accountant

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