Financial Planning and Forecasting Analyst

Orix Corporation; Mumbai Suburban; On-site; INR 2,500,000 - 4,500,000; Full time

Job summary

Orix Corporation in Mumbai seeks a Chartered Accountant (CA) with FP&A/BP&A experience to lead budgeting, forecasting, and financial planning across multiple business lines. The role encompasses driving annual budgeting and building robust financial models to support strategic decisions.

You will collaborate with business heads to analyze performance, prepare monthly forecasts and variance analyses, and craft leadership presentations for reviews.

Qualifications

• Qualified CA is required.
• Experience: 3–7 years in FP&A/BP&A, Corporate Planning or Planning & Forecasting.

Responsibilities

• Drive annual budgeting process with business heads and stakeholders.
• Develop, consolidate and review budgets aligned with financial targets.
• Prepare budget analyses, financial models and leadership presentations.
• Prepare monthly forecasts and variance analysis.
• Monitor KPIs and support forecasting improvements.

Skills

FP&A

BP&A

Corporate Planning

Forecasting

Education

Chartered Accountant (CA)

Job description

Role & responsibilities

• Drive the annual budgeting process in coordination with business heads and functional stakeholders.
• Develop, consolidate, and review business-wise budgets aligned with organizational objectives and financial targets.
• Analyze historical performance, business assumptions, revenue projections, and cost structures to establish realistic financial plans.
• Prepare comprehensive budget analysis, financial models, and management presentations for leadership review and approval.

Monthly Forecasting & Variance Analysis

• Prepare monthly and rolling financial forecasts based on business performance, operating trends, and changing market conditions.
• Analyze actual performance against budgets and forecasts to identify key variances and underlying business drivers.
• Evaluate revenue, operating expenses, profitability, and other financial parameters to assess business performance.
• Develop scenario-based forecasts and sensitivity analyses to identify potential risks and opportunities.
• Provide recommendations to improve forecasting accuracy and support corrective business actions.

Business Performance Analysis

• Conduct detailed financial and operational performance analysis across multiple business lines.
• Monitor key business KPIs, financial trends, growth drivers, and profitability metrics.
• Partner with business teams to assess performance against financial targets and identify areas for improvement.
• Support business planning initiatives through financial modelling, trend analysis, and data-driven insights.
• Evaluate the financial impact of business initiatives, operational changes, and strategic decisions.

Management Reporting & Presentations

• Prepare monthly and quarterly business performance reports, analytical dashboards, and management review presentations.
• Develop executive-level decks highlighting budget performance, forecast movements, key variances, financial trends, and business outlook.
• Translate complex financial data into meaningful insights and recommendations for senior management.
• Ensure timely and accurate reporting of financial performance across business verticals.

Stakeholder Management & Process Improvement

• Collaborate with Finance, Business Heads, and cross-functional teams to obtain financial and operational inputs for planning and forecasting.
• Review and challenge business assumptions to strengthen forecast reliability and financial discipline.
• Identify opportunities to streamline budgeting, forecasting, and management reporting processes.
• Support automation and standardization of financial models, dashboards, and reporting frameworks.

Preferred candidate profile

Qualification: Qualified CA

Experience: 37 years of relevant experience in Financial Planning & Analysis (FP&A), Business Planning & Analysis (BP&A), Corporate Planning, or Planning & Forecasting.