Financial Planning Functional Consultant

Neoveda Technologies; India; Remote; INR 1,200,000 - 1,800,000; Full time

Job summary

Neoveda Technologies is seeking an experienced FP&A / Financial Planning Functional Consultant to design and implement an integrated FP&A solution. The role requires translating Excel-based models into system-driven planning and working with SAP Finance and other data sources.

The consultant will partner with Finance and business stakeholders to define functional requirements, planning workflows, and automation opportunities across Revenue, COGS, Payroll, CapEx and reporting.

Qualifications

• 5+ years of FP&A, financial planning, budgeting or finance transformation experience.
• Strong ability to translate Excel-based models into automated planning solutions.
• Experience with P&L planning, budgeting, forecasting and capex planning.

Responsibilities

• Analyze budgeting, forecasting and planning processes and document business rules.
• Design and support planning models across key financial areas including Revenue, COGS, Opex and CapEx.
• Define functional requirements and planning workflows for a modern FP&A solution.
• Collaborate with SAP and data teams to align planning models with source data.
• Support workshops, UAT, and sign-off with Finance and business stakeholders.

Skills

FP&A experience

Financial Modelling

Budgeting & Forecasting

P&L Planning

Stakeholder Management

Tools

SAP Finance

Job description

FP&A / Financial Planning Functional Consultant - Remote

Experience: 5+ years

Focus: FP&A | Budgeting | Forecasting | Financial Modelling | Planning Transformation |

SAP Finance

About the Role

We are looking for an experienced FP&A / Financial Planning Functional Consultant to

support the design and implementation of a modern, integrated Financial Planning & Analysis (FP&A) solution.

The consultant will work closely with Finance and business stakeholders to understand

existing planning and forecasting processes, translate Excel-based financial models into

system-driven planning logic, and define functional requirements for an automated and

flexible planning solution.

The role requires a strong understanding of FP&A processes, financial modelling,

budgeting, forecasting, P&L planning, CapEx, workforce costs, COGS and

management reporting, along with the ability to work with SAP and other enterprise data

sources.

Key Responsibilities

1. FP&A Process & Functional Analysis

• Analyse existing budgeting, forecasting and financial planning processes.
• Understand and document current Excel-based planning models, calculations, assumptions and business rules.
• Translate offline Excel models into structured, system-based planning requirements.
• Define functional requirements, planning workflows, business rules and calculation logic.
• Work with Finance stakeholders to identify opportunities for process standardisation and automation.
• Support both top-down and bottom-up planning approaches.

2. Financial Planning & Modelling

Design and support planning models across key financial areas, including:

• Revenue Planning
• Volume and sales-driven forecasting.
• Inflation and exchange-rate assumptions.
• Top-down targets and bottom-up forecasts.
• Initiative/strategy overlays such as new markets and campaigns.
• COGS Planning
• Historical run-rate based forecasting.
• Inflationary uplifts.
• Manual adjustments for new products and launches.
• Understanding of seasonality and appropriate planning assumptions.
• Employment / Workforce Cost Planning
• Workforce planning using headcount, working hours and salary/rate assumptions.
• Payroll-related calculations including NI and pension.
• Understanding of employee data and payroll sensitivities.
• Property Cost Planning
• Store/property-level planning.
• Rent, rates, utilities and other property-related costs.
• Maintenance and cleaning cost overlays.
• Understanding of lease/property-related planning requirements.
• CapEx & Depreciation
• CapEx planning by asset/project.
• Asset cost, start date and useful-life assumptions.
• Depreciation calculation logic.
• Integration/alignment with Fixed Asset Register data.
• Marketing, IT & Overhead Planning
• Percentage-of-sales based planning.
• Run-rate + manual overlay approaches.
• Campaign/initiative-based planning.
• IT project, contract and licensing cost planning.
• Insurance and tax planning.

The required functional areas include Revenue, COGS, Employment Costs, Property,

CapEx & Depreciation, Marketing, IT & Overheads.

3. Data & Integration Understanding

• Work with SAP financial data including:
• General Ledger (GL)
• Cost Centers
• Profit Centers
• Entities
• Fixed Asset data
• Understand integration requirements with external systems such as HR, sales forecasting and property systems.
• Work with data teams to ensure financial planning models are aligned with the underlying data dimensions and hierarchies.
• Support requirements for reporting and analysis across Profit Center, Cost Center, GL, Entity and Channel.

4. Functional Design & POC Support

• Define functional design for planning use cases.
• Develop/validate planning scenarios and business rules.
• Support Proof of Concept activities covering:
• Driver-based revenue planning.
• Run-rate + inflation-based COGS planning.
• Manual input/table-based planning.
• CapEx and depreciation calculations.
• Percentage-based planning, such as credit-card charges as a percentage of turnover.
• Validate outputs with Finance stakeholders and refine the model based on business feedback.

5. Stakeholder Management

• Act as the functional bridge between Finance/business users and technical/data teams.
• Conduct workshops with FP&A, Finance, Accounting and business stakeholders.
• Clearly communicate financial concepts and system requirements to technical teams.
• Challenge existing processes and recommend practical improvements.
• Support UAT, test case definition, validation and business sign-off.

Required Skills & Experience

• 5+ years of experience in FP&A, Financial Planning, Budgeting, Forecasting or Finance Transformation.
• Strong understanding of:
• P&L planning
• Budgeting & forecasting
• Revenue planning
• COGS
• Opex
• Workforce/payroll planning
• CapEx and depreciation
• Cash Flow and Balance Sheet planning
• Strong financial modelling and analytical skills.
• Hands-on experience working with complex Excel-based financial models and converting them into structured planning models.
• Experience with driver-based and rule-based planning.
• Experience working with SAP Finance / SAP data, particularly GL, Cost Center, Profit Center and Fixed Asset data.
• Experience gathering requirements and creating functional specifications.
• Strong stakeholder management and workshop facilitation skills.
• Ability to translate business/finance requirements into functional and system requirements.
• Strong understanding of financial hierarchies, dimensions and planning assumptions.

Good to Have

• Experience with SAP Integrated Planning / SAP IP, SAP BPC, SAP Analytics Cloud Planning, Anaplan, OneStream, Oracle EPM, IBM Planning Analytics or similar FP&A/planning platforms.
• Experience in Finance transformation or planning-system implementation projects.
• Experience with retail/store-based financial planning.
• Knowledge of workforce planning and payroll modelling.
• Experience with CapEx, Fixed Assets and depreciation planning.
• Experience integrating planning solutions with SAP and other enterprise systems.
• Experience working in Agile delivery environments.
• Experience supporting POCs and solution evaluations.

Key Attributes

• Strong Finance/FP&A domain expertise with a technology mindset.
• Able to understand complex financial models and simplify them into scalable planning logic.
• Comfortable working with both Finance stakeholders and technical teams.
• Strong analytical and problem-solving skills.
• Excellent communication and documentation skills.
• Pragmatic approach to balancing automation with necessary manual overrides.
• Comfortable working in a fast-paced transformation/POC environment.

Expected Deliverables

The consultant will contribute to:

• Current-state assessment of FP&A processes.
• Functional requirements and business rules.
• Planning model and driver definitions.
• Functional specifications.
• POC scenarios and validation.
• Financial calculation logic.
• Data/dimensionality requirements.
• UAT scenarios and business validation.
• Recommendations for future-state FP&A planning