Financial Planning Lead Analyst

Eaton Corporation; Pune District; On-site; INR 2,500,000 - 4,000,000; Full time

Job summary

Eaton Corporation in Pune, India, seeks a Financial Planning Lead Analyst to join the Finance team and drive high‑quality reporting for sector leadership. You will manage timely data delivery, prepare ad hoc analyses, and support quarterly and annual planning activities to enable informed decision making at CEO/CFO level.

The role requires strong analytical ability, excellent communication, and collaboration with cross‑functional teams in a fast-paced environment.

Qualifications

• Bachelor's degree from an accredited institution.
• 9–12 years of experience in financial planning/analysis.
• Finance/accounting background with broader business exposure.

Responsibilities

• Prepare standard and ad hoc reports for Sector Leadership with insights on results vs plan.
• Support monthly financial reporting with timely, accurate data for sector management.
• Collaborate with Electrical Sector teams to communicate performance analysis clearly.
• Assist ad hoc presentations for Sector Management and leadership councils.
• Support quarter-end analyses for orders, backlog, and market data.
• Contribute to annual profit planning with consolidated reporting for CEO/CFO review.

Skills

Analytical mindset

Strong communication

Presentation skills

Ability to prioritise

Education

Bachelor's degree

Tools

Oracle

Power BI

Microsoft Office

Job description

What you’ll do:

If you desire to be part of something special, to be part of a winning team, to be part of a fun team - winning is fun. We are looking forward to Financial Planning Lead Analyst based in Pune, India. In Eaton, making our work exciting, engaging, meaningful; ensuring safety, health, wellness; and being a model of inclusion & diversity are already embedded in who we are - it's in our values, part of our vision, and our clearly defined aspirational goals. This exciting role offers opportunity to:

• This position supports and has responsibilty for the management, dissemination, and data integrity of specific aspects of key financial information. Key responsibilities are preparing standard and ad hoc reports for Sector Leadership that provide an analysis and understanding of various aspects of business results measured against Plan, previous forecast, and prior year. This position works with the Electrical groups/divisions to gather insights on results and summarizes for Sector leadership.
• Support the monthly financial reporting process in order to provide high quality, timely, and accurate information to Sector Leadership. Produce accurate and sensitive financial data in a very short turnaround time to achieve reporting requirements of Sector Management and deliver on or before stated deadlines.
• Establish and maintain working partnerships with peers in the Electrical Sector Business Finance teams in order to ensure that business results and associated issues are understood and can be timely and accurately communicated to Sector Management. This communication ensures that Sector Management has a detailed analysis and understanding of financial state of the segments and divisions
• Support the reporting and analysis needed for of ad hoc presentations at the request of Sector Management to be used in meetings with the business presidents and the Senior Leadership Council.
• Support the preparation of high quality, timely and accurate quarter-end analyses that provide orders, backlog, and end market information used by the CEO/CFO during the external earnings release
• Support the annual prepartion of the Electrical Sector profit plan including: consolidating reports and helping to prepare the presentation for the CEO/CFO review
• Produce accurate ad-hoc data and / or analysis in a very short turnaround time to immediate Manager and Sector Management.

Qualifications:

Requirement:

• Bachelors degree from an accredited institution
• Minimum 9-12 years experience

Skills:

• Finance / accounting background, and varied business experience
• Technically proficient in Oracle (preferred) and Microsoft Office applications.
• Technically proficient using visual reporting tools (e.g. AI, Powe BI) and other applications needed for preparing reporting to executive levels
• Knowledge of Eaton's corporate and business structures and financial performance metrics used to measure businesses
• Solid communication and presentation skills and the ability to work with all levels, functions, and personalities within the organization, including Executive Management and Sector Finance.
• Strong analytical skills to determine "root-cause" issues and to develop and recommend best possible resolution.
• Able to prioritize multiple requests and / or issues and multi-task to resolve the issues while meeting all stated deadlines within very short turnaround time conditions.
• Manage workload with a sense of urgency, personal ownership, very high standards of customer support, and a constant focus on system data integrity, and flawless product quality