Financial Planning Manager

Kolte Patil; Pune District; On-site; INR 700,000 - 1,100,000; Full time

Job summary

Kolte Patil is seeking an FP&A Analyst to support management reporting, MIS preparation, budgeting activities, data consolidation, and business review presentations. The role involves coordinating with departments for data collection, preparing weekly updates and monthly MIS reports, and generating dashboards for insight-driven decisions.

The ideal candidate has 2–5 years in MIS/FP&A, with MBA Finance/CA/CMA or B.Com qualifications, and strong Excel and PowerPoint skills to drive financial

Qualifications

• MBA (Finance) / CA / CMA / B.Com with relevant experience
• 2 to 5 years of experience in MIS, FP&A, budgeting or business planning

Responsibilities

• Coordinate with functional departments and project teams for collection of business data
• Prepare weekly business update reports and monthly MIS presentations
• Generate periodic management reports and dashboards
• Coordinate with departments for collection of budget inputs and assumptions
• Assist in preparation of AOP presentations and working files
• Coordinate and track budget transfers, additional budget requests and WBS creation requests with users and SAP team
• Support ad-hoc business analyses, data requests and prepare presentations for Internal business meetings

Skills

Advanced Excel

PowerPoint

Data consolidation

Analytical thinking

Stakeholder management

Education

MBA (Finance)

CA

CMA

B.Com

Tools

SAP Budgeting

Job description

Role Purpose

To support Financial Planning & Analyses function in management reporting, MIS preparation, budgeting activities, data consolidation and business review presentations

Key Responsibilities

1. Management Reporting & MIS

• Coordinate with functional departments and project teams for collection of business data
• Prepare weekly business update reports and monthly MIS presentations
• Generate periodic management reports and dashboards

1. AOP / Budgeting Support

• Coordinate with departments for collection of budget inputs and assumptions
• Assist in preparation of AOP presentations and working files

1. SAP Budget Administration

• Coordinate and track budget transfers, additional budget requests and WBS creation requests with users and SAP team

1. Presentation & Business Review Support

• Support ad-hoc business analyses, data requests and prepare presentations for Internal business meetings

Desired Qualifications

• MBA (Finance) / CA / CMA / B.Com with relevant experience
• 2 to 5 years of experience in MIS, FP&A, budgeting or business planning

Key Skills

• Advanced Excel (Pivot Tables, Power Query, dashboards)
• PowerPoint presentation skills
• Strong analytical and data consolidation capabilities
• Financial planning and budgeting knowledge
• SAP (Budgeting / WBS familiarity preferred)
• Strong stakeholder management and follow-up skills