FP&A Analyst 1

RSM US Integrated Services India Private Limited; Bengaluru; On-site; INR 900,000 - 1,400,000; Full time

Job summary

RSM US Integrated Services India Private Limited is seeking an FP&A Analyst to support budgeting, forecasting, and reporting across the firm. You will work with FP&A leaders and business partners to deliver accurate financial analysis and performance insights.

The role requires 2–3 years of FP&A or related experience, strong MS Office skills, and the ability to translate data into actionable recommendations.

Qualifications

• CA/CPA/MBA or equivalent degree required.
• Finance, Accounting, Economics or Business Analytics major preferred.
• Strong Microsoft Office skills required.
• Strong analytical and problem-solving capabilities.
• Understanding of financial statements and key metrics.
• Excellent attention to detail and organization.
• Effective written and verbal communication skills.
• Analytical mindset; able to work with large datasets.
• Ability to work autonomously and in a team.
• Strong time management and organization skills.
• Solid data requirements understanding.
• Experience supporting budgeting, forecasting or management reporting.
• Exposure to financial planning systems and reporting tools.
• Experience with large data sets and financial models.
• Knowledge of professional services or project-based businesses.

Responsibilities

• Plan and forecast budgets, quarterly outlooks, and long-range plans.
• Analyze revenue, headcount, utilization, pricing and expenses.
• Prepare monthly management reports and KPI dashboards.
• Support finance reviews with BI and analytics insights.
• Collaborate with FP&A managers and business finance partners.
• Assist in documenting financial processes and SOPs.

Skills

Microsoft Office

Analytical skills

Financial statements

Attention to detail

Communication skills

Data analysis

Teamwork

Time management

Data requirements

FP systems

Financial models

Industry knowledge

Education

CA/CPA/MBA or equivalent

Finance/Accounting/Economics major

Tools

Power BI

Workday Adaptive Planning

Job description

Job Summary

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

Essential Duties

The FP&A Analyst will support the Financial Planning & Analysis team in delivering high-quality planning, forecasting, reporting, and analytical support across the firm. This role will work closely with FP&A leaders, business finance partners, and functional stakeholders to support budgeting, forecasting, performance reporting, financial analysis, and continuous improvement initiatives. The ideal candidate needs to be highly analytical, detail-oriented, and eager to develop a broad understanding of financial planning, professional services economics, and business performance management.

Key Responsibilities

• Planning & Forecasting Support: Support annual budgeting, quarterly forecasting, and long-range planning processes. Assist in collecting, validating, and consolidating financial inputs from business and functional leaders. Maintain planning templates, schedules, and supporting documentation. Prepare forecast variance analyses and identify key drivers impacting performance. Support scenario modeling and sensitivity analysis. Collaborate with Global FP&A teams and support HQ reporting requirements
• Financial Analysis: Analyze revenue, headcount, utilization, pricing, and expense trends. Develop recurring and ad hoc analyses to support business decision-making. Identify risks and opportunities impacting revenue, margin, and profitability. Support investment business cases and ROI analyses. Assist in evaluating operational and financial performance against targets.
• Reporting & Insight: Prepare monthly management reporting packages and executive summaries. Support the development and maintenance of KPI dashboards and performance scorecards. Ensure accuracy and consistency of financial data used in reporting. Assist in translating financial results into actionable business insights.
• Business Partner Support: Collaborate with FP&A managers and business finance leaders to support Line of Business and functional reviews. Assist in preparing materials for monthly and quarterly business reviews. Respond to routine reporting and analysis requests from finance and business stakeholders. Support the communication of financial results and planning assumptions.
• Process Improvement and Finance Transformation: Support initiatives to improve planning, forecasting, reporting, and analytics processes. Assist with testing and validation of financial systems, reports, and enhancements. Help document financial processes and maintain standard operating procedures. Identify opportunities to improve efficiency, automation, and data quality.
• Data Management & Quality: Perform data validation and reconciliation activities across financial systems. Ensure consistency of financial and operational data used in planning and reporting. Assist in maintaining master data structures, planning assumptions, and supporting schedules. Support data integrity efforts during budgeting and forecasting cycles.

Minimum Qualifications

• CA, CPA, MBA or equivalent degree – Required
• Finance, Accounting, Economics, Business Analytics major - Preferred
• Required: Strong Microsoft Office skills
• Required: Strong analytical and problem-solving capabilities
• Understanding of financial statements and key financial metrics
• Excellent attention to detail and organizational skills
• Effective written and verbal communication skills
• Analytical mindset with the ability to interpret and work with large datasets
• Ability to work autonomously and part of a team
• Effective organization and time management skills
• Solid understanding of developing data requirements
• Preferred: Experience supporting budgeting, forecasting, or management reporting processes.
• Exposure to financial planning systems and reporting tools.
• Experience working with large data sets and financial models.
• Knowledge of professional services or project-based businesses.

Experience

• Required: 2 to 3 years of experience in FP&A, finance, accounting, consulting, or related analytical roles
• Advanced Microsoft Office skills
• Previous experience analyzing data and predicting future outcomes
• Preferred: Experience / knowledge of Business Intelligence (BI) tool
• Previous experience with Power BI, Workday Adaptive Planning, or similar reporting and planning tools.

Benefits

At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients.Learn more about our total rewards at https://rsmus.com/careers/india.html.

Equal Opportunity

RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the Indian Armed Forces; Indian Armed Forces Veterans, and Indian Armed Forces Personnel status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.

RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please send us an email at [e-mail].

Why work at RSM?

At RSM, we accomplish meaningful work and make an impact on the world around us. We work hard to fully understand our clients and work even harder to understand and identify your unique skills. We celebrate the differences among us and empower our talented professionals to grow forward, both personally and professionally. Our clients benefit from fresh insights and energy as we collaborate to support them, and our teams enjoy a work environment that inspires and empowers them to thrive.