Manager – Financial Planning & Analysis

ALLEN; Gurugram District; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

ALLEN is seeking a Chartered Accountant with strong FP&A and hands‑on financial reporting experience for a pivotal role in Kota/Gurugram. You will drive budgeting, forecasting, and performance analysis, partnering with business teams to improve profitability and cost discipline.

The role demands practical experience in financial reporting, book closure, and coordination with auditors, with exposure to ERP systems and Power BI.

Qualifications

• Chartered Accountant with 5–7 years post‑qualification experience.
• Hands-on FP&A capabilities and financial reporting experience.
• In‑house industry finance experience preferred; consulting/advisory background only not sufficient.
• Experience with ERP and BI tools; advanced Excel skills.
• Exposure to GST/indirect tax matters would be a bonus.

Responsibilities

• Lead annual budgeting, periodic forecasting and long‑term financial planning with business teams.
• Monitor revenue, costs, manpower and profitability against plans and forecasts.
• Analyze performance across zones, centers and segments to identify drivers and opportunities.
• Prepare MIS, dashboards and review packs with insights and recommendations.
• Model scenarios to evaluate proposals, expansion and cost‑optimisation initiatives.
• Track actions and savings, highlight deviations and drive corrective actions.
• Support monthly, quarterly and annual closing with accurate accounting and reconciliations.
• Review financial statements for accuracy and compliance with Ind AS; ensure consistency with management reporting.
• Coordinate with accounting and auditors for reporting and audit schedules.

Skills

FP&A

Budgeting

Forecasting

Variance analysis

Management reporting

Education

CA

Tools

ERP systems

Oracle

Power BI

Excel

Job description

Manager – Financial Planning & Analysis (FP&A)

Location: Kota / Gurugram

Qualification: Chartered Accountant (mandatory)

Experience: 5–7 years of post-qualification experience

Function: Finance

Role Overview

We are looking for a Chartered Accountant with strong FP&A capabilities and hands‑on financial reporting experience. The role involves budgeting, forecasting, business performance analysis and financial controllership, working closely with business teams to improve profitability, cost discipline, and decision‑making.

Candidates with relevant experience in an in‑house industry finance role will be preferred over those with primarily consulting or advisory experience. Exposure to indirect taxation will be an added advantage.

Key Responsibilities

Financial Planning & Business Performance

• Drive annual budgeting, periodic forecasting and long‑range financial planning in partnership with business and functional teams.
• Monitor revenue, operating costs, manpower costs and profitability against budgets, forecasts and prior periods.
• Analyse business performance across zones, cities, centers and business segments, identifying key drivers, risks and improvement opportunities.
• Prepare management MIS, dashboards and review presentations with clear insights and actionable recommendations.
• Evaluate business proposals, expansion plans and cost optimisation initiatives through financial modelling and scenario analysis.
• Track agreed business actions and savings initiatives, highlighting deviations and supporting timely corrective measures.
• Support timely monthly, quarterly and annual book closure, ensuring accurate accounting, accruals, provisions and reconciliations.
• Review financial statements and schedules for accuracy and compliance with applicable accounting standards, including Ind AS.
• Ensure consistency between management reporting and financial accounts, with appropriate reconciliations and explanations.
• Coordinate with accounting teams and auditors for financial reporting, audit schedules and closure of observations.
• Strengthen financial controls, cost centre mapping and expense allocation to improve the reliability of business‑level P&Ls.

Process Improvement & Business Partnership

• Work closely with business, HR, Commercial and other functions to support budget adherence and informed financial decisions.
• Improve reporting processes through automation, standardisation and effective use of ERP and business intelligence tools.
• Support finance transformation projects, including ERP implementation and reporting enhancements.
• Where relevant, support GST reconciliations and assessment of indirect tax implications in coordination with the tax team.

Candidate Profile

• Qualified Chartered Accountant with 5–7 years of post‑qualification experience.
• Strong hands‑on experience in FP&A, including budgeting, forecasting, variance analysis, management reporting and financial modelling.
• Practical experience in financial reporting, book closure, accounting standards and audit coordination is essential.
• Relevant in‑house industry experience is preferred; consulting or advisory experience alone would not meet the role’s hands‑on requirements.
• Advanced Excel skills and experience working with ERP systems; familiarity with Oracle and Power BI or similar tools would be an advantage.
• Exposure to GST and other indirect tax matters would be a bonus.
• Strong analytical ability, attention to detail and the ability to translate financial data into clear business insights.
• Effective communication and stakeholder management skills, with ownership of deliverables and the ability to manage competing deadlines.