Manager – Financial Planning & Analysis – CA

Epicenter Technology Pvt Ltd; Thane; On-site; INR 1,000,000 - 1,500,000; Full time

Job summary

A leading technology firm in Maharashtra is seeking a Manager for Financial Planning & Analysis (FP&A). The successful candidate will develop financial plans, lead budgeting processes, and ensure insightful reporting. A minimum of 4 years of relevant experience, ideally in the BPO sector, is required. Strong Excel and PowerPoint skills, as well as excellent communication abilities, are essential for this role. Competitive compensation is offered.

Qualifications

• Minimum of 4 years of relevant FP&A experience.
• Experience in the BPO industry is preferred.

Responsibilities

• Develop and implement the financial plan and annual budget.
• Conduct weekly profitability discussions and provide insights.
• Automate data capture and flow in FP&A processes.
• Mentor and develop finance team members.
• Communicate complex financial information to stakeholders.

Skills

Strong Excel modeling skills

Excellent PowerPoint presentation skills

Strong analytical and research skills

Exceptional communication skills

Education

MBA

Chartered Accountant (CA)

Job description

Role Overview

Role: Manager, Financial Planning & Analysis (FP&A)

Qualifications

MBA required, Chartered Accountant (CA) preferred

Experience

• Minimum of 4 years of relevant FP&A experience
• Experience in the BPO industry is preferred

Key Responsibilities

1. Financial Planning and Budgeting
   • Develop and implement the financial plan and annual budget
   • Monitor budget initiatives and ensure timely reporting of adverse variances
   • Prepare monthly project-wise Profit & Loss statements
2. Reporting and Analysis
   • Conduct weekly profitability discussions, providing insightful comments on developments and corrective actions
   • Create and maintain a weekly revenue dashboard
   • Perform quarterly evaluations of low-margin projects and recommend corrective actions
   • Ensure timely submission of Management Information Systems (MIS) reports to the Board, CEO, and executive management
3. Data Management and Automation
   • Automate data capture and flow within the FP&A processes
   • Develop Excel sheets that are visually appealing and contain meaningful content
   • Create PowerPoint presentations featuring accurate data, eye-catching visuals, and insightful commentary
4. Team Leadership and Improvement
   • Enhance the efficiency, effectiveness, and quality of the finance team’s output to ensure fast and factual reporting
   • Mentor and develop team members, fostering a culture of continuous improvement
5. Communication and Collaboration
   • Communicate complex financial information clearly and effectively to stakeholders
   • Provide insightful comments on financial developments and suggest actionable courses of action

Skills Required

• Strong Excel modeling skills, with the ability to present data in a clear and visually appealing manner
• Excellent PowerPoint presentation skills, showcasing data effectively with a cohesive theme
• Strong analytical and research skills, with a focus on identifying trends and opportunities for improvement
• Exceptional communication skills, ensuring clarity and ease of understanding in all financial reporting