Manager – Financial Planning & Analysis – Retail Business Bridging Talents

The Corporate Institute; Mumbai; On-site; INR 2,500,000 - 4,000,000; Full time

Job summary

The Corporate Institute in Mumbai seeks a seasoned Manager – Financial Planning & Analysis to lead budgeting, forecasting, and financial reporting for a retail-focused finance team.

You will oversee cross-functional collaboration, develop financial models, and present insights to CFO and executive leadership. CA-qualified professionals with strong analytics and stakeholder skills are preferred.

Qualifications

• CA qualification with strong financial planning & analysis experience.
• Proven ability to lead budgeting, forecasting and variance analysis.
• Excellent stakeholder management and communication skills.

Responsibilities

• Lead long-term strategic planning and annual budgeting processes.
• Oversee rolling monthly profitability and cash flow forecasting.
• Drive monthly performance reporting and KPI analyses for senior leadership.
• Develop and maintain financial models and executive-ready presentations.

Skills

Strategic & Financial Planning

Stakeholder Management

Analytical Skills

Presentation & Communication

MS Excel & PowerPoint

SAP

Education

CA

Tools

Excel

PowerPoint

SAP

Job description

Job Description

Role & Responsibilities

Financial Planning

• Long Term Strategic Planning in alignment with company’s vision.
• Lead the annual budgeting process, scenario planning along with discussion with all cross functional stakeholders.
• Rolling monthly forecasting of profitability and cash flows.

Financial Analysis and Reporting

• Lead the monthly business performance reporting of all KPIs.
• Deep dive on sales, margin and cost parameters and discuss with each functional departments to identify areas of opportunity.
• Periodic review presentations to stakeholders for various meetings.
• Refresh standard monthly management reports to ensure outputs are actionable insights for decision-making.
• Group company financial reporting in the required templates/tool.
• Support & provide insight to group finance reporting team on various analysis on P&L and B/s lines.
• Managing all Board meeting presentations with collaborating with business teams.
• Manage key internal customers – Finance leadership team, CFO, executive team, Functional heads from business.
• Developing and maintaining financial models.

Process Improvement & Automation

• Analyses and support on all New Capital Investment projects and various other commercial initiatives.

People Management

• Lead and coach the business finance team to ensure all deliverables are completed efficiently within stringent timelines.

Preferred Candidate Profile

• Strategic & Financial Planning.
• Excellent in MS Office, Excel, power point and SAP.
• Stakeholder & Team Management.
• Strong Analytics skills.
• Good presentation and communication skills.

Role Details

• Role: Manager – Financial Planning & Analysis
• Industry Type: Retail
• Department: Finance & Accounting
• Employment Type: Full Time, Permanent
• Role Category: Finance

Education

• PG: CA in Any Specialization

Key Skills

• Financial Planning and Analysis, Financial Analysis, Financial Reporting, FPA, Budgeting, Variance Analysis, Forecasting, Financial Management.