Nuvama – Financial Planning & Analysis Role

Nuvama Wealth & Investments Limited (Formerly Edelweiss); Mumbai; On-site; INR 800,000 - 1,200,000; Full time

Job summary

A financial services company in Mumbai is looking for a Financial Planning & Analysis professional responsible for finalising annual budgets and performing variance analysis. The candidate will prepare presentations for board meetings and automate BAU activities. Proficiency in financial modeling and Power BI is preferred. This role requires collaboration with cross-functional teams to optimize financial performance.

Qualifications

• Experience in financial analysis and budget preparation.
• Knowledge of variance analysis and financial modeling.
• Ability to collaborate with cross-functional teams.

Responsibilities

• Finalise annual budgets by coordinating with stakeholders.
• Responsible for monthly closure of P&L and variance analysis.
• Prepare quarterly presentations for board meetings.

Skills

Financial analysis

Budget preparation

Variance analysis

Power BI

Cross-functional collaboration

Tools

Power BI

Job description

Financial Planning & Analysis

Job Description

• Finalisation of Annual budgets after coordinating with respective stakeholders along with Revenue and Cost drivers detailing change from previous year.
• Responsible for monthly closure of business P&L, variance Analysis with budget with detailed drill down of all drivers.
• Monthly Financial dashboard finalization for discussion with senior management.
• Preparing quarterly board meetings presentations and discussion with all stakeholders.
• Automating the BAU activities on regular basis.
• Designing with the help of tech team Financial dashboard for senior management in BI tool.
• Peer Analysis to track their quarterly performance.
• Providing insights and strategic recommendations to senior management based on financial trend and analysis.
• Working knowledge of Power BI tool will be preferred.
• Business Support: Collaborate with cross-functional teams.
• Provide recommendations to optimize financial performance and mitigate risks.
• Develop financial models and scenarios to assess the impact of various strategic initiative.