Opening For Financial Planning-CA-Leading NBFC

Edelweiss Financial Services; Mumbai; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Edelweiss Financial Services in Mumbai seeks a Financial Planning professional to drive budgeting, forecasting, financial analysis, and strategic decision support. The role partners with Sales, Operations, HR, and Procurement to optimize profitability and efficiency.

Candidates should have strong Excel/Power BI skills and experience with ERP systems (SAP, Oracle), plus relevant FP&A background. This is a full-time role based in Mumbai.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• MBA Finance, CA, CMA, CFA, or equivalent qualification preferred.
• Relevant experience in FP&A, Corporate Finance, or related areas.
• Strong knowledge of budgeting, forecasting, and financial modeling.
• Proficiency in Microsoft Excel, Power BI, and ERP systems (SAP, Oracle, etc.).
• Role & responsibilities

Responsibilities

• Develop annual budgets and periodic forecasts.
• Monitor budget performance and analyze variances.
• Partner with business leaders to create financial plans aligned with organizational goals.
• Support long-term financial planning and strategic initiatives.
• Conduct detailed financial analysis of revenue, expenses, margins, and profitability.
• Prepare monthly, quarterly, and annual financial reports.
• Analyze financial trends and business performance indicators.
• Identify risks and opportunities impacting financial results.
• Prepare rolling forecasts and financial projections.
• Develop and maintain financial models.
• Provide timely management reports and dashboards.
• Present financial insights and recommendations to senior leadership.
• Collaborate with cross-functional teams including Sales, Operations, HR, and Procurement.
• Support decision-making through financial insights and scenario analysis.
• Assist business units in evaluating investment opportunities and cost optimization initiatives.
• Ensure financial planning activities comply with company policies and accounting standards.
• Improve financial reporting processes and automation.
• Support internal and external audit requirements.
• Maintain accuracy and integrity of financial data.

Skills

Budgeting

Forecasting

Financial modeling

Financial analysis

Cross-functional partnering

Education

Bachelor's degree in Finance/Accounting/Economics

MBA Finance / CA / CMA / CFA or equivalent

Experience in FP&A or Corporate Finance

Tools

Excel

Power BI

ERP systems (SAP, Oracle)

Job description

Job Summary

The Financial Planning professional is responsible for budgeting, forecasting, financial analysis, and supporting strategic business decisions. The role involves analyzing financial performance, preparing management reports, identifying trends, and providing recommendations to improve profitability and operational efficiency.

Key Responsibilities

Financial Planning & Budgeting

• Develop annual budgets and periodic forecasts.
• Monitor budget performance and analyze variances.
• Partner with business leaders to create financial plans aligned with organizational goals.
• Support long-term financial planning and strategic initiatives.

Financial Analysis

• Conduct detailed financial analysis of revenue, expenses, margins, and profitability.
• Prepare monthly, quarterly, and annual financial reports.
• Analyze financial trends and business performance indicators.
• Identify risks and opportunities impacting financial results.

Forecasting & Reporting

• Prepare rolling forecasts and financial projections.
• Develop and maintain financial models.
• Provide timely management reports and dashboards.
• Present financial insights and recommendations to senior leadership.

Business Partnering

• Collaborate with cross-functional teams including Sales, Operations, HR, and Procurement.
• Support decision-making through financial insights and scenario analysis.
• Assist business units in evaluating investment opportunities and cost optimization initiatives.

Compliance & Process Improvement

• Ensure financial planning activities comply with company policies and accounting standards.
• Improve financial reporting processes and automation.
• Support internal and external audit requirements.
• Maintain accuracy and integrity of financial data.

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• MBA Finance, CA, CMA, CFA, or equivalent qualification preferred.
• Relevant experience in Financial Planning & Analysis, Corporate Finance, or related areas.
• Strong knowledge of budgeting, forecasting, and financial modeling.
• Proficiency in Microsoft Excel, Power BI, and ERP systems (SAP, Oracle, etc.).
• Role & responsibilities

Preferred candidate profile