RSM – Financial Planning & Analysis Analyst RSM US in India

The Corporate Institute; Bengaluru; On-site; INR 900,000 - 1,300,000; Full time

Job summary

The Corporate Institute in Bengaluru is seeking an FP&A Analyst to support planning, forecasting, reporting, and analysis across the firm. You will work with FP&A leaders and business partners to drive budgeting, forecasting, performance reporting, and continuous improvement initiatives.

Key responsibilities include budgeting, forecasting, variance analyses, and delivering monthly management reports. Strong BI skills and experience with planning tools are preferred.

Qualifications

• CA, CPA, MBA or equivalent degree required.
• 2–3 years FP&A, finance, accounting, or related analytics experience.
• Advanced Microsoft Office skills.
• Experience analyzing data and predicting outcomes.

Responsibilities

• Support annual budgeting, quarterly forecasting, and long-range planning.
• Collect, validate, and consolidate financial inputs from leaders.
• Prepare forecast variance analyses and identify key drivers.
• Analyze revenue, headcount, utilization, pricing and expenses.
• Prepare monthly management reporting packages and executive summaries.
• Support initiatives to improve planning, forecasting, reporting and analytics processes.

Skills

Advanced Microsoft Office skills

Education

CA, CPA, MBA or equivalent degree

Tools

Power BI

Workday Adaptive Planning

Job description

Job Summary

The FP&A Analyst will support the Financial Planning & Analysis team in delivering high-quality planning, forecasting, reporting, and analytical support across the firm. This role will work closely with FP&A leaders, business finance partners, and functional stakeholders to support budgeting, forecasting, performance reporting, financial analysis, and continuous improvement initiatives.

Key Responsibilities

• Support annual budgeting, quarterly forecasting, and long-range planning processes.
• Assist in collecting, validating, and consolidating financial inputs from business and functional leaders.
• Prepare forecast variance analyses and identify key drivers impacting performance.
• Analyze revenue, headcount, utilization, pricing, and expense trends.
• Prepare monthly management reporting packages and executive summaries.
• Support initiatives to improve planning, forecasting, reporting, and analytics processes.

Minimum Qualifications

• CA, CPA, MBA or equivalent degree – Required.
• 2 to 3 years of experience in FP&A, finance, accounting, consulting, or related analytical roles.
• Advanced Microsoft Office skills.
• Previous experience analyzing data and predicting future outcomes.

Preferred Skills

• Experience/knowledge of Business Intelligence (BI) tools.
• Previous experience with Power BI, Workday Adaptive Planning, or similar reporting and planning tools.