Senior Analyst Finance

Institute of Management Accountants, Inc.; Mumbai; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Institute of Management Accountants, Inc. in Mumbai is seeking a seasoned finance professional to lead FP&A, budgeting, and reporting. You will build financial models, deliver dashboards, and partner with operations to drive strategic decisions.

The ideal candidate brings 4–9 years of FP&A experience, strong Excel, Power BI, and ERP know-how, and a detail-oriented, collaborative mindset for cross-functional work.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field is mandatory.
• CA, CPA, CFA, or MBA (Finance) preferred.
• 4-9 years of relevant experience in financial analysis, FP&A, or corporate finance.

Responsibilities

• Prepare monthly, quarterly, and annual financial reports and dashboards.
• Analyze financial performance by comparing actual results with forecasts and budgets.
• Identify trends, risks, and opportunities to support strategic planning.
• Support the development and maintenance of annual budgets and long-term financial forecasts.
• Partner with business units to gather financial inputs and validate assumptions.
• Track budget vs. actual performance and provide commentary on variances.
• Build and maintain financial models for scenario planning and sensitivity analysis.
• Ensure accuracy and integrity of financial data in ERP and reporting systems.
• Leverage data tools (e.g., Excel, Power BI, Tableau) to automate reports and enhance insights.
• Act as a finance business partner to cross-functional teams (operations, sales, procurement).
• Provide financial insights to assist with operational decision-making.
• Present financial findings and recommendations to senior leadership.
• Ensure adherence to internal financial controls and company policies.
• Support internal and external audits by providing necessary documentation.
• Maintain confidentiality of financial information and ensure data security.

Skills

Power BI

Excel

CPA

CA

CFA

SAP

Accounting

Financial Analysis

Financials

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

CA / CPA / CFA / MBA (Finance) preferred

Tools

SAP

Oracle

NetSuite

Power BI

Tableau

Job description

Key Responsibilities: Financial Analysis & Reporting:

• Prepare monthly, quarterly, and annual financial reports and dashboards.
• Analyze financial performance by comparing actual results with forecasts and budgets.
• Identify trends, risks, and opportunities to support strategic planning.

Budgeting & Forecasting:

• Support the development and maintenance of annual budgets and long-term financial forecasts.
• Partner with business units to gather financial inputs and validate assumptions.
• Track budget vs. actual performance and provide commentary on variances.

Data Management & Modeling:

• Build and maintain financial models for scenario planning and sensitivity analysis.
• Ensure accuracy and integrity of financial data in ERP and reporting systems.
• Leverage data tools (e.g., Excel, Power BI, Tableau) to automate reports and enhance insights.

Stakeholder Collaboration:

• Act as a finance business partner to cross-functional teams (operations, sales, procurement).
• Provide financial insights to assist with operational decision-making.
• Present financial findings and recommendations to senior leadership.

Compliance & Controls:

• Ensure adherence to internal financial controls and company policies.
• Support internal and external audits by providing necessary documentation.
• Maintain confidentiality of financial information and ensure data security.

Qualifications:

• Education:
• Bachelor's degree in Finance, Accounting, Economics, or related field (mandatory).
• CA, CPA, CFA, or MBA (Finance) preferred.
• Experience:
• 4-9 years of relevant experience in financial analysis, FP&A, or corporate finance.
• Experience with ERP systems (SAP, Oracle, NetSuite) and BI tools is a plus.
• Skills:
• Strong analytical and problem-solving skills.
• Proficiency in Microsoft Excel; knowledge of Power BI or Tableau is an advantage.
• Excellent communication and presentation skills.
• Attention to detail and ability to meet tight deadlines.
• Strong understanding of accounting principles and financial statements.

Skills: Power Bi, Ca, Excel, Cpa, Financials, Accounting, Sap, Financial Analysis, Cfa
Experience: 4.00-8.00 Years