Senior Associate - Financial Planning & Analysis

Oxane Partners; Gurugram District; On-site; INR 1,500,000 - 2,500,000; Full time

Job summary

Oxane Partners is seeking a Senior Associate – FP&A to drive budgeting, forecasting, management reporting, and performance reviews. You will develop scalable FP&A processes, improve forecast accuracy, and provide actionable insights to senior leadership.

You will lead annual budgets, rolling forecasts, and monthly packs, while partnering with business leaders to challenge assumptions and enhance forecast quality. Strong Excel and reporting skills are essential in a fast-paced environment.

Qualifications

• Strong proficiency in Advanced Excel for financial modelling, forecasting, and analysis.
• Experience in preparing management reports, variance analysis, and performance insights.
• Ability to design dashboards and present data-driven insights to senior stakeholders.

Responsibilities

• Lead preparation of annual budgets, rolling forecasts, long-range plans, and periodic business reviews.
• Prepare and present monthly management reporting packs including actuals vs budget/forecast and key drivers.
• Perform detailed variance analysis and identify drivers affecting revenue, margins, and costs.
• Develop and maintain financial models for budgeting, forecasting, pricing reviews, and scenario analysis.
• Partner with business leaders to understand operational drivers and improve forecast quality.
• Drive process improvements and standardization across reporting, budgeting, forecasting, and dashboarding.
• Create and maintain management dashboards and KPIs for performance visibility.
• Ensure accuracy and compliance with accounting principles and internal controls.
• Identify business risks and opportunities through proactive analysis for leadership.
• Mentor junior FP&A team members where applicable.

Skills

Advanced Excel

Forecasting

Financial Modelling

Management Reporting

Variance Analysis

Dashboarding

Stakeholder Management

Attention to detail

Data-driven insights

Tools

MS PowerPoint

MS Word

Power Query

Job description

About Us

Oxane Partners is a technology-driven solutions provider to the private credit markets. Our solutions transform the way investment firms and banks analyze and manage their investments. We unify our technology with deep domain expertise to provide compelling and relevant solutions across all asset classes. Our collaborative engagement approach helps our clients evaluate more opportunities faster and better manage their existing investments while still maintaining the rigor of their investment process. Our solutions manage over $800 billion of notional for 100+ clients including 20 of the top 30 global investment banks, 10 of the top 15 global private credit investment firms, 5 of the top 10 global private equity firms, and 10 of the top 25 alternative asset managers. Founded in 2014 by former credit traders from Deutsche Bank, Oxane Partners has grown to a team of 600+ highly skilled financial analysts and technology experts. Oxane Partners is headquartered in London and has additional offices in New York, Gurgaon, and Hyderabad.

Job Description

Senior Associate – FP&A will play a key role in driving the organization's financial planning, forecasting, management reporting, and business performance review processes. The role will be responsible for delivering high-quality financial insights, challenging business assumptions, and driving improvements in reporting, planning, and analytical processes. The incumbent will work closely with finance and business stakeholders to develop scalable FP&A processes, improve forecast accuracy, strengthen management reporting, and provide actionable insights to senior leadership.

• Lead preparation of annual budgets, rolling forecasts, long-range plans, and periodic business reviews, ensuring timely and accurate submissions.
• Prepare and present monthly management reporting packs covering actuals vs. budget/forecast, revenue trends, profitability analysis, and key business drivers.
• Perform detailed variance analysis and identify underlying drivers impacting revenue, margins, costs, and overall business performance.
• Develop and maintain financial models (both recurring and ad-hoc) supporting budgeting, forecasting, pricing reviews, scenario analysis, and strategic decision-making.
• Partner with business leaders to understand operational drivers, challenge assumptions, and improve forecast quality.
• Drive process improvement, automation, and standardization initiatives across reporting, budgeting, forecasting, and dashboarding processes.
• Develop and maintain management dashboards and KPIs to improve visibility into financial and operational performance.
• Ensure accuracy, consistency, and integrity of FP&A outputs while maintaining compliance with accounting principles, internal controls, and reporting requirements.
• Support leadership in identifying business risks and opportunities through proactive analysis and performance monitoring.
• Mentor and review work performed by junior FP&A team members where applicable.

Requirements

• Strong proficiency in Advanced Excel, including complex formulas, financial modelling, scenario analysis, pivot tables, Power Query, and advanced analytical techniques.
• Strong working knowledge of MS PowerPoint and MS Word with the ability to prepare senior management presentations.
• Experience managing budgeting, forecasting, and management reporting processes with the ability to challenge assumptions and improve forecast accuracy
• Excellent analytical mindset with the ability to interpret financial and operational data, identify trends, and convert data into actionable business insights.
• Strong understanding of financial statements, accounting principles, accruals, management reporting, budgeting, forecasting, and variance analysis.
• Experience designing and maintaining financial models, forecasting frameworks, and management reporting structures.
• Ability to independently prepare management reports and communicate insights effectively to senior business and finance stakeholders.
• Strong problem-solving capability with the ability to operate effectively in an evolving and fast-paced business environment.
• High attention to detail, ownership mindset, process orientation, and commitment to continuous improvement.
• Strong communication, stakeholder management, and business partnering skills with the ability to influence decision-making through data-driven insights