Senior Financial Planner & Analyst

PassFort; Pune District; On-site; INR 1,800,000 - 2,800,000; Full time

Job summary

PassFort in Pune invites an experienced FP&A / Business Finance professional to lead financial planning, reporting, and analytical support in a venture-funded, high-growth environment.

This role works closely with the CFO and finance team on financial modeling, treasury management, and investor reporting, demanding strong analytical rigor and advanced Excel capabilities in a fast-paced setting.

Qualifications

• 5+ years of FP&A / Business Finance experience.
• Experience in VC/PE-funded firms.
• Strong financial modeling and business planning skills.
• Advanced MS Excel proficiency.
• Proven ability to produce investor reports.
• Experience in fast-growth environments.

Responsibilities

• Lead FP&A activities including budgeting, forecasting, and variance analysis.
• Prepare regular financial and management reports.
• Develop and maintain financial models and business plans.
• Support treasury management and investor reporting.
• Produce MIS reports and dashboards.
• Assist in fundraising data and scenario analysis.

Skills

MS Excel

Financial modeling

Analytical skills

Forecasting

Budgeting

Education

MBA (Finance)

CA / Chartered Accountant

PG Diploma in Finance

Tools

MS Excel

Job description

About the Role

We are seeking an experienced FP&A / Business Finance professional to drive financial planning, reporting, and analytical support in a venture-funded, high-growth environment.

The ideal candidate will have prior experience in organizations that have raised multiple rounds of funding from PE / VC investors, and should be comfortable operating in structured, investor-driven financial environments. This role will work closely with the CFO and finance team on financial modeling, business planning, treasury management, and board/investor reporting.

This is a high-ownership, analytical role requiring strong financial discipline and advanced Excel capabilities.

Roles & Responsibilities

Lead core Financial Planning & Analysis (FP&A) activities

Prepare and manage regular financial reports, including:

• AR reports
• AP reports
• Cash position statements
• Investment valuation summaries
• Sales and cost performance reports

Develop and maintain financial models and business plans

Perform Budget vs Actual analysis and variance reporting

Drive preparation of MIS reports and management dashboards

Support treasury management and reporting

Conduct market and competitive research to support strategic planning

Assist in fundraising support activities, including financial data preparation and scenario analysis

Work closely with CFO and finance team for routine and strategic financial requirements

Requirements (Must Haves)

5+ years of experience in FP&A / Business Finance / Business Analyst roles

Prior experience in companies that have raised multiple funding rounds from PE / VC investors

Strong hands-on expertise in financial modeling and business planning

Advanced proficiency in MS Excel (mandatory)

Strong analytical and quantitative skills

Experience in preparing structured management and investor reports

Ability to operate in a fast-paced, high-growth environment

Good to Have

Experience across Series C, D, E funding rounds

Exposure to IPO preparation processes

Experience working directly with CFO / senior leadership

Background in tech / startup / growth-stage companies

Experience

5–8 years of relevant experience in FP&A / Business Finance

Venture-funded / PE-backed organization experience strongly preferred

Qualification

MBA (Finance) / PG Diploma in Finance / Chartered Accountant (CA)