Senior FP&A Analyst

bakertilly; Bengaluru; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

BTVK Advisory seeks a skilled FP&A professional to lead budgeting, forecasting, and reporting using Workday Adaptive Planning and Power BI. The role partners with FP&A, Controllership, and Operations to deliver actionable financial insights and scalable data models.

The ideal candidate will have 3+ years in FP&A, strong Excel skills, and a focus on data accuracy and process automation. Bengaluru-based, on-site role with a collaborative team environment.

Qualifications

• Minimum 3 years of FP&A experience with hands-on Power BI.
• Experience in Workday Adaptive Planning.
• Strong Excel, financial modeling and data analysis skills.
• Ability to translate reporting requirements into scalable data models.
• Excellent communication and stakeholder-management skills.
• Bachelor's degree in Finance, Accounting, Economics, Business; professional certification is a plus.

Responsibilities

• Experience in financial planning, budgeting, forecasting, management reporting, and financial analytics.
• Develop interactive Power BI dashboards and reports covering revenue, costs, margins, productivity, headcount, and other key metrics.
• Support enhancements to Adaptive Planning including integrations, testing, troubleshooting, user training, and ongoing system improvements.
• Collaborate with FP&A, Controllership, Accounting, Operations and cross-functional teams to understand reporting requirements.
• Improve budgeting, forecasting, reporting, and planning processes through automation and standardization.
• Analyze financial and operational data to identify trends, risks, and opportunities and provide actionable insights.
• Ensure data integrity and consistency across financial systems and reporting processes.

Skills

Power BI

Excel

Financial analysis

Data modeling

Education

Bachelor's degree in Finance, Accounting, Economics, Business

CPA/CMA/MBA a plus

Tools

Workday Adaptive Planning

Job description

Overview

BTVK Advisory is a leading advisory firm whose specialized professionals guide clients through an ever-changing business world, helping them win now and anticipate tomorrow. BTVK Advisory, and its affiliated entities, have operations in North America, South America, Europe, Asia, and Australia. BTVK Advisory's ultimate parent entity, Baker Tilly US, LLP, is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Job Description

Responsibilities

• Experience in financial planning, budgeting, forecasting, management reporting, and financial analytics.
• Demonstrate strong hands-on expertise in Workday Adaptive Planning, including model development, reporting, dashboards, system administration, and process optimization.
• Support enhancements to Adaptive Planning, including integrations, testing, troubleshooting, user training, and ongoing system improvements.
• Develop and maintain interactive Power BI dashboards and reports covering revenue, costs, margins, productivity, headcount, and other key financial and operational metrics.
• Partner closely with FP&A, Controllership, Accounting, Operations, and cross-functional teams to understand reporting requirements, data challenges, and business needs.
• Improve budgeting, forecasting, reporting, and planning processes through automation, standardization, and enhanced data accuracy.
• Analyze financial and operational data to identify trends, variances, risks, and opportunities and provide actionable insights to business stakeholders.
• Ensure data integrity and consistency across financial systems, reporting tools, and management reporting processes.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field; CPA, CMA, MBA, or relevant certification is a plus.
• Minimum 3 years of relevant FP&A experience with strong hands-on expertise in Workday Adaptive Planning and Power BI.
• Strong understanding of financial datasets, including general ledger, cost centers, account and organizational hierarchies, actuals vs. forecast, allocations, and headcount data.
• Advanced proficiency in Excel, including financial modeling, Power Pivot, data analysis, and reporting.
• Strong knowledge of financial statements, FP&A cycles, budgeting, forecasting, variance analysis, and key performance metrics.
• Ability to translate finance processes and business requirements into scalable data models, dashboards, and automated reporting workflows.
• Strong analytical and problem-solving skills with a structured and detail-oriented approach.
• Excellent communication and stakeholder-management skills, with the ability to collaborate effectively with both technical and non-technical teams.
• High attention to data quality, accuracy, controls, and consistency across financial reporting processes.