Senior Role – Financial Planning & Analysis – Banking/Financial Services – CA AJM Talentrix

The Corporate Institute; Pune District; Hybrid; INR 1,500,000 - 2,500,000; Full time

Job summary

The Corporate Institute in Pune seeks a senior finance professional to drive strategic FP&A initiatives. You will partner with business leads to translate financial data into actionable insights, manage budgeting/forecasting cycles, and guide decision-making for growth and risk mitigation.

Role emphasizes rigorous planning, complex modeling, and strong MIS reporting to support executive leadership in achieving fiscal health.

Qualifications

• Demonstrated expertise in FP&A with budgeting, forecasting, and complex financial modeling.
• Proven ability to perform deep-dive variance analysis for senior management.
• Proficient MIS reporting and data visualization to communicate financial concepts clearly.
• Strong interpersonal skills to influence stakeholders across functions.

Responsibilities

• Lead annual budgeting and quarterly forecasting with clear resource planning.
• Perform variance analysis to explain deltas between actuals and projections.
• Develop and maintain financial models for investments and profitability assessments.
• Prepare MIS reports and dashboards for executive management.
• Monitor departmental spend and identify opportunities for cost optimization.
• Streamline financial reporting processes to improve accuracy and reduce turnaround time.

Skills

FP&A

Budgeting

Forecasting

Financial Modeling

Variance Analysis

MIS Reporting

Data Visualization

Stakeholder Management

Hybrid Work

Education

CA (Chartered Accountant)

Bachelor's in Finance/Accounting

Job description

Senior Role – Looking for CAs, Industry-NBFC / Housing Finance (currently working) Only

Role Overview:

We are looking for a high-caliber Finance professional to join our team in Pune, focusing on driving strategic financial decision-making through rigorous planning and analysis. In this role, you will serve as a key partner to business leaders, translating complex financial data into actionable insights that steer organizational growth. You will manage the end-to-end cycle of budgeting and forecasting, ensuring that our financial roadmap aligns with long-term business objectives. By collaborating closely with cross-functional department heads, you will play a pivotal role in identifying operational efficiencies and mitigating risks, ultimately influencing the companys bottom-line performance and fiscal health.

Key Responsibilities:

• Lead the annual budgeting and quarterly forecasting processes to provide leadership with a clear view of financial trajectories and resource allocation requirements.
• Execute detailed variance analysis to identify discrepancies between actual performance and projections, enabling timely corrective actions for business stakeholders.
• Develop and maintain sophisticated financial models to evaluate investment opportunities, project profitability, and support complex decision-making scenarios.
• Prepare comprehensive MIS reports and dashboards that distill high-level financial data into meaningful narratives for executive management.
• Partner with department heads to monitor departmental spend, ensuring strict adherence to budgets while identifying opportunities for cost optimization.
• Streamline financial reporting processes to enhance data accuracy and reduce turnaround time for critical business reviews.

Required Skillset:

• Demonstrated expertise in Financial Planning and Analysis, with a strong command over budgeting, forecasting, and complex financial modeling techniques.
• Proven ability to perform deep-dive variance analysis and translate findings into strategic recommendations for senior management.
• Exceptional proficiency in MIS reporting and data visualization, with the ability to communicate complex financial concepts to non-finance stakeholders clearly.
• Strong interpersonal skills, enabling effective collaboration across diverse teams and the ability to influence stakeholders at various levels of the organization.
• A proactive mindset with the ability to thrive in a fast-paced, hybrid work environment in Pune, maintaining high standards of accuracy under tight deadlines.
• A degree in Finance, Accounting, or a related field, preferably complemented by a professional qualification such as CA.
• 3 to 8 years of relevant experience in a corporate finance or FP&A function, showcasing a track record of delivering high-impact financial insights.