Financial Planning and Analysis Specialist

Profile - FP&A Analyst

Qualification - MBA/CA

Experince - Minimum 6 years for MBA qualified , Minimum 3 years for CA qualified

Location - Gurgaon

Role Overview

We are seeking a detail-oriented and analytical Financial Analyst to support the FP&A function in financial planning, forecasting, and performance monitoring. The role will work closely with business leaders and the finance leadership team to drive financial insights, support decision-making, and improve business profitability.

Key Responsibilities

• Support the FP&A team in preparation of the Annual Operating Plan (AOP) and budgeting process.
• Assist in monthly forecasting, variance analysis, and financial performance tracking.
• Prepare Monthly MIS reports and financial dashboards for management review.
• Develop Executive/Board Deck presentations summarizing financial performance, key insights, and business outlook.
• Monitor and track key business KPIs to ensure alignment with financial targets and strategic goals.
• Partner with Business Heads and functional teams to identify cost optimization opportunities and implement margin improvement initiatives.
• Perform financial analysis, scenario modelling, and trend analysis to support business decisions.
• Ensure accuracy and consistency of financial data used in reporting and analysis.
• Support ad-hoc financial analysis and strategic initiatives as required by leadership.

Required Skills & Competencies

• Strong knowledge of Financial Planning & Analysis (FP&A) processes.
• Experience working with client FP&A or business finance teams within the IT services industry.
• Advanced Microsoft Excel skills (financial modelling, pivot tables, dashboards, complex formulas).
• Ability to analyze financial data and translate insights into actionable recommendations.
• Strong business partnering and stakeholder management skills.
• Excellent analytical, problem-solving, and communication abilities.

Preferred Skills

• Working knowledge of Power BI for data visualization and reporting.
• Strong PowerPoint / presentation skills for executive and board-level reporting.
• Experience in margin analysis, cost optimization, and profitability improvement initiatives.

Interested candidates may share their resumes at [email protected]