Deputy Manager - Financial Planning & Analysis - CA

CA, 3-6 yrs exp ; Deputy Manager - Financial Planning & Analysis

1. Assist in Annual Budgeting and Forecasting:

- Collaborate with relevant stakeholders to assist in the development of annual budgets and forecasts.

- Conduct trend analysis and gather inputs from the support team to ensure accuracy and completeness of financial projections.

2. Financial Performance Measurement:

- Compute and analyze financial performance metrics, comparing actual results to budgeted figures.

- Conduct variance analysis to identify key cost and income metrics, providing insights into deviations and recommending corrective actions as needed.

3. Peer/Competitor Analysis and KPI Tracking:

- Conduct thorough peer and competitor analysis to benchmark performance and identify industry trends.

- Track key performance indicators (KPIs) relevant to the company's financial objectives and strategic goals.

4. Trend Analysis and Explanation:

- Analyze and investigate key movements and trends in actual financial performance.

- Provide detailed explanations for variances, identifying underlying reasons and implications for the business.

5. Preparation of Monthly Financial Metrics:

- Prepare monthly financial metrics and management dashboards, tailored to highlight key business drivers specific to different products or segments.

6. Profitability and Cost Analysis:

- Compute profitability and cost matrix at various levels, including unit, product, branch, and region.

- Analyze and interpret profitability data to support strategic decision-making and resource allocation.

7. Presentation and Forecast Review:

- Work closely with senior team members to create and review presentations, quarterly forecasts, and annual financial plans.

- Provide insightful reporting and analysis to explain changes against given baselines, facilitating informed decision-making.

8. Management Reporting Support:

- Support various teams with key management reporting requirements, ensuring timely and accurate dissemination of financial information.

Skills:-

- Educational qualifications: CA / MBA in Finance or related field.

- Minimum 3 years of experience in a relevant role, with a focus on financial planning and analysis (FP&A) or business strategy.

- Experience in the NBFC/HFC/Banking/Mortgage industry is essential.

- Expertise in Microsoft Office suite, particularly Excel and PowerPoint.

- Strong analytical skills and experience in conceptualizing financial strategies.

- Excellent communication and presentation skills, with proficiency in English.

- Proactive problem-solving attitude and ability to thrive in a dynamic and fast-paced environment.