Financial Planning & Analysis Role

Position Overview:

- The Financial Planning & Analysis (FP&A) role is a critical position within the finance department, responsible for providing strategic financial planning, forecasting, and analysis to support informed decision-making and drive overall business growth and profitability. The FP&A professional will collaborate closely with cross-functional teams to gather and analyze financial data, develop budgetary plans, and provide insights to senior management.

Job Role & Key Responsibilities:

Financial Forecasting and Budgeting:

- Develop and maintain accurate financial forecasts, including revenue, expenses, and cash flow projections both for Schemes and AMC.

- Collaborate with department heads and business units to prepare annual operating budgets and track
performance against targets.

- Monitor budget variances and provide proactive analysis to identify areas of concern or improvement.

Financial Analysis:

- Conduct in-depth financial analysis of key performance indicators (KPIs), trends, and business drivers within and outside of Industry to support decision-making.

- Generate reports and dashboards that provide actionable insights to support strategic initiatives.

- Perform scenario analysis to assess potential impacts of different business strategies.

Management Reporting:

- Prepare regular and ad hoc financial reports for executive leadership, highlighting key / Business and Industry insights and recommendations.

- Provide meaningful commentary on financial results, explaining key drivers and variances from budget and prior periods.

- Collaborate with other departments to ensure accurate and timely reporting of financial data.

Strategic Planning:

- Contribute to the development of the company's long-term strategic plans by providing financial insights and analysis.

- Assist in evaluating potential business opportunities, investments, and acquisitions by conducting financial due diligence.

Financial Modeling:

- Build and maintain complex financial models to support various scenarios and strategic decisions.

- Analyze the financial impact of proposed initiatives and projects, including ROI analysis.

Continuous Improvement:

- Identify opportunities to enhance financial processes, reporting tools, and analysis techniques.

- Recommend improvements in efficiency, accuracy, and overall effectiveness of FP&A activities.

Preferred Candidate Profile:

- Postgraduate, Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or advanced degree preferred. Professional certification such as CFA or CA is a plus.

- Around 10+ years' of experience in Ops. BFSI space with major stint (atleast 5 years) in financial planning, analysis, or related roles.

- Proficiency in financial modeling, data analysis, and advanced Microsoft Excel skills.

- Strong analytical mindset with the ability to translate complex data into actionable insights.

- Knowledge of financial software and ERP systems (e.g., SAP, Oracle) is advantageous.

- Familiarity with industry best practices and emerging trends in FP&A.

- People's person with excellent communication skills and responsiveness

- This job description is intended to convey information essential to understanding the scope of the FP&A role. It is not intended to be an exhaustive list of qualifications, responsibilities, and duties. The company reserves the right to modify the description at its discretion.

Behavioural Skills:

- Self-Starter-high energy levels

- Positive and Enthusiastic

- Resourceful

- Strong professionally credible with integrity

- Good Listener - Will challenge constructively and respond well to feedback.

- Manages conflict.

- Ability to deal with ambiguity.

- Communicates effectively.