Financial Plan & Analysis Senior Analyst

EXPERIENCE: 5 to 8 years

QUALIFICATION: BCom. A graduate degree in Finance, Economics, Accounting, or a related discipline is preferred. MBA, CA, or CMA is an advantage but is not mandatory.

CORE SKILL: Financial Planning & Analysis (FP&A)


Role Overview

The Senior Analyst prepares accurate forecasts, budgets, and management reports, and turns financial data into business insights. The role includes detailed variance analysis, collaboration with business stakeholders, and support for planning and performance reviews. The analyst owns recurring deliverables, contributes to process improvements, and mentors junior team members.


Required Skills and Experience

Relevant experience in FP&A or commercial finance, with a strong grounding in budgeting, forecasting, variance analysis, and management reporting


Ability to analyze revenue, costs, gross margin, and working capital, and explain the business drivers behind financial performance


Advanced Excel skills for financial modeling, large datasets, pivot analysis, and complex lookups


Strong communication and stakeholder management skills, including clear written commentary and presentation of actionable insights


Ability to manage recurring processes independently, maintain accuracy, and meet deadlines in a global delivery environment


Preferred Exposure

Manufacturing, retail, wholesale, merchandise, consumer packaged goods (CPG), or other product-driven businesses


SAP ECC or an equivalent ERP for report extraction, cost centre mapping, and GL coding (training is provided)


Planning tools such as TM1, SAP Analytics Cloud (SAC), Anaplan, or OneStream


Reporting and visualization tools such as Power BI, Tableau, or Palantir, and familiarity with Snowflake or data warehouse reporting layers


Responsibilities

Planning and Forecasting


Prepare forecast and budget inputs accurately and on time, tracking key assumptions, risks, and dependencies across planning cycles


Consolidate and validate stakeholder submissions, resolving inconsistencies before reporting


Prepare rolling forecasts for revenue and gross margin within assigned categories


Support annual budgeting and long-range planning inputs for the retail vertical


Financial Analysis and Reporting


Perform detailed variance analysis on revenue, costs, margin, and working capital


Prepare monthly and ad-hoc management reports with clear commentary on results and business drivers


Support decisions through trend analysis, driver-based insights, and financial modeling


Maintain KPI trackers and support periodic performance reviews


Highlight emerging risks and opportunities to the FP&A ASP and business stakeholders


Business Partnering and Stakeholder Management


Work with cross-functional teams to understand business drivers, validate data, and respond to stakeholder queries


Build professional working relationships with internal teams and service delivery partners


Communicate deliverable status, issues, and timelines proactively, and support stakeholder meetings with data and presentation materials


Continuous Improvement and Controls


Simplify reporting, strengthen controls, and improve data quality


Support standardization and documentation of FP&A processes


Use Excel, Power BI, and finance systems to improve productivity


Team Coordination and Delivery


Support team leads with work coordination and quality assurance


Mentor junior analysts, assist with onboarding, and contribute to knowledge sharing


Take ownership of assigned deliverables and complete them within agreed timelines


Why Join?

Competitive salary package


Global delivery environment


Career growth in FP&A and commercial finance


Exposure to retail vertical and product-driven businesses


Collaborative and dynamic team environment