Financial Planning Analyst

Role: Financial Planning & Analysis Analyst

Skill: Financial Planning & Analysis

Overall Experience: 8 to 15 Years

Shift Timing: US shift

Location: Bangalore

Education:

• Minimum 15 years of regular, full-time education (10 + 2 + 3)
• Chartered Accountant

Masters degree in accounting, Finance, Economics, or related field

Must Have Skills:

• Chartered Accountant

A. Planning & Budgeting

B. Forecasting

C. Adhoc analysis and audit support

D. Governance & Reporting

Good To Have Skills:

• Masters degree in accounting, Finance
• Excel (advanced modelling)
• BI tools: Power BI / Tableau

Risks & Controls

• Risk: Model inaccuracies Control: Model validation & reconciliation

Key Accountabilities:

A. Planning & Budgeting

• Convert top-down strategy into bottom-up business financial plans •

• Manage driver-based budgeting models •

• Support business units in preparing planning submissions and review packs

B. Forecasting •

• Prepare quarterly rolling forecasts • Update outlook based on performance, macro factors, and business inputs
• Maintain driver-based and scenario-integrated forecasting models
• Align forecasts across SG&A departments including Finance, Risk, and HR

C. Adhoc analysis and audit support

• Provide need-based analysis such as analysis of Legal cpsts by nature of spend such as litigation, patent generation, patent maintenance etc.
• Provide GL details and other explanations as maybe required by the auditors in support of SG&A accruals

D. Governance & Reporting

• Prepare Governance packs
• Identify risks and opportunities in financial plans
• Validate data integrity and consistency across models