Financial Planning Analyst

We are seeking a proactive and detail-oriented Business Analyst – FP&A to support financial planning, business performance analysis, and decision-making. The role will be responsible for generating meaningful business insights through financial analysis, identifying trends and improvement opportunities, and providing actionable recommendations to enhance business and financial performance.

Key Responsibilities

• Perform revenue analysis, including Price, Mix, and Volume (PMV) variance analysis.
  
• Analyze product-wise costs, margins, and profitability across product segments and SKUs.
  
• Support product costing for various product categories.
  
• Monitor and analyze departmental spending against budget (Sales & Marketing, IT, HR, Administration, etc.).
  
• Review the effectiveness of sales schemes and incentive programs.
  
• Conduct inventory analysis across manufacturing locations, warehouses, and distribution centers.
  
• Track and analyze inventory movements, including demonstration stock, loaner equipment, and R&D inventory.
  
• Prepare management reports, dashboards, and business performance insights.
  
• Support budgeting, forecasting, and annual operating plan (AOP) activities.
  
• Work closely with cross-functional teams to improve financial and operational performance.
  

Key Performance Indicators (KPIs)

• Monitor and report Marketing ROI against approved budgets.
  
• Track Sales ROI and achievement against Annual Operating Plan (AOP).
  
• Ensure inventory movement complies with company policies.
  
• Improve working capital through effective finished goods inventory management.
  
• Deliver timely and accurate business performance reports and financial analyses.
  

Technical Competencies

Mandatory

• Experience in Financial Planning & Analysis (FP&A)
  
• Advanced MS Excel skills (VLOOKUP/XLOOKUP, IF, SUMIF/SUMIFS, Pivot Tables, Power Query, etc.)
  
• Tableau or equivalent visualization tools
  

Preferred

• Experience with ERP and business applications such as SAP, Salesforce, Odoo, Power BI, or similar platforms.
  

Behavioral Competencies

Mandatory

• Strong analytical and problem-solving skills
  
• Excellent communication and presentation abilities
  
• High attention to detail
  

Preferred

• Adaptability to change
  
• Cross-functional collaboration
  
• Business partnering mindset
  

Education

Mandatory

• MBA (Finance), M.Com, CMA (Inter), or equivalent postgraduate qualification.
  

Preferred

• Qualified CMA or equivalent professional qualification.
  

Professional Certifications

Preferred

• Power BI
  
• Tableau
  
• Other relevant Business Intelligence or Analytics certifications
  

Experience

• Overall Experience: 5–7 years
  
• Relevant Experience: Minimum 5 years in FP&A, Business Finance, or Financial Analysis
  

Preferred Industry Background

• Manufacturing
  
• Pharmaceuticals
  
• Healthcare
  
• Consumer Products
  
• Industrial Products