Financial Planning Analyst

3 days ago


Chennai, Tamil Nadu, India Pinnacle Group, Inc. Full time

Job Title: FP&A Specialist

About the Role

PTR Global is seeking an experienced FP&A Specialist to drive financial planning, analysis, and forecasting for our business. As a key member of our finance team, you will play a critical part in providing actionable financial insights, supporting budgeting processes, and helping drive strategic decision-making across the organization.

Key Responsibilities
  • Support the preparation and analysis of financial plans, forecasts, and budgets aligned with company goals.
  • Conduct detailed financial analysis to identify trends, risks, and opportunities to optimize business performance.
  • Provide senior leadership with actionable insights regarding key financial metrics, variances, and performance indicators.
  • Assist in developing and tracking financial models to support decision-making and long-term planning.
  • Prepare and present financial reports, including variance analysis, profitability analysis, and other key financial metrics.
  • Collaborate with cross-functional teams to ensure accurate and timely financial information is integrated into operational planning.
  • Support ad-hoc financial projects, business cases, and strategic initiatives across the company.
Requirements
  • Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
  • Proven experience in financial analysis, planning, or budgeting, preferably in a corporate or staffing environment.
  • Strong financial modeling and analysis skills, with proficiency in Excel and financial software/tools (experience with Anaplan, Adaptive Insights, or similar is a plus)
  • Proficiency in financial modeling, analysis, and reporting tools (Excel, Power BI, etc.).
  • Solid understanding of financial concepts, forecasting, budgeting, and variance analysis.
  • Strong attention to detail, analytical thinking, and problem-solving skills.
  • Ability to communicate complex financial data to non-financial stakeholders.
  • Results-driven mindset with a proven track record of meeting and exceeding performance targets.
  • Ability to work independently and as part of a team in a fast-paced, dynamic environment.


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