Senior Financial Strategist

2 weeks ago

Lucknow, Uttar Pradesh, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 25,00,000
Financial Planning Analyst Job Overview

As a Financial Planning Analyst, you will play a critical role in driving business growth and success by analyzing financial data, developing strategic plans, and implementing effective solutions.

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  • Key Responsibilities:
  • Conduct Return on Capital Employed (ROCE) analysis at Product Category, Segment, and Company level to inform investment decisions.
  • Perform Sales Analysis (COPA), including Profitability by Channel, Region, State, SOF, and Customer (OE & Exports), to identify areas of improvement.
  • Develop the Annual Sales Plan: SKU-wise / Category-wise / Segment-wise Sales Value and Tonnage for comparison against Previous Budget and Current Year Estimates.
  • Manage Annual Operating Plan (AOP) and Rolling Forecast processes to ensure accurate forecasting and planning.

Costing & Margin Analysis:

  • Prepare daily product costing (cost sheets) for Marketing requirements to ensure accurate costing and pricing.
  • Develop and maintain Actual Monthly Gross Margin Statements: Product-wise, Category-wise, Segment-wise, OEM – Customer-wise / Product Category-wise, Exports – Country-wise / Customer-wise to track performance.
  • Prepare Monthly Gross Margin Projections (SKU-wise / Segment-wise) to inform decision-making.
  • Conduct Bill of Material (BOM) and Gross Margin Analysis, including Nil Margin vs Nil Margin comparison, Gross Margin Projections vs Nil Margin, OE Product Cost & GM Analysis (Quote vs SOP vs Actual Sales). Year-on-Year comparative analysis to drive continuous improvement.

Inventory & Revenue Reporting:

  • Prepare Finished Goods (FG) Holding Days report aligned with forward sales plan to optimize inventory levels.
  • Calculate and analyze Norms vs Actuals (SKU-wise, Category-wise, Segment-wise) to identify areas of improvement.
  • Deliver accurate and timely Revenue Reports for Senior Management review to inform business decisions.

Qualifications:

  • Master's degree in Finance, Accounting, Economics, or Business to provide a solid foundation in financial principles.
  • Professional certifications preferred: MBA, ACCA, or CIMA to demonstrate expertise and commitment to the field.
  • 3–5 years of experience in Marketing Finance or Financial Planning & Analysis to provide practical knowledge and skills.
  • Proficiency in MS Excel, PowerPoint, and database management systems to support data analysis and presentation.

Desired Skills:

  • A solid understanding of Accounting Principles and advanced Financial Analysis techniques to drive business growth and success.
  • Strong business acumen with the ability to interpret changing sales trends and influence decision-making.
  • Hands-on experience with ERP systems such as SAP and financial planning software to streamline processes and improve efficiency.
  • Excellent analytical, communication, and presentation skills to effectively communicate findings and recommendations to stakeholders.

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