Financial Planning Specialist

2 weeks ago


Kolkata, West Bengal, India beBeeFinancialPlanning Full time ₹ 16,20,000 - ₹ 20,25,000

Job Title: Financial Planning Specialist

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This role involves analyzing financial and operational metrics, providing valuable insights to senior leaders. The ideal candidate will partner with finance teams, operations, and high-level management to drive business growth.

The job requires critical thinking skills to navigate complex data and models. Responsibilities include:

  • Preparing and managing financial analytics on operational metrics
  • Building and maintaining analytical models on key performance indicators
  • Collaborating with the leadership team to formulate medium- to long-term financial and strategic plans
  • Developing models to project long-term growth and identify impacting factors

The successful candidate will have a Bachelor's degree in Commerce or MBA Finance and at least 10 years of experience in financial planning, budgeting, forecasting, and financial analysis. Key competencies include excellent communication and presentation skills, ability to multi-task, and strong analytical and problem-solving skills.

This position demands flexibility, adaptability, and the ability to work in an entrepreneurial environment. The right candidate will need to be comfortable with time-sensitive tasks and have advanced Excel or financial modeling skills.

As a Financial Planning Specialist, you will work closely with senior management to provide insights into business performance, analyze financial and operational results, and make recommendations for improvement. This role is essential to the organization's success and requires a highly skilled and experienced individual.



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