Senior Financial Planning Specialist

3 days ago

Mumbai, Maharashtra, India beBeeFinancial Full time ₹ 40,00,000 - ₹ 60,00,000
Job Title:

Financial Planning Analyst

Job Description:

This role requires a professional with expertise in financial planning and analysis to work closely with the marketing team. The key responsibilities include conducting Return on Capital Employed (ROCE) analysis, performing sales analysis, and developing the annual sales plan.

The ideal candidate will have a master's degree in finance, accounting, economics, or business, and 3-5 years of experience in marketing finance or financial planning & analysis. Proficiency in MS Excel, PowerPoint, and database management systems is essential.

The successful candidate will be responsible for preparing daily product costing, developing and maintaining actual monthly gross margin statements, and preparing monthly gross margin projections. They will also conduct bill of material and gross margin analysis, and deliver accurate and timely revenue reports for senior management review.

Additionally, the ideal candidate will have solid understanding of accounting principles and advanced financial analysis techniques, strong business acumen, and excellent analytical, communication, and presentation skills.

Key Responsibilities:

  • Conduct Return on Capital Employed (ROCE) analysis at Product Category, Segment, and Company level.
  • Perform Sales Analysis (COPA), including Profitability by Channel, Region, State, SOF, and Customer (OE & Exports).
  • Prepare daily product costing (cost sheets) for Marketing requirements.
  • Develop and maintain Actual Monthly Gross Margin Statements: Product-wise, Category-wise, Segment-wise.
  • Deliver accurate and timely Revenue Reports for Senior Management review.

Required Skills and Qualifications:

  • Master's degree in Finance, Accounting, Economics, or Business.
  • Professional certifications preferred: MBA, ACCA, or CIMA.
  • 3-5 years of experience in Marketing Finance or Financial Planning & Analysis.
  • Proficiency in MS Excel, PowerPoint, and database management systems.
  • Strong expertise in financial modelling, data reconciliation, and reporting automation.
Benefits:

This role offers a unique opportunity to work closely with the marketing team and contribute to the company's growth. The ideal candidate will be part of a dynamic and innovative team, working on exciting projects and developing their skills and expertise.

Others:

The ideal candidate should be able to work independently, think critically, and collaborate effectively with the team. Strong communication and presentation skills are essential for this role, as well as the ability to interpret complex data and present findings to senior management.

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