Financial Planning Specialist

2 weeks ago

Bengaluru, Karnataka, India beBeeFinancial Full time ₹ 7,50,000 - ₹ 12,50,000

Job Overview

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As a Financial Planning Specialist, you will be responsible for analyzing and interpreting financial data to inform business decisions.

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This role requires a strong understanding of accounting principles and advanced analytical techniques.

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Key Responsibilities

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  • ROCE & Sales Profitability Analysis">
  • 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)">
  • Profitability by Product Group and SKU level">
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  • Sales Planning & Forecasting">
  • Provide GSP Data for Marketing – Exports Sales (Domestic vs Import content of raw materials).">
  • Support Govt. of India PLI Scheme documentation – Domestic Value Addition on OE Supplies.">
  • Develop the Annual Sales Plan:">
  • SKU-wise / Category-wise / Segment-wise Sales Value and Tonnage">
  • Comparison against Previous Budget and Current Year Estimates">
  • Facilitate management sign-off of Annual Plan documents">
  • Manage Annual Operating Plan (AOP) and Rolling Forecast processes.">
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Costing & Margin Analysis

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  • Prepare daily product costing (cost sheets) for Marketing requirements.">
  • Develop and maintain Actual Monthly Gross Margin Statements:">
  • Product-wise, Category-wise, Segment-wise">
  • OEM (Original Equipment Manufacturer) – Customer-wise / Product Category-wise">
  • Exports – Country-wise / Customer-wise">
  • Prepare Monthly Gross Margin Projections (SKU-wise / Segment-wise).">
  • 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">
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  • Inventory & Revenue Reporting">
  • Prepare Finished Goods (FG) Holding Days report aligned with forward sales plan.">
  • Calculate and analyze Norms vs Actuals (SKU-wise, Category-wise, Segment-wise).">
  • Deliver accurate and timely Revenue Reports for Senior Management review.">
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Qualifications

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  • 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.">
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Desired Skills

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  • Solid understanding of Accounting Principles and advanced Financial Analysis techniques.">
  • 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.">
  • Excellent analytical, communication, and presentation skills.">

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