Strategic Financial Planner

15 hours ago

Kannur, Kerala, India beBeeFinance Full time ₹ 18,00,000 - ₹ 25,00,000

Job Title: Strategic Financial Analyst

Location: Bengaluru, India

Experience : 5–6 years

Qualification: Chartered Accountant (CA)

Role Overview

We are seeking a highly analytical and detail-oriented FP&A professional to join our Finance team. This role will be instrumental in business partnering, driving financial insights, supporting strategic decision-making, and creating efficiencies through optimizations across the business. The ideal candidate is a qualified CA/MBA with strong experience in financial planning, analysis, and business partnering.

Key Responsibilities

Financial Planning & Analysis

  • Lead budgeting, forecasting, and variance analysis processes across business units.
  • Deliver accurate and timely financial reports, dashboards, and KPIs to senior leadership.
  • Support strategic initiatives including optimizations and cost control.
  • Collaborate with cross-functional teams to provide financial insights and recommendations.
  • Present actionable insights to leadership to influence business decisions.
  • Support long-term financial strategy development and business planning.
  • Participate in strategic planning discussions with executive management.
  • Build and maintain interactive dashboards using tools such as Tableau, Power BI etc.
  • Drive continuous improvement in financial modeling and reporting processes through automation initiatives.

Required Skills & Qualifications

Technical & Analytical

  • CA with 5–6 years of relevant experience in FP&A and business analysis.
  • Strong financial acumen and understanding of financial statements and concepts.
  • Advanced Excel skills. Working knowledge of SQL and data visualization tools (Tableau/Power BI) is a plus.
  • Experience with financial modeling, scenario analysis, and forecasting.

Soft Skills & Business Acumen

  • Strong communication and presentation skills; ability to simplify complex data for non-financial stakeholders.
  • Strategic thinker with a problem-solving and strong execution mindset.
  • Ability to work in a fast-paced, dynamic environment and manage multiple priorities.
  • Comfortable dealing with ambiguity and driving clarity.

Preferred Experience

  • Exposure to SaaS companies.
  • Experience working in a startup or high-growth environment.
  • Prior involvement in margin improvement or cost optimization initiatives.
  • Prior experience in identification of and driving automation initiatives.

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