Strategic Financial Planner

5 days ago

Solapur, Maharashtra, India beBeeFinancial Full time ₹ 90,00,000 - ₹ 1,20,00,000

About Company

A trusted player in the secured lending space, the company specializes in offering credit solutions backed by high-value assets like jewellery.

Job Description

Job Summary :

We are seeking a strategic and analytically strong Senior Financial Planning and Analysis (FP&A) professional to join our Finance team. This role will own core forecasting and reporting processes, build automation into our analytics stack, and collaborate closely with cross-functional stakeholders to deliver actionable financial insights.

Key Responsibilities :

  • Lead annual budgeting, quarterly forecasts, and long-range planning in collaboration with business teams
  • Conduct variance analysis (budget vs actuals) with clear explanations of business drivers and emerging trends
  • Design and own financial models for scenario planning, unit economics, pricing, and strategic initiatives

Reporting & Insights :

  • Deliver periodic Management Information System (MIS) reports and performance dashboards for leadership (tracking revenue, margins, OPEX, cash position)
  • Synthesize large datasets and provide actionable recommendations for improving profitability and resource allocation
  • Support investor reporting, board presentations, and other ad-hoc strategic requests from management

Automation & Technology :

  • Build and maintain real-time, dynamic dashboards and automated reporting systems to streamline recurring insights
  • Identify opportunities to automate manual workflows (reporting, data collection, reconciliation)
  • Leverage technology and AI tools to enhance reporting processes, build smarter visualizations, and uncover deeper insights

Collaboration :

  • Partner cross-functionally to align business drivers with financial implications and planning outcomes

Qualifications :

  • 4+ years of experience in FP&A, Corporate Finance, Consulting, or Investment Banking
  • Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA is a plus)
  • Strong knowledge of financial modeling, budgeting, forecasting, and performance analysis
  • Advanced Excel and PowerPoint skills
  • Strong experience with Business Intelligence (BI) and automation tools (e.g., Tableau, Power BI, Looker); SQL or Python a plus
  • Certification in data analytics or business intelligence (e.g., Microsoft Certified, Tableau Certification) is a plus
  • Proven ability to manage multiple priorities and meet tight deadlines
  • Excellent communication and storytelling skills to explain financial concepts to non-finance stakeholders

Benefits :

  • Competitive remuneration and benefits package
  • Opportunities for professional advancement and skill development
  • Supportive and collaborative work environment
  • Opportunity to contribute significantly to organizational growth and expansion

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