Financial Planning Analyst

10 hours ago

Greater Noida, Uttar Pradesh, India Bennett University Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Summary:

The ideal candidate will be responsible for preparing, analyzing, and presenting financial reports and MIS to support management in strategic and operational decision-making. The ideal candidate should have a strong foundation in accounting and financial analysis, with proven expertise in Excel-based reporting, and a solid understanding of P&L, Balance Sheet, and General Ledger.

Key Responsibilities:

  • Prepare and maintain Monthly MIS reports, dashboards, and performance summaries for management review.
  • Conduct segmental / departmental / course-level financial analysis to assess performance, cost structures, and revenue streams.
  • Perform variance analysis and provide actionable insights.
  • Support budgeting and forecasting processes in coordination with department heads.
  • Ensure accuracy and completeness of financial records in the General Ledger (GL).
  • Prepare and review Profit & Loss statements, Balance Sheets, and Cash Flow statements.
  • Develop and automate Excel-based financial models and templates for reporting and analysis.
  • Present financial information in a clear and concise manner using visual formats (charts, dashboards, PowerPoint).
  • Collaborate with cross-functional teams to streamline reporting processes and enhance data accuracy.

Key Skills & Competencies:

  • Strong analytical, quantitative, and problem-solving abilities.
  • Excellent command over MS Excel (Pivot Tables, Lookups, Conditional formulas, Power Query, Charts).
  • Working knowledge of accounting principles, GL, P&L, and Balance Sheet preparation.
  • High attention to detail and ability to manage multiple reporting timelines.
  • Effective communication and presentation skills.

Qualification & Experience:

  • CA (Inter) or equivalent professional qualification (MBA Finance preferred).
  • Minimum 5 years of experience in Financial Planning & Analysis / MIS / Reporting roles as an Independent Contributor.

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