Financial Planning Analyst

FP&A Analyst Financial Planning & Analysis | Manufacturing & Consumer Electricals | Noida

Role Overview

We are seeking an FP&A Analyst (Financial Planning & Analysis) who will act as the financial nerve center of the organization — connecting data, strategy, and decision-making.

This role is not a routine accounting position. It's a business-partnering function that bridges Finance, Sales, Operations, and Management to ensure every rupee spent or earned aligns with our growth and profitability goals.

The FP&A Analyst will play a key role in designing the company's management reporting systems, budgeting framework, and financial dashboards. You'll be expected to interpret trends, spot risks, and recommend corrective actions — helping leadership make faster, smarter decisions.

This is an opportunity for someone who wants ownership, not supervision — someone who enjoys connecting numbers to business stories.

Key Responsibilities

1. Planning, Budgeting, and Forecasting

2. Lead preparation of the company's annual operating plan (AOP) in collaboration with the MD and functional heads.

3. Maintain rolling 3-month and 6-month forecasts for sales, gross margin, and cash flow.
4. Build dynamic Excel-based and Power BI forecast models linked to ERP data.

5. Support scenario modeling — e.g., impact of raw material price fluctuation, discount changes, or working-capital delays.

6. Management Reporting & MIS

7. Prepare monthly management P&L segmented by department, product line, geography, and sales channel.

8. Create dashboards showing month-on-month trends for revenue, margin, and expense control.
9. Develop standard reporting templates for variance analysis, region-wise performance, and cost drivers.

10. Work closely with accounting to ensure data accuracy, correct cost allocations, and reconciliations.

11. Business Analysis & Insights

12. Identify profitability levers across product families and distributors.

13. Highlight early warning signals on cost escalations, AR delays, or inventory build-ups.
14. Conduct deep-dive analysis into gross margin changes, linking them to pricing, logistics, or procurement factors.

15. Translate analysis into actionable insights for Sales, SCM, and Production teams.

16. Cash Flow & Working Capital Management

17. Forecast daily and monthly cash positions and assist in treasury planning.

18. Build models to simulate working-capital efficiency (DSO, DPO, and inventory days).

19. Coordinate with Accounts Receivable and Payables to maintain liquidity without compromising growth.

20. System & Process Development

21. Collaborate with the ERP team to automate recurring financial reports.

22. Design Power BI dashboards integrating sales, finance, and inventory KPIs.
23. Drive improvements in data hygiene, credit controls, and reporting accuracy.

24. Implement continuous improvement projects for faster month-end closures.

25. Cross-Functional Partnering

26. Partner with Sales to validate revenue projections and assess dealer-level profitability.

27. Partner with SCM to evaluate procurement trends, freight costs, and production efficiency.
28. Partner with HR for manpower budgeting and productivity metrics.

29. Serve as the go-to finance business partner for all strategic projects and cost optimization initiatives.

30. Strategic Decision Support

31. Present findings and insights directly to the Managing Director and senior management during monthly reviews.

32. Participate in strategic discussions on pricing, discounts, and expansion plans.
33. Evaluate potential capex or new product investments from a financial viability standpoint.

What Success Looks Like in 6–12 Months

• Accurate, real-time monthly P&L and variance reports automated via ERP/Power BI.
• Visibility on cost drivers and clear accountability for margin control across departments.
• Cash flow forecasting accuracy improved to 5% variance.
• Monthly insights deck delivered to management with actionable recommendations.
• Successful design and execution of FY26 budgeting cycle.

Technical & Analytical Skills Required

• Advanced Excel proficiency (Power Query, Pivot, Macros, complex formulas).
• Solid understanding of P&L, Balance Sheet, and Cash Flow relationships.
• Experience with Power BI / Tableau dashboards preferred.
• Knowledge of ERPs, Tally, or SAP (finance modules).
• Strong numerical and logical reasoning skills.
• Ability to simplify complex data into visually intuitive reports and business narratives.

Educational & Experience Requirements

• Education: CA Inter / CMA / MBA (Finance) / M.Com with strong quantitative and analytical aptitude.
• Experience: 3–5 years in FP&A, MIS, or Business Finance roles — ideally in manufacturing, consumer durables, or FMCG.
• Language: English and Hindi (for business discussions with regional teams).