Financial Planning Analyst

We are seeking a Financial Planning Analyst with a passion for driving data-driven business decisions. You will be responsible for preparing cost reports, conducting business performance analysis, and leading the planning and budgeting exercises. This role requires an individual who can perform detailed cost allocations, produce in-depth analytics, and work on the automation of various financial processes to provide the business with deeper insights and help drive future strategy.

Roles & Responsibilities:

• Reporting and Analysis: Prepare monthly Branch Profitability statements for management review. Extract and analyze branch-level data, and discuss findings with business heads.
• Planning and Budgeting: Work on the annual planning and budgeting exercise, monitor budgeted numbers against actuals, and analyze large variances.
• Forecasting: Prepare running forecasts on a quarterly and annual basis, including a three-year forecast.
• Cost Allocation: Perform detailed cost allocation based on set guidelines and continually work on assumptions to improve processes.
• Performance Assessment: Produce detailed analytics on a branch and product basis to assess the performance of all business heads.
• Analytical Models: Understand and implement various analytical models to gain deeper insights into data, which will help drive future courses of action, such as collection strategies or expansion plans.
• Process Automation: Work on the automation of certain processes, MIS, and dashboards using tools like Tableau.
• Metric Design: Assist in developing standard metrics that can be used for business inputs and for measuring performance standards.

Skills Required:

• Prior experience in the Bank/NBFC sector within finance.
• Strong skills in Excel and PowerPoint.
• Good communication skills.
• A team player, able to deliver on timelines and open to new learnings.
• A passion for the finance sector and a keenness to use data as a business driver.

QUALIFICATION:

• An MBA with relevant experience.