Role Overview
Support and execute specific financial planning, forecasting, and budget tracking activities within the FP&A function, providing detailed insights and analysis to drive informed decision-making and ensure financial discipline for assigned areas.
Financial Planning & Forecasting
- Assist in gathering data and updating driver-based financial models (Excel, Anaplan, or similar tools) for P&L, cash flow, and balance sheet forecasts.
- Support the consolidation of departmental inputs for quarterly and annual budgets using ERP systems (SAP, Oracle).
- Help in preparing monthly rolling forecasts by collecting relevant data and updating models.
- Contribute to scenario analysis by providing data inputs and preliminary impact assessments under guidance from senior team members.
Profit & Loss (P&L) Management
- Support the preparation of detailed P&L statements by collecting and organizing revenue and expense data.
- Assist in conducting variance analysis by comparing actuals against forecasts and identifying key deviations.
- Help in tracking KPIs related to profitability at product, channel, or geographic levels, updating dashboards or reports.
- Prepare summaries of financial performance for review meetings.
Automation & Analytics
- Support automation initiatives by collecting data and preparing inputs for BI tools (Power BI, Tableau).
- Assist in developing dashboards and reports to visualize financial and operational metrics.
- Help in testing and refining machine learning models or algorithms used for forecasting or anomaly detection under supervision.
- Maintain data accuracy and integrity in reporting tools.
Financial Consolidation & Reporting
- Assist in the data collection and compilation for monthly, quarterly, and annual financial close activities.
- Support the preparation of management reports, presentations, and disclosures by gathering relevant data.
- Coordinate with accounting teams to ensure data accuracy and compliance with reporting standards.
- Help in preparing documentation required for audits and regulatory filings.
Cross-Functional Collaboration
- Collaborate with product, sales, supply chain, HR and R&D teams to gather operational data and insights for financial analysis.
- Assist in preparing financial inputs for new product launches, market expansion plans, or capital investment proposals.
- Support the documentation of operational insights and their impact on financial models.
- Participate in cross-departmental meetings to understand ongoing projects and their financial implications.
Experience Required:
- 4+ years of relevant experience in business finance
- CA Qualification is preferred
- Candidate with experience of FPNA with FMCG industry will be preferred
