Financial Planning & Analysis Analyst

Role: Financial Planning & Analysis Analyst

Skill: Financial Planning & Analysis

Overall Experience: 8 to 15 Years

Shift Timing: US shift

Location: Bangalore

Education:

• Minimum 15 years of regular, full-time education (10 + 2 + 3)​

• Chartered Accountant

Master’s degree in accounting, Finance, Economics, or related field 

Must Have Skills:

•Chartered Accountant

A. Planning & Budgeting

• Convert top-down strategy into bottom-up business financial plans

• Manage driver-based budgeting models

• Support business units in preparing planning submissions and review packs

B. Forecasting

• Prepare quarterly rolling forecasts

• Update outlook based on performance, macro factors, and business inputs

• Maintain driver-based and scenario-integrated forecasting models

• Align forecasts across SG&A departments including Finance, Risk, and HR

C. Adhoc analysis and audit support

• Provide need-based analysis such as analysis of Legal cpsts by nature of spend such as litigation, patent generation, patent maintenance etc.

• Provide GL details and other explanations as maybe required by the auditors in support of SG&A accruals

D. Governance & Reporting

• Prepare Governance packs

• Identify risks and opportunities in financial plans

• Validate data integrity and consistency across models 

Good To Have Skills:

• Master’s degree in accounting, Finance

• Excel (advanced modelling)

• BI tools: Power BI / Tableau

Risks & Controls

• Risk: Model inaccuracies → Control: Model validation & reconciliation

Key Accountabilities:

A. Planning & Budgeting 

 •Convert top-down strategy into bottom-up business financial plans ·

 •Manage driver-based budgeting models · 

 •Support business units in preparing planning submissions and review packs 

B. Forecasting · 

• Prepare quarterly rolling forecasts · Update outlook based on performance, macro factors, and business inputs 

• Maintain driver-based and scenario-integrated forecasting models 

• Align forecasts across SG&A departments including Finance, Risk, and HR 

C. Adhoc analysis and audit support 

• Provide need-based analysis such as analysis of Legal cpsts by nature of spend such as litigation, patent generation, patent maintenance etc. 

• Provide GL details and other explanations as maybe required by the auditors in support of SG&A accruals 

D. Governance & Reporting 

• Prepare Governance packs 

• Identify risks and opportunities in financial plans 

• Validate data integrity and consistency across models