Job Summary

Job Level: E0.3 (FP&A – Planning, Forecasting & Business Analysis)

Job Overview:

We are seeking a highly analytical and business-oriented Financial Planning & Analysis (FP&A) Associate with 4–6 years of experience to support financial planning, forecasting, and performance management. The role involves working closely with business stakeholders to provide actionable insights, drive budgeting processes, and enhance financial visibility.

The ideal candidate combines strong financial acumen with data-driven decision-making, excellent communication skills, and a proactive approach toward business partnering.

Key Responsibilities

• Financial Planning & Budgeting:
• Assist in the preparation of annual budgets, quarterly forecasts, and long-range plans
• Coordinate with business units to gather assumptions and inputs
• Ensure alignment of financial plans with strategic objectives
• Forecasting & Performance Tracking:
• Develop and maintain rolling forecasts and financial models
• Track actual performance vs. budget/forecast and identify key variances
• Provide timely insights on revenue, costs, and profitability trends
• Financial Analysis:
• Conduct variance analysis (Plan vs Actual, Forecast vs Actual)
• Analyze key drivers impacting financial performance
• Support scenario analysis and sensitivity modeling for business decisions
• Business Partnering:
• Collaborate with cross-functional teams (Operations, Sales, HR, etc.)
• Act as a finance partner to support decision-making
• Translate financial insights into actionable recommendations
• Management Reporting:
• Prepare and present monthly/quarterly management reports and dashboards
• Develop KPIs and track business performance metrics
• Ensure clear and concise financial storytelling for senior leadership
• Process Improvement & Automation:
• Identify and implement opportunities to automate reporting and forecasting processes
• Enhance financial models and reporting frameworks
• Support standardization of FP&A processes and SOP development
• Data Management & Systems:
• Ensure data accuracy and consistency across financial reports
• Work with ERP, planning tools, and BI platforms for reporting efficiency
• Audit & Governance:
• Ensure compliance with internal policies and financial controls
• Support audits by providing financial analysis and documentation as required

Skill Requirements

• Bachelor’s or Master’s degree in Finance, Accounting, Economics, or related field
• 4–6 years of experience in FP&A, financial analysis, or corporate finance
• Experience in a shared services environment or corporate finance team is preferred
• Advanced Microsoft Excel (modeling, pivot tables, dashboards)
• Experience with ERP systems (SAP, Oracle, etc.)
• Exposure to planning and reporting tools (e.g., Hyperion, Anaplan, Power BI, Tableau)

Preferred Skills:

• Experience in financial modeling and scenario planning
• Familiarity with automation tools (Power Query, Power BI, VBA, Python – optional)
• Exposure to data visualization tools and storytelling techniques

Other Requirements