Financial Planning & Analysis Lead

  • Bengaluru
  • Finance & Accounts
  • Report to: Financial Planning & Analysis Head

Job Responsibilities:

Vendor Management

  • Formulation & maintenance of Procure to Pay process

  • Negotiate contracts with vendors/suppliers

  • Liaise with various stakeholders to sign off on the contract terms∙ Ensure smooth on boarding of the vendor

  • Liaise with the various stakeholders to ascertain the performance of the∙ Maintain & publish the contract tracker on a regular basis

Business Plan

  • Finalisation of department wise operating expenses for the business plan∙ Finalise the capital expenditure, Fixed Asset & Depreciation Schedule∙ Monitoring the actual expenditure incurred vis-à-vis the budgets availableonamonthly basis

  • Apply cost control checks and identify opportunities for cost optimization∙ Gauging the impact of new circulars/regulations on the business model


  • Preparation of the data required for due diligence ∙ Preparing a monthly budget vs actual report

  • Preparation of a cost report to track actual cost incurred ∙ CFO Dashboard preparation

  • Preparation of a performance note on a monthly basis

Data Management

  • Maintaining a central repository of reports

  • Preparation of a monthly data pack that contains all the operational &financial parameters

  • Ensuring control checks on the operational reports being published on a monthly basis


  • CA, MBA or Equivalent

Other Requirements:

  • An Excel test needs to be undertaken

  • A Powerpoint presentation to be prepared

  • At least 4-5 years of experience required

  • Prior Experience in NBFC/Banking Sector preferred

Skills & Competencies

Technical Skills

  • Excellent excel skills

  • SQL coding/Access knowledge

  • Working knowledge of Tableau

Soft Skills

  • Ability to work within teams

  • Problem solving

  • Collaboration ability

  • Analytical ability

  • Effective Communication

  • Decision Making


  • Variance Analysis

  • Project Management

  • Quality Improvement

  • Professional Knowledge

  • Information Analysis

Behavioral Traits

  • Positive

  • Eagerness to learn

  • Adaptability

  • Persistence

  • Ambitious

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