Financial Planning Analyst

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

Job Responsibilities:

Business Plan

  • Preparation of department wise operating expense budget

  • Preparation of the fixed asset budget & depreciation schedule for the business plan

  • Modelling for various aspects of business plan

  • Gauging the impact of new circulars/regulations on the business model


  • Identification of automation opportunities across the activities in Finance & Accounts

  • Automation of activities using the most suitable/efficient mode of automation

  • Optimisation of files related to regular activities to ensure efficiency & time management


  • Performance of a ledger review on a monthly basis

  • Preparation of PAR movement on a monthly basis along with a detailed analysis

  • Budget vs actual report preparation on a monthly basis

  • Preparation of a dashboard for CFO

Vendor Management

  • Negotiate contracts with vendors/suppliers

  • Ensure smooth on boarding of the vendor

  • Maintain the master contract tracker


  • CA, MBA or Equivalent

Other Requirements:

  • An Excel test to be undertaken

  • A Powerpoint presentation to be prepared

  • Fresher/ Candidate with 1-2 years of experience in Finance

Skills & Competencies

Technical Skills

  • Working knowledge of Excel & Powerpoint

  • SQL coding/Access knowledge

  • Knowledge of Tableau/any other BI platform Soft Skills

Soft Skills

  • Ability to work within teams

  • Problem solving

  • Collaboration ability

  • Analytical ability

  • Effective Communication


  • Variance Analysis

  • Project Management

  • Quality Improvement

  • Professional Knowledge

  • Information Analysis

Behavioral Traits

  • Positive

  • Eagerness to learn

  • Adaptability

  • Persistence

  • Ambitious

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