Role : Financial Planning and Analysis Designation : Deputy Manager Team Reporting : No Key Responsibilities & Accountabilities : • Be an expert in Excel-based financial modeling to re-engineer/re-build the business plan model and continuously develop/update the plan and forecast model using tools like Prophet, Tableau, MS Report, and Power BI to reflect changing business dynamics and/or strategic priorities. • Assist in the Annual Operating Plan/Forecast process. • Assist in the preparation of business performance reports on a monthly, quarterly, and annual basis, track deviations from forecasts/plans, and provide analytical insights. • Assist in the preparation of channel/partner P&L for reporting to management and shareholders. • Assist in financial benchmarking activities to provide insights on market trends in budgeting, allocation, and spending in comparative organizations, ensuring alignment with market benchmarks. Qualification : A qualified graduate or MBA in Finance/Technology/Data Mining/Data Analysis Knowledge / Experience / Skills : 1. 2 - 5 years of experience in a similar role. 2. Proficiency in MS Excel, Tableau, Power BI, PowerPoint is required. 3. Exposure to the BFSI industry will be an added advantage. Internal & External Interactions : • Internal: Sales, Actuary, Product, Operations, and all support functions. • External: Shareholders
Job Title
Financial Planning and Analysis Manager