Financial Planning And Analysis Manager

The Assistant Manager - Financial Planning & Analysis (FP&A) is responsible for overseeing financial analysis, budgeting, forecasting, and MIS reporting to support strategic decision-making and enhance financial performance. This role involves analyzing financial data, ensuring data integrity, optimizing budgeting processes, and providing key financial insights to management. The position also plays a crucial role in cost control, risk assessment, and compliance with financial regulations to drive the organization’s profitability and long-term growth.

 KEY RESPONSIBILITY

Financial Planning & Analysis:

•             Conduct financial analysis and reporting to identify trends, variances, and performance metrics, providing actionable insights for management.

•             Assist in the development of annual budgets, quarterly forecasts, and long-term financial projections to align with business objectives.

•             Perform variance analysis, comparing actual financial results against budgets and forecasts, and recommend corrective actions.

•             Support cost analysis and profitability assessments to drive cost-saving initiatives and process optimization.

Management Reporting & Data Analysis:

•             Prepare and present accurate MIS reports, including store-wise Profit & Loss (P&L) statements, Balance Sheets, and other financial reports.

•             Ensure the timely month-end closing of financial reports and modules in accounting systems.

•             Evaluation of CAPEX proposals and store feasibility

•             Perform ledger scrutiny, trial balance reviews, and general ledger reconciliation to ensure data accuracy.

•             Assist in managing insurance processes for retail outlets, assets, warehouses, and offices.

Budgeting & Forecasting:

•             Assist in preparing budgets and forecasts, ensuring alignment with strategic objectives.

•             Develop and maintain financial models to support business decisions, investment planning, and risk management.

•             Support the monthly reconciliation of intercompany transactions and accounts to ensure financial integrity.

Compliance & Risk Management:

•             Monitor financial compliance with regulatory requirements and internal policies.

•             Ensure risk management processes are in place to safeguard financial health.

•             Assist in audit processes and internal financial assessments to maintain accuracy and transparency.

DESIRED EXPERIENCE

The ideal Assistant Manager – Financial Planning & Analysis should have 5-7 years of experience in Management Information Systems (MIS) or IT management, with experience in a leadership role.

Proficiency in database management, data analysis, and ERP systems.

Strong analytical, problem-solving, and project management skills.

KEY RELATIONSHIPS

Manager – Financial Planning & Analysis, Business Teams, Functional departments, Executive - MIS & Business Analyst, Manager - Accounts and Finance, Treasury Operations Team, Purchase Team, Manager - Tax, etc.