Financial Planning and Analysis Team Member

Team Member - FP&A

1. Budgeting & Forecasting Support

• Assist in preparation of annual budgets, forecasts, and rolling forecasts
• Collect input from business teams and consolidate data for review
• Support revisions to forecasts based on actual performance

2. Financial Analysis & Variance Reporting

• Prepare monthly variance analysis (Actual vs Budget / Forecast)
• Identify key drivers behind revenue, cost, and margin movements
• Highlight risks and opportunities to senior FP&A members

3. Management Reporting

• Assist in preparation of monthly, quarterly, and annual MIS reports
• Create dashboards and presentations for management review
• Ensure accuracy, consistency, and timeliness of financial reports

4. Data Collection & Validation

• Extract data from ERP systems, financial models, and Excel trackers
• Validate numbers and resolve discrepancies with accounting teams
• Maintain structured datasets for analysis and reporting

5. Financial Modelling Support

• Support development and maintenance of basic financial models
• Assist with scenario analysis and sensitivity analysis
• Update assumptions and inputs as business conditions change

6. Business Performance Tracking

• Track KPIs such as revenue growth, cost efficiency, EBITDA, and cash flow
• Monitor department‑wise performance against targets
• Support ad‑hoc analysis requested by management or business heads

7. Cross‑Functional Coordination

• Work closely with Accounting, Business Finance, Operations, and Sales
• Support information flow between finance and non‑finance teams
• Assist in responding to data requests from stakeholders

8. Process Improvement & Documentation

• Help streamline reporting processes and Excel models
• Maintain documentation for assumptions, templates, and reports
• Support automation and standardization initiatives

9. Audit & Compliance Support (Limited)

• Provide financial data support during audits or internal reviews
• Assist in reconciliations and explanation of financial movements

• Advanced Excel (pivot tables, lookups, formulas)
• MBA / B.Com / M.Com Fresher
• PowerPoint for management decks
• ERP exposure  – basic level is sufficient
• Data accuracy and reconciliation skills

Experience Level

Mid Level