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Assistant Manager – Financial Planning & Analysis

Assistant Manager – Financial Planning & Analysis

Alliance Recruitment Agency

Mumbai, Maharashtra, India

Job Title: Assistant Manager – Financial Planning & Analysis
Department: Finance
Reports to: Senior Manager - Financial Planning & Analysis


Key Responsibilities & Accountabilities

  1. Financial Reporting & Analysis:

    • Prepare and track monthly Profit & Loss (P&L) statements against plans.
    • Generate monthly, quarterly, and annual business performance reports, identifying deviations from forecasts/plans and providing analytical insights.
    • Create industry update reports on a monthly basis to monitor trends.
    • Develop monthly sales flash reports for quick performance summaries.
    • Conduct financial benchmarking to understand market trends and derive actionable insights.
  2. Strategic Support:

    • Assist in preparing data and presentations for quarterly board meetings.
    • Support in the development of the Annual Operating Plan (AOP), forecasts, and long-term strategic plans.
    • Prepare various management presentations, including but not limited to expense decks, strategy decks, and business performance summaries.
  3. Expense Management & Budgeting:

    • Perform monthly expense analysis and prepare detailed reports.
    • Support budgetary processes and implement changes within the accounting system as required.
    • Conduct cost-benefit analyses for business decisions and process improvements.
  4. Stakeholder Management:

    • Collaborate with internal and external stakeholders to meet ad-hoc requirements promptly.
    • Build and maintain professional relationships across departments and external entities.
  5. Process Improvements:

    • Drive improvements in budgeting, procurement, and accounting processes for enhanced accuracy and efficiency.

Qualification :

Bachelor degree

Primary Responsibilities :

Key Qualifications & Skills

  1. Educational Qualification:

    • Chartered Accountant (CA) qualification is mandatory.
  2. Experience:

    • Minimum of 2-4 years in Financial Planning & Analysis (FP&A) or a similar role.
    • Prior experience in the Insurance sector or BFSI is highly preferred.
  3. Technical Skills:

    • Proficiency in MS Excel and PowerPoint is essential.
    • Exposure to financial systems and budgetary processes is desirable.
  4. Industry Knowledge:

    • Understanding of the Insurance industry is an added advantage.
  5. Interpersonal Skills:

    • Strong analytical, communication, and presentation skills.
    • Ability to manage multiple stakeholders and work in a time-sensitive environment.

Key Competencies

  • Analytical Thinking
  • Problem Solving
  • Attention to Detail
  • Stakeholder Management
  • Business Acumen

Location

: Alliance Recruitment Agency

: 2 To 4 Years.