Assistant Manager – Financial Planning & Analysis

Mumbai

Job Views:

Created Date: 2025-06-09

Experience: 2 - year

Salary: upto 10

Industry: 24

Openings: 2

Primary Responsibilities :

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

Key Responsibilities & Accountabilities

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.
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.
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.
Stakeholder Management:
- Collaborate with internal and external stakeholders to meet ad-hoc requirements promptly.
- Build and maintain professional relationships across departments and external entities.
Process Improvements:
- Drive improvements in budgeting, procurement, and accounting processes for enhanced accuracy and efficiency.

Experience Requirements:

Key Qualifications & Skills

Educational Qualification:
- Chartered Accountant (CA) qualification is mandatory.
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.
Technical Skills:
- Proficiency in MS Excel and PowerPoint is essential.
- Exposure to financial systems and budgetary processes is desirable.
Industry Knowledge:
- Understanding of the Insurance industry is an added advantage.
Interpersonal Skills:
- Strong analytical, communication, and presentation skills.
- Ability to manage multiple stakeholders and work in a time-sensitive environment.