Analyst, Financial Planning and Analysis

Job Title:  Analyst, FP&A

Reports to: Senior Manager, FP&A

Job Grade: P2

Job Code: Click here to enter Job Code.

FLSA Status: Assigned by Comp

FLSA Category, if Exempt: Professional

EEO Category: Assigned by Comp

Prepared By: Robin Gupta

Date Approved: Entered by Comp.

Approved By: Entered by Comp.

GENERAL DESCRIPTION: As an Analyst – FP&A based in India (Pune), you will work with senior members of the team in planning, budgeting, forecasting, financial analysis, and reporting activities. The role will serve as the primary point of contact for SG&A spend management while partnering with cross-functional teams to provide financial insights that support business decisions. This position offers broad exposure across Corporate FP&A and operational teams through close collaboration on planning and reporting activities.

ESSENTIAL DUTIES AND RESPONSIBILITIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. These are the most significant job duties performed; other responsibilities or assignments not specifically mentioned may also be assigned (please list 5-8 responsibilities along with percentage of time associated with each).

• Prepare recurring and ad hoc financial analyses, including variance analysis against Budget, Forecast, and Prior Year.
• Support the monthly forecasting process, annual budget, and long-range planning activities for assigned functional areas.
• Manage SG&A expense reporting and provide timely analysis of spending trends, risks, and opportunities.
• Prepare monthly management reporting packages, executive presentations, and financial summaries for leadership review.
• Partner with FP&A and business leaders to understand financial performance and communicate key drivers of results.
• Assist with monthly close activities, including accrual reviews, financial reconciliations, and reporting validation.
• Develop and maintain financial models, dashboards, and reporting tools to improve planning and reporting efficiency.
• Identify process improvement opportunities through automation and standardization of financial reporting and analysis.
• Support strategic initiatives and other ad hoc financial analyses as assigned.

SUPERVISORY RESPONSIBILITIES:

• This Job has no supervisory responsibilities but in special circumstances may lead the work of others

DECISION-MAKING RESPONSIBILITIES:

Delete the non-applicable decision-making responsibilities and update highlighted text accordingly for those that apply.

• Apply established financial policies and delegated authority guidelines when reviewing financial transactions, forecasts, and analyses
• Identify financial risks, trends, and opportunities, escalating significant issues to management with data-driven recommendations.

EDUCATION/EXPERIENCE:

• Minimum Required Education: Bachelor’s/Master’s degree in Finance, Accounting, or a related field.
• Minimum Required Experience: 2-5 years of experience in FP&A, Corporate Finance, or a similar analytical finance role.
• Experience in HFM, SmartView/Hyperion & EPBCS is preferred.
• Desirable Education/Experience: Intermediate to advanced proficiency in Microsoft Excel and PowerPoint.
• Good written & oral communication
• Quick learning attitude
• Ability to work flexible hours (3:00PM to 12:00 AM IST.)
• Detail oriented, ability to work in tight schedules

CERTIFICATES AND LICENSES

JOB RELATED COMPETENCIES: To perform the job successfully, an individual should demonstrate the following competencies:

• Functional/Technical Skills – Apply  
  • Demonstrates strong Excel proficiency, including formulas, lookups, reconciliations, and data validation.
  • Ability to do variance analysis and root cause analysis
  • Understanding of Macros and Python
• Business Acumen – Acquire
  • Interprets reports and financial data to support decisions.
  • Develops clear, data‑backed summaries and recommendations for leadership review.  
• Dealing with Ambiguity - Acquire
  • Adapts to shifting priorities while maintaining accuracy and adherence to internal controls.
  • Escalates material or ambiguous issues with clearly organized facts and data‑supported options.
• Inspiring Vision and Purpose – Acquire
  • Demonstrates ownership and accountability for assigned analyses and deliverables.

Technical Competencies

• • Basic Computer Skills  –

• • • Basic knowledge / Strong Fluency /Expert-level user of Windows applications and Microsoft Office programs such as MS Project, Word, Excel and PowerPoint.
    • Accurately inputs information into and retrieves from the computer.
    • Quickly learns and achieves proficiency in new software applications as needed.
    • Demonstrates ability to create complex formulas in MS Excel; create queries in AI and use it for variance analysis.

• • Other Technical / Computer Skills -

• • • Demonstrates proficiency with company financial systems and reporting applications relevant to the role (Oracle, Hyperion/SmartView, ePBCS, etc.).
    • Ability to consolidate, analyze, and present financial data in a clear and meaningful format for leadership.
    • Support financial reporting processes by maintain reporting tools, resolving issues, and assisting end users as needed.

• • • Understands and is familiar with the most widely known and emerging tools, technologies and social applications.

WORK ENVIRONMENT & PHYSICAL DEMANDS- The Work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work Space

• Office / cubicle work space with moderate noise level.

Hours of Work/Travel

• Extended hours during month end close and during budgeting excercise
• Local travel needed to office on weekly basis
• Travel between regions or different offices as and when needed