Financial Planning

This role is for one of the Weekday's clients

Min Experience: 4 years

Location: Bengaluru

JobType: full-time

We are seeking an experienced Financial Planning professional to support strategic decision-making through robust financial analysis, forecasting, and long-term planning. The role will play a critical part in driving business performance by providing insights into financial trends, optimizing budgets, and supporting leadership with data-driven recommendations. The ideal candidate will have strong analytical capabilities, hands-on experience with financial models, and the ability to translate complex financial data into actionable business insights.

Requirements

Key Responsibilities

• Lead the financial planning, budgeting, and forecasting processes, including annual operating plans, rolling forecasts, and long-range financial plans.
• Develop and maintain detailed financial models to evaluate business performance, scenario analysis, and strategic initiatives.
• Partner with cross-functional stakeholders (business leaders, operations, sales, and finance teams) to understand business drivers and align financial plans with organizational goals.
• Analyze monthly, quarterly, and annual financial results, identify variances against plan, and provide clear explanations and recommendations.
• Support management with strategic decision-making by preparing dashboards, MIS reports, and presentations highlighting key financial metrics, risks, and opportunities.
• Monitor key performance indicators (KPIs) and financial ratios to track business health and performance trends.
• Evaluate cost structures, profitability, and return on investment (ROI) for new and existing initiatives.
• Ensure accuracy, consistency, and integrity of financial data used in planning and reporting processes.
• Drive continuous improvement in financial planning processes, tools, and systems to enhance efficiency and insight generation.
• Support ad-hoc financial analysis, business cases, and leadership requests as required.

Required Skills & Competencies

• Strong expertise in financial planning, budgeting, forecasting, and variance analysis.
• Advanced financial modeling and analytical skills with a strong understanding of P&L, balance sheet, and cash flow statements.
• Proficiency in Excel and financial planning tools; experience with ERP systems and BI tools is a plus.
• Ability to synthesize large volumes of data and present insights in a clear, concise, and business-focused manner.
• Strong business acumen with the ability to understand operational drivers and link them to financial outcomes.
• Excellent communication and stakeholder management skills, with the confidence to interact with senior leadership.
• High attention to detail, accuracy, and ability to work independently in a fast-paced environment.

Qualifications & Experience

• 4–10 years of relevant experience in Financial Planning, FP&A, Corporate Finance, or related roles.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA, CA, CFA, or equivalent qualification is preferred.
• Prior experience in a product-based company, consulting, or high-growth environment is an advantage.