Finance & Planning Analyst

Job Description
Duties and Responsibilities

Job Description : Finance and Planning
Job Title : Finance and Planning Analyst
Location : Kolkata
Department : FPA
Prepared By : Abhijit Day
Approved By : Evan Psaropoulos
Reports To : Director of FPA
Date : Aug-25
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Job Description Objective
The objective of the Financial Planning Analyst role is to provide accurate, insightful, and timely financial analysis that supports strategic decision-making
Primary Job Objectives
The primary duties &

responsibilities are given below for this position:
1. Financial Analysis and Reporting:
• Conduct thorough financial analysis, including but not limited to budgeting, forecasting, and variance analysis.
• Prepare regular financial reports for management, highlighting key performance indicators and financial trends.
• Provide insights into financial data, helping stakeholders understand the implications and make informed decisions.
• Prepare periodic KPI reports and share with stakeholders with analysis.
• Understand and execute Profit &
Loss Management , Receivable &
Payable tracking , Operating performance analysis based on metrics impacting business goals,
2. Budgeting and Forecasting:
• Work closely with department heads to develop annual budgets and long-term financial forecasts.
• Monitor budget performance and collaborate with department leaders to address variances and ensure adherence to financial plans.
• Update & report monthly forecasts based on changes in business scenario.
3. Strategic Planning:
• Contribute to the development and execution of the organization's strategic plans.
• Conduct financial modeling to assess the financial impact of strategic initiatives.
• Collaborate with cross-functional teams to align financial goals with overall business objectives.
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4. Financial Process Improvement:
• Continuously evaluate and enhance financial processes to improve efficiency and accuracy.
• Implement best practices in financial management and reporting.
5. Cross-functional Collaboration:
• Work closely with other departments, such as marketing, operations, and human resources, to gather relevant data and ensure alignment with overall organizational goals.
• Collaborate with external stakeholders, including auditors, financial institutions, and regulatory bodies, as needed.
6. Ad hoc Analysis and Special Projects:
• Undertake ad hoc financial analysis and special projects as assigned by senior management.
• Provide decision support through scenario analysis and other relevant financial modeling.