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Financial Planning & Analysis Analyst II

pfmRemote, India
Remote Full-time

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Experience Level

Experience

Qualifications

Minimum Requirements:Bachelor’s degree with a focus on accounting or finance, complemented by a minimum of 3 years of relevant experience. Proficient in PowerPoint and Microsoft Excel, including advanced functions like XLookups, Pivot tables, and data consolidations. Experience with MS PowerBI. Ideal Candidate Qualities:Strong financial modeling skills with the capability to manage large datasets and design systematic flows of financial information. Ability to juggle multiple projects while maintaining attention to detail and creatively addressing overarching challenges. Excellent analytical and financial acumen to liaise effectively between the finance team and supported functional areas. A proven track record in resolving issues related to forecasting, planning, resource prioritization, and business process optimization.

About the job

Join our dynamic team as a Financial Planning & Analysis Analyst II, where your analytical skills will play a key role in driving business insights and financial decision-making. You will be responsible for:

Monthly Reporting:

  • Conducting in-depth variance analysis comparing forecasts to actual performance and providing actionable recommendations to management.
  • Creating impactful financial presentations for executive leadership.
  • Preparing the financial components of monthly reporting packages.
  • Engaging in ad-hoc analyses and collaborating with cross-functional teams.
  • Overseeing the monthly, quarterly, and annual budgeting processes, including gathering inputs from department managers and conducting analytical reviews of financial dashboards and key performance metrics using precise and reliable data.

Metrics & Finance Reporting:

  • Managing intricate financial models that report on overall project profitability and effectively presenting findings to leadership.
  • Diving deep into departmental reporting to uncover insights.
  • Preparing market analysis data and presentations.
  • Reviewing and recommending strategies for expense reduction.
  • Documenting processes, identifying areas for enhancement, and implementing streamlined procedures.
  • Supporting finance teams with revenue and cost analysis based on contracts, and preparing profitability analyses on client and project performance, regional and departmental reporting, along with tracking all CRO metrics.

About pfm

pfm is a leading provider of financial management and consulting services, dedicated to delivering tailored solutions that empower our clients to achieve their financial objectives. Our innovative approach combines deep industry knowledge with advanced analytical capabilities to drive impactful results.

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