Financial Modelling Analyst

Key Responsibilities Financial Modelling

• Develop and maintain complex financial models to support strategic business decisions.
• Build three-statement financial models (Profit & Loss, Balance Sheet, and Cash Flow).
• Prepare revenue, cost, profitability, pricing, and investment models.
• Conduct scenario planning, sensitivity analysis, and what-if analysis.
• Support business case preparation and financial feasibility studies. Financial Planning & Analysis (FP&A)
• Prepare annual budgets, rolling forecasts, and long-term financial plans.
• Perform variance analysis (Budget vs Actual vs Forecast) and provide actionable insights.
• Analyze financial and operational KPIs to support business performance.
• Identify opportunities for cost optimization and revenue enhancement.
• Partner with business leaders to support strategic planning and financial decision-making. Financial Reporting & MIS
• Prepare monthly, quarterly, and annual financial reports.
• Develop management dashboards and executive presentations.
• Ensure timely preparation of MIS reports and financial analysis.
• Present key financial insights and recommendations to senior management. Power BI & Data Analytics (Mandatory)
• Design, develop, and maintain Power BI dashboards for financial reporting and business analytics.
• Build interactive dashboards and reports to monitor financial performance and KPIs.
• Perform data modelling, data visualization, and report automation using Power BI.
• Work with multiple data sources to generate meaningful business insights.
• Utilize DAX, Power Query, and advanced reporting techniques. AI & Digital Finance
• Leverage AI-powered tools to enhance financial planning, forecasting, reporting, and analytics.
• Identify opportunities to automate financial reporting and modelling processes.
• Drive finance transformation initiatives through AI and digital technologies.
• Stay updated with emerging AI tools and recommend innovative solutions to improve efficiency. Stakeholder Management
• Collaborate with Finance, Business, Sales, Operations, and Leadership teams.
• Translate financial data into meaningful business recommendations.
• Support strategic projects, investment decisions, and management presentations.
• Communicate complex financial information clearly to both finance and non-finance stakeholders. Required Skills Financial Planning & Analysis
• Financial Modelling
• Financial Planning & Analysis (FP&A)
• Budgeting
• Forecasting
• Business Planning
• Financial Planning
• Revenue Modelling
• Profitability Analysis
• Cost Analysis
• Business Valuation
• Investment Analysis
• Variance Analysis
• Scenario Analysis
• Sensitivity Analysis Reporting & Analytics
• Financial Reporting
• MIS Reporting
• KPI Analysis
• Dashboard Reporting
• Business Analytics Technical Skills
• Power BI (Mandatory) – Dashboard Development, Data Visualization, DAX, Power Query, Report Publishing
• Advanced Microsoft Excel (Mandatory) – Pivot Tables, Power Query, Power Pivot, Advanced Formulas, Lookup Functions , Excel Macros & VBA (Mandatory), Dashboard Creation & Automation
• ERP Systems (SAP / Oracle / Microsoft Dynamics / NetSuite or equivalent) AI & Digital Finance
• AI-enabled Financial Planning
• Finance Automation
• Predictive Analytics
• Data Analytics
• Process Automation
• AI-powered Reporting Tools Soft Skills
• Excellent Communication Skills
• Presentation Skills
• Stakeholder Management
• Analytical Thinking
• Strategic Mindset
• Problem Solving
• Business Partnering
• Attention to Detail Preferred Qualifications
• CA / MBA Finance / CFA (Preferred).
• Experience in the IT/ITES or Software industry.
• Knowledge of IFRS / Ind AS.
• Experience with financial planning tools such as Anaplan, Oracle Hyperion, Adaptive Insights, or similar platforms.
• Exposure to AI-enabled finance tools and business intelligence platforms. Candidate Profile
• 5–8 years of experience in Financial Modelling and FP&A within an IT/ITES organization.
• Proven expertise in financial modelling, budgeting, forecasting, financial analysis, and business planning.
• Hands-on experience with Power BI is mandatory, including dashboard creation, DAX, Power Query, and financial data visualization.
• Advanced proficiency in Microsoft Excel and financial reporting.
• Strong analytical, presentation, and problem-solving skills.
• Excellent verbal and written communication with the ability to interact confidently with senior leadership.
• Technology-driven professional with the ability to leverage AI and automation to improve finance processes.
• Candidates based in Nashik or willing to relocate to Nashik are preferred.
• Immediate joiners or candidates serving up to 30 days' notice period will be given preference.