Financial Planning Analyst

Key Responsibilities

• ROCE & Sales Profitability Analysis
• Conduct Return on Capital Employed (ROCE) analysis at Product Category, Segment, and Company level.
• Perform Sales Analysis (COPA), including:
• Profitability by Channel, Region, State, SOF, and Customer (OE & Exports)
• Profitability by Product Group and SKU level

• Sales Planning & Forecasting
• Provide GSP Data for Marketing Exports Sales (Domestic vs Import content of raw materials).
• Support Govt. of India PLI Scheme documentation Domestic Value Addition on OE Supplies.
• Develop the Annual Sales Plan:
• SKU-wise / Category-wise / Segment-wise Sales Value and Tonnage
• Comparison against Previous Budget and Current Year Estimates
• Facilitate management sign-off of Annual Plan documents
• Manage Annual Operating Plan (AOP) and Rolling Forecast processes.
  

Costing & Margin Analysis

• Prepare daily product costing (cost sheets) for Marketing requirements.
• Develop and maintain Actual Monthly Gross Margin Statements:
• Product-wise, Category-wise, Segment-wise
• OEM (Original Equipment Manufacturer) Customer-wise / Product Category-wise
• Exports Country-wise / Customer-wise
• Prepare Monthly Gross Margin Projections (SKU-wise / Segment-wise).
• Conduct Bill of Material (BOM) and Gross Margin Analysis, including:
• Nil Margin vs Nil Margin comparison
• Gross Margin Projections vs Nil Margin
• OE Product Cost & GM Analysis (Quote vs SOP vs Actual Sales)
• Year-on-Year comparative analysis

• Inventory & Revenue Reporting
• Prepare Finished Goods (FG) Holding Days report aligned with forward sales plan.

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• Calculate and analyze Norms vs Actuals (SKU-wise, Category-wise, Segment-wise).
• Deliver accurate and timely Revenue Reports for Senior Management review.

Qualifications

• Masters degree in Finance, Accounting, Economics, or Business.
• Professional certifications preferred: MBA, ACCA, or CIMA.
• 35 years of experience in Marketing Finance or Financial Planning & Analysis.
• Proficiency in MS Excel, PowerPoint, and database management systems.
• Strong expertise in financial modelling, data reconciliation, and reporting automation.

Desired Skills

• Solid understanding of Accounting Principles and advanced Financial Analysis techniques.
• Strong business acumen with the ability to interpret changing sales trends and influence decision-making.
• Hands-on experience with ERP systems such as SAP and financial planning software.
• Excellent analytical, communication, and presentation skills.