Senior Financial Planning Analyst
Weekday AI Pune, Maharashtra, India
Technology, Information and Internet · 11-50 employees
About the role
The Senior Financial Planning Analyst will lead financial planning, forecasting, and budgeting processes while building detailed financial models to support strategic decision-making. They will also analyze business performance, prepare management and investor reports, and provide actionable insights to leadership teams.
What they look for
Requirements
Candidates must have at least 5 years of experience in FP&A or business finance, with specific experience in organizations that have raised VC or PE funding. Proficiency in advanced Excel and strong financial modeling skills are mandatory requirements for this role.
Full description
This role is for one of Weekday’s clients
Min Experience: 5+ years Location: Pune JobType: full-time
We are looking for a highly analytical and detail-oriented Senior Financial Planning Analyst to support financial planning, business performance analysis, forecasting, and strategic decision-making.
The role will work closely with business and leadership teams to develop financial models, evaluate business performance, prepare management and investor reporting, and provide data-driven insights that support sustainable growth.
The ideal candidate will have strong hands-on expertise in FP&A, financial modeling, business planning, and advanced Excel, along with the ability to operate effectively in a fast-paced, high-growth environment.
Key Responsibilities
- Lead financial planning, forecasting, budgeting, and business performance analysis.
- Build and maintain detailed financial models to support business planning and strategic decisions.
- Analyze financial and operational performance, identify trends, and provide actionable insights to management.
- Partner with business stakeholders to understand key performance drivers, risks, and growth opportunities.
- Prepare structured management reports, financial dashboards, forecasts, and performance reviews.
- Support the preparation of investor reports, business updates, and other financial communications.
- Develop scenario analyses and financial projections to evaluate business strategies and potential outcomes.
- Track actual performance against budgets and forecasts and investigate key variances.
- Support strategic planning and annual operating planning processes.
- Work with cross-functional teams to improve financial visibility, planning accuracy, and decision-making.
- Ensure financial analysis and reporting are accurate, structured, and delivered within timelines.
- Operate effectively in a fast-paced, high-growth environment with evolving priorities.
Requirements
- 5+ years of experience in FP&A, Business Finance, Financial Analysis, or Business Analyst roles.
- Prior experience working in organizations that have raised multiple funding rounds from VC or PE investors.
- Strong hands-on experience in financial modeling and business planning.
- Advanced proficiency in MS Excel is mandatory.
- Strong analytical, quantitative, and problem-solving skills.
- Experience preparing structured management and investor reports.
- Strong understanding of financial planning, forecasting, budgeting, and variance analysis.
- Ability to work independently while collaborating effectively with business and leadership stakeholders.
- Comfortable operating in a fast-paced, high-growth environment with changing priorities.
Good-to-Have Skills
- Financial Modeling
- Scenario Planning
- Forecasting & Budgeting
- Business Performance Analysis
- Investor Reporting
- Advanced Excel
Key Competencies
- Financial Planning & Analysis
- Financial Modeling
- Business Planning
- Data Analysis
- Forecasting
- Budget Management
- Management Reporting
- Investor Reporting
- Strategic Thinking
- Analytical Problem Solving
- Stakeholder Management
